Position in NTCT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$229,769
+$9,752 QoQ
Shares Held
5,276
-23.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#224
of 312 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NTCT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $356,647,636 across 32 Software - Infrastructure names. NTCT ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
644,821 | $240,531,128 | |
| 2 | PANW |
Palo Alto Networks Inc
|
77,696 | $26,495,889 | |
| 3 | ORCL |
Oracle Corp
|
174,482 | $25,570,336 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
201,740 | $23,537,005 | |
| 5 | CORZ |
Core Scientific, Inc./tx
|
401,348 | $10,270,495 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
146,136 | $6,970,138 | |
| 7 | TWLO |
Twilio Inc
|
16,595 | $3,424,046 | |
| 8 | FTNT |
Fortinet, Inc.
|
21,315 | $3,274,409 |
All Filings in NTCT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,769 | 5,276 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $220,017 | 6,921 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $250,114 | 9,243 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||