Position in PAYO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,366,192
-$3,626,115 QoQ
Shares Held
191,881
-71.1% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#99
of 300 holders
Holding Since
Sep 2023
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAYO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NOMURA HOLDINGS INC holds $788,279,495 across 36 Software - Infrastructure names. PAYO ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
538,204 | $200,760,855 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
622,176 | $118,701,847 | |
| 3 | SNPS |
Synopsys Inc
|
232,532 | $103,725,548 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
644,797 | $75,228,464 | |
| 5 | ORCL |
Oracle Corp
|
435,485 | $63,820,326 | |
| 6 | PANW |
Palo Alto Networks Inc
|
173,552 | $59,184,702 | |
| 7 | CORZ |
Core Scientific, Inc./tx
|
1,397,067 | $35,750,944 | |
| 8 | NTNX |
Nutanix, Inc.
|
480,785 | $24,500,803 |
All Filings in PAYO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,366,192 | 191,881 | Shares | Defined | 2026-08-14 | |
| 2024-09-30 | $4,992,307 | 662,989 | Shares | Defined | 2025-01-13 | |
| 2024-03-31 | $502,188 | 103,331 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $820,049 | 133,995 | Shares | Defined | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||