Position in PENG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,364,379
New position
Shares Held
17,950
first reported quarter
Ownership
0.035%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#147
of 350 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Information Technology Services
Technology · as of Jun 30, 2026Timothy G. Youngquist 2020 Irrevocable Trust holds $3,975,379 across 2 Information Technology Services names. PENG ranks #2 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APLD |
Applied Digital Corp.
|
70,000 | $2,611,000 | |
| 2 | PENG |
Penguin Solutions, Inc.
This page
|
17,950 | $1,364,379 |
All Filings in PENG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,364,379 | 17,950 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||