Position in LIF
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$29,088,371
-$8,859,931 QoQ
Shares Held
712,601
+20.4% QoQ
Ownership
0.879%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 99.81013217775445.ToString("F0")%
Shared 0.ToString("F0")%
None 0.18986782224554835.ToString("F0")%
Common Shares in LIF Over Time
Shares Held
Position Value (USD)
Derivatives in LIF
reported options exposure · as of Mar 31, 2026CallValue
$32,264,128
CallShares
790,400
PutValue
$0
PutShares
0
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 - Application
Technology · as of Mar 31, 2026UBS Group AG holds $13,304,778,390 across 214 Software - Application names. LIF ranks #62 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
18,071,349 | $1,299,872,128 | |
| 2 | CRM |
Salesforce, Inc.
|
6,813,315 | $1,271,841,506 | |
| 3 | INTU |
Intuit Inc.
|
2,074,550 | $896,993,925 | |
| 4 | MSTR |
Strategy Inc
|
6,311,364 | $787,658,226 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,971,847 | $603,819,871 | |
| 6 | SHOP |
Shopify Inc.
|
4,730,646 | $561,149,224 | |
| 7 | ADBE |
Adobe Inc.
|
2,162,528 | $525,667,302 | |
| 8 | SNOW |
Snowflake Inc.
|
3,256,071 | $491,080,624 |
All Filings in LIF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,088,371 | 712,601 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $32,264,128 | 790,400 | Call | Defined | 2026-05-05 | |
| 2025-12-31 | $50,696,256 | 790,400 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $37,948,302 | 591,648 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $63,190,458 | 594,454 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $84,019,520 | 790,400 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $51,573,600 | 790,400 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $11,214,190 | 171,865 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,065,849 | 158,006 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,224,506 | 78,132 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $381,261 | 9,689 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $238,713 | 7,370 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||