Position in PDYN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$279,680
-$54,170 QoQ
Shares Held
46,000
-16.4% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#29
of 118 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PDYN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Carnegie Investment Counsel holds $221,259,559 across 11 Software - Infrastructure names. PDYN ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
396,759 | $147,999,042 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
117,600 | $22,436,316 | |
| 3 | SNPS |
Synopsys Inc
|
32,263 | $14,391,556 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
114,969 | $13,413,433 | |
| 5 | AKAM |
Akamai Technologies Inc
|
86,759 | $10,255,781 | |
| 6 | ORCL |
Oracle Corp
|
38,757 | $5,679,838 | |
| 7 | NET |
Cloudflare, Inc.
|
22,627 | $5,549,950 | |
| 8 | MDB |
MongoDB, Inc.
|
1,587 | $533,073 |
All Filings in PDYN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,680 | 46,000 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $333,850 | 55,000 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $234,300 | 55,000 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $601,300 | 70,000 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||