Position in LIF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$36,479,416
+$19,853,594 QoQ
Shares Held
658,949
+61.8% QoQ
Ownership
0.809%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 200 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LIF Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $14,106,334,533 across 141 Software - Application names. LIF ranks #48 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
12,218,090 | $1,914,085,975 | |
| 2 | SHOP |
Shopify Inc.
|
11,443,080 | $1,306,570,870 | |
| 3 | ADP |
Automatic Data Processing Inc
|
5,497,545 | $1,231,175,199 | |
| 4 | UBER |
Uber Technologies, Inc
|
14,215,874 | $1,025,817,465 | |
| 5 | SNOW |
Snowflake Inc.
|
3,112,675 | $792,175,786 | |
| 6 | NOW |
ServiceNow, Inc.
|
6,319,051 | $627,355,381 | |
| 7 | INTU |
Intuit Inc.
|
2,259,926 | $589,840,686 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,966,396 | $576,726,706 |
All Filings in LIF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,479,416 | 658,949 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $16,625,822 | 407,296 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $6,328,305 | 98,664 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,452,407 | 60,700 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $4,178,021 | 64,031 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,100,640 | 28,670 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $379,807 | 9,203 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $124,660 | 3,168 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||