Position in NTNX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$404,010
+$90,732 QoQ
Shares Held
7,928
-3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#335
of 559 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NTNX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Motley Fool Asset Management LLC holds $196,256,036 across 17 Software - Infrastructure names. NTNX ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
326,966 | $121,964,857 | |
| 2 | PANW |
Palo Alto Networks Inc
|
50,491 | $17,218,440 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
76,888 | $14,669,077 | |
| 4 | FTNT |
Fortinet, Inc.
|
57,164 | $8,781,533 | |
| 5 | TOST |
Toast, Inc.
|
247,505 | $6,885,589 | |
| 6 | NET |
Cloudflare, Inc.
|
24,065 | $5,902,663 | |
| 7 | CLBT |
Cellebrite DI Ltd.
|
380,630 | $5,557,198 | |
| 8 | MDB |
MongoDB, Inc.
|
15,032 | $5,049,248 |
All Filings in NTNX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,010 | 7,928 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $313,278 | 8,242 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $448,979 | 8,686 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,795,377 | 51,020 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,042,988 | 52,891 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $513,522 | 7,356 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $391,184 | 6,394 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $340,569 | 5,748 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $298,178 | 5,245 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $317,240 | 5,140 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $218,944 | 4,591 | Shares | Sole | 2024-02-02 | |
| 2021-12-31 | $3,249 | 102 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||