Position in KDK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,310,446
-$3,937,467 QoQ
Shares Held
1,341,563
+10.6% QoQ
Ownership
0.730%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KDK Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $101,328,675,552 across 147 Software - Infrastructure names. KDK ranks #78 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
188,501,918 | $69,777,754,985 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
55,871,332 | $8,172,858,444 | |
| 3 | ORCL |
Oracle Corp
|
38,948,218 | $5,729,672,349 | |
| 4 | PANW |
Palo Alto Networks Inc
|
19,323,515 | $3,097,945,924 | |
| 5 | SNPS |
Synopsys Inc
|
4,564,997 | $1,809,930,010 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,461,777 | $1,426,976,416 | |
| 7 | NET |
Cloudflare, Inc.
|
5,993,429 | $1,236,684,139 | |
| 8 | XYZ |
Block, Inc.
|
14,714,249 | $885,503,504 |
All Filings in KDK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,310,446 | 1,341,563 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $13,247,913 | 1,213,179 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,005,828 | 147,051 | Shares | Defined | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||