Position in S
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$248,661
New position
Shares Held
14,653
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#312
of 484 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KNIGHTSBRIDGE ASSET MANAGEMENT, LLC holds $23,983,126 across 14 Software - Infrastructure names. S ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
31,576 | $11,778,479 | |
| 2 | CPAY |
Corpay, Inc.
|
24,054 | $8,016,476 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
8,759 | $1,021,912 | |
| 4 | FTNT |
Fortinet, Inc.
|
3,688 | $566,550 | |
| 5 | VRSN |
Verisign Inc/Ca
|
1,973 | $496,327 | |
| 6 | ORCL |
Oracle Corp
|
2,777 | $406,969 | |
| 7 | SNPS |
Synopsys Inc
|
733 | $326,969 | |
| 8 | RBRK |
Rubrik, Inc.
|
3,634 | $291,737 |
All Filings in S
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,661 | 14,653 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||