Position in IOT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,824,643
+$79,446 QoQ
Shares Held
148,771
-0.6% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#130
of 542 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $2,365,657,956 across 42 Software - Infrastructure names. IOT ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,442,574 | $1,284,148,952 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,226,519 | $418,267,509 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,088,940 | $207,753,417 | |
| 4 | TWLO |
Twilio Inc
|
376,430 | $77,668,801 | |
| 5 | MDB |
MongoDB, Inc.
|
208,408 | $70,004,247 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
413,148 | $64,876,630 | |
| 7 | ORCL |
Oracle Corp
|
305,552 | $44,778,645 | |
| 8 | NET |
Cloudflare, Inc.
|
176,202 | $43,218,826 |
All Filings in IOT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,824,643 | 148,771 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,745,197 | 149,738 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $46,898,435 | 1,322,946 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $29,307,592 | 786,781 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $31,589,616 | 794,108 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $30,399,408 | 793,097 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $32,905,385 | 753,156 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $36,963,618 | 768,155 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $25,034,213 | 742,855 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $28,150,866 | 744,929 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,461,543 | 43,785 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||