Position in PATH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,205,222
-$84,631 QoQ
Shares Held
110,876
-4.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#167
of 525 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PATH Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026ARIZONA STATE RETIREMENT SYSTEM holds $1,199,315,529 across 61 Software - Infrastructure names. PATH ranks #34 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,957,446 | $730,166,506 | |
| 2 | PANW |
Palo Alto Networks Inc
|
225,037 | $76,742,117 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
604,307 | $70,504,497 | |
| 4 | ORCL |
Oracle Corp
|
478,829 | $70,172,389 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
274,008 | $52,276,616 | |
| 6 | FTNT |
Fortinet, Inc.
|
174,517 | $26,809,301 | |
| 7 | SNPS |
Synopsys Inc
|
50,497 | $22,525,196 | |
| 8 | NET |
Cloudflare, Inc.
|
86,090 | $21,116,155 |
All Filings in PATH
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,205,222 | 110,876 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,289,853 | 116,203 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,869,738 | 114,078 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,630,553 | 121,865 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,593,728 | 124,510 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,242,159 | 120,598 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,552,018 | 122,110 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,626,444 | 127,066 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,525,289 | 120,291 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,412,450 | 106,416 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,644,988 | 106,481 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,675,941 | 97,951 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,610,902 | 97,218 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||