Position in IOT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$47,094,846
-$89,973,911 QoQ
Shares Held
1,452,200
-66.4% QoQ
Ownership
0.249%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#43
of 542 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 20261832 Asset Management L.P. holds $3,686,503,450 across 15 Software - Infrastructure names. IOT ranks #11 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,586,763 | $2,456,994,334 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
1,311,636 | $250,240,474 | |
| 3 | ORCL |
Oracle Corp
|
1,612,948 | $236,377,529 | |
| 4 | PANW |
Palo Alto Networks Inc
|
567,729 | $193,606,943 | |
| 5 | TWLO |
Twilio Inc
|
555,500 | $114,616,315 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
648,800 | $101,881,064 | |
| 7 | MDB |
MongoDB, Inc.
|
269,300 | $90,457,870 | |
| 8 | FTNT |
Fortinet, Inc.
|
451,637 | $69,380,475 |
All Filings in IOT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,094,846 | 1,452,200 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $137,068,757 | 4,325,300 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $99,355,963 | 2,802,707 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,520,585 | 416,660 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $36,950,011 | 928,859 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $135,063,421 | 3,523,700 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $242,549,404 | 5,551,600 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $329,179,296 | 6,840,800 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $273,930,450 | 8,128,500 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $288,265,899 | 7,628,100 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $125,999,486 | 3,774,700 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $98,810,595 | 3,919,500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $91,955,635 | 3,318,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,717,440 | 1,152,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,481,002 | 521,400 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||