Position in RBRK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,548,135
+$1,830,660 QoQ
Shares Held
44,197
+26.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#168
of 569 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RBRK Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WEALTH EFFECTS LLC holds $20,742,864 across 10 Software - Infrastructure names. RBRK ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCN |
DigitalOcean Holdings, Inc.
|
43,835 | $6,883,410 | |
| 2 | MSFT |
Microsoft Corp
|
17,183 | $6,409,602 | |
| 3 | RBRK |
Rubrik, Inc.
This page
|
44,197 | $3,548,135 | |
| 4 | ORCL |
Oracle Corp
|
6,005 | $880,032 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,784 | $721,930 | |
| 6 | PANW |
Palo Alto Networks Inc
|
1,878 | $640,435 | |
| 7 | S |
SentinelOne, Inc.
|
37,650 | $638,920 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
4,329 | $505,064 |
All Filings in RBRK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,548,135 | 44,197 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,717,475 | 35,072 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||