Position in PAYO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,695,029
-$10,135,529 QoQ
Shares Held
518,965
-81.9% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 300 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PAYO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026DEUTSCHE BANK AG\ holds $20,014,190,521 across 100 Software - Infrastructure names. PAYO ranks #49 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,564,249 | $12,147,116,152 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,343,546 | $1,481,236,049 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,257,866 | $1,196,785,218 | |
| 4 | ORCL |
Oracle Corp
|
6,081,070 | $891,180,799 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,292,732 | $628,203,871 | |
| 6 | FTNT |
Fortinet, Inc.
|
3,782,726 | $581,102,363 | |
| 7 | NET |
Cloudflare, Inc.
|
1,604,234 | $393,486,509 | |
| 8 | SNPS |
Synopsys Inc
|
834,494 | $372,242,730 |
All Filings in PAYO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,695,029 | 518,965 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $13,830,558 | 2,863,470 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $37,653,216 | 6,699,861 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $40,487,160 | 6,692,093 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $32,395,416 | 4,729,258 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $16,529,479 | 2,261,215 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $27,902,263 | 2,779,110 | Shares | Defined | 2025-06-30 | |
| 2024-09-30 | $5,931,087 | 787,661 | Shares | Defined | 2025-06-26 | |
| 2024-06-30 | $4,154,357 | 749,884 | Shares | Defined | 2025-06-12 | |
| 2024-03-31 | $3,678,917 | 756,979 | Shares | Defined | 2025-06-02 | |
| 2023-12-31 | $3,924,896 | 753,339 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $861,046 | 140,694 | Shares | Defined | 2023-11-24 | |
| 2023-06-30 | $8,985,983 | 1,868,188 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $12,477,800 | 1,986,911 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $17,664,751 | 3,229,388 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $18,944,140 | 3,131,263 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,360,829 | 3,153,273 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $13,577,175 | 3,044,210 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $86,774 | 11,806 | Shares | Defined | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||