Position in NTAP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$838,489
+$325,311 QoQ
Shares Held
5,418
+8.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#515
of 950 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NTAP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Portfolio Design Labs, LLC holds $35,292,404 across 9 Software - Infrastructure names. NTAP ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
49,926 | $18,623,396 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
28,708 | $5,477,055 | |
| 3 | PANW |
Palo Alto Networks Inc
|
12,693 | $4,328,566 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
20,689 | $2,413,785 | |
| 5 | ORCL |
Oracle Corp
|
14,192 | $2,079,837 | |
| 6 | SNPS |
Synopsys Inc
|
2,085 | $930,055 | |
| 7 | NTAP |
NetApp, Inc.
This page
|
5,418 | $838,489 | |
| 8 | FTNT |
Fortinet, Inc.
|
2,373 | $364,540 |
All Filings in NTAP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $838,489 | 5,418 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $513,178 | 5,012 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $611,483 | 5,710 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $637,551 | 5,382 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $563,436 | 5,288 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $664,509 | 7,565 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,405,758 | 20,725 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,990,610 | 16,117 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||