Position in IOT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$22,565,733
+$12,505,743 QoQ
Shares Held
695,829
+119.2% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#68
of 542 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Derivatives in IOT
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$5,317,500
PutShares
150,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CITIGROUP INC holds $12,485,376,778 across 124 Software - Infrastructure names. IOT ranks #23 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
19,050,444 | $7,106,196,618 | |
| 2 | PANW |
Palo Alto Networks Inc
|
2,346,450 | $800,186,377 | |
| 3 | ORCL |
Oracle Corp
|
4,913,178 | $720,026,233 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
5,937,309 | $692,705,838 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,150,164 | $601,004,037 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,623,609 | $403,038,813 | |
| 7 | NTAP |
NetApp, Inc.
|
2,010,726 | $311,179,954 | |
| 8 | SNPS |
Synopsys Inc
|
658,168 | $293,588,999 |
All Filings in IOT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,565,733 | 695,829 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $10,059,990 | 317,450 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $5,317,500 | 150,000 | Put | Defined | 2026-02-13 | |
| 2025-12-31 | $11,624,479 | 327,912 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,587,500 | 150,000 | Put | Defined | 2025-11-10 | |
| 2025-09-30 | $15,559,509 | 417,705 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $13,133,961 | 330,165 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $8,553,107 | 223,144 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $4,951,691 | 113,337 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,328,910 | 48,398 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,393,609 | 71,027 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,412,172 | 37,369 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,178,644 | 65,268 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $356,619 | 14,146 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $390,266 | 14,084 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $210,194 | 10,659 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $72,963 | 5,870 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $49,039 | 4,063 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $43,763 | 3,918 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,082 | 130 | Shares | Defined | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||