Position in S
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,541,935
New position
Shares Held
385,500
first reported quarter
Ownership
0.112%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#84
of 484 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LONGFELLOW INVESTMENT MANAGEMENT CO LLC holds $11,164,834 across 8 Software - Infrastructure names. S ranks #1 (58.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | S |
SentinelOne, Inc.
This page
|
385,500 | $6,541,935 | |
| 2 | MSFT |
Microsoft Corp
|
11,970 | $4,465,049 | |
| 3 | RAMP |
LiveRamp Holdings, Inc.
|
2,152 | $81,001 | |
| 4 | IMXI |
International Money Express, Inc.
|
4,871 | $70,385 | |
| 5 | ORCL |
Oracle Corp
|
44 | $6,448 | |
| 6 | CYAB |
Cyabra, Inc.
|
43 | $16 | |
| 7 | BNAI |
Brand Engagement Network Inc.
|
145 | $0 | |
| 8 | BRUN |
Boost Run Inc.
|
238 | $0 |
All Filings in S
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,541,935 | 385,500 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||