Position in IOT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$427,038
New position
Shares Held
13,168
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#323
of 542 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026AGP FRANKLIN, LLC holds $35,755,997 across 8 Software - Infrastructure names. IOT ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
73,396 | $8,563,111 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
40,792 | $7,782,501 | |
| 3 | ORCL |
Oracle Corp
|
45,262 | $6,633,146 | |
| 4 | MSFT |
Microsoft Corp
|
14,970 | $5,584,109 | |
| 5 | CRWV |
CoreWeave, Inc.
|
33,622 | $3,346,733 | |
| 6 | NTAP |
NetApp, Inc.
|
11,162 | $1,727,431 | |
| 7 | MDB |
MongoDB, Inc.
|
5,037 | $1,691,928 | |
| 8 | IOT |
Samsara Inc.
This page
|
13,168 | $427,038 |
All Filings in IOT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,038 | 13,168 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||