Position in PGY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,263,700
+$2,553,916 QoQ
Shares Held
280,146
+724.9% QoQ
Ownership
0.330%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in PGY Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Voleon Capital Management LP holds $313,021,033 across 30 Software - Infrastructure names. PGY ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
470,995 | $174,348,219 | |
| 2 | FTNT |
Fortinet, Inc.
|
428,457 | $35,013,506 | |
| 3 | RBRK |
Rubrik, Inc.
|
330,959 | $16,207,062 | |
| 4 | VRSN |
Verisign Inc/Ca
|
63,670 | $15,813,081 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
82,857 | $12,120,321 | |
| 6 | TOST |
Toast, Inc.
|
424,485 | $11,253,097 | |
| 7 | ORCL |
Oracle Corp
|
73,072 | $10,749,621 | |
| 8 | NET |
Cloudflare, Inc.
|
32,734 | $6,754,333 |
All Filings in PGY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,263,700 | 280,146 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $709,784 | 33,961 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,817,354 | 61,211 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $353,123 | 16,563 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||