Position in S
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$162,094
-$29,266 QoQ
Shares Held
12,585
+57.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in S Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Jaffetilchin Investment Partners, LLC holds $43,507,038 across 8 Software - Infrastructure names. S ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
82,003 | $30,355,050 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
37,812 | $5,531,139 | |
| 3 | PANW |
Palo Alto Networks Inc
|
25,996 | $4,167,678 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
18,412 | $1,797,057 | |
| 5 | ORCL |
Oracle Corp
|
5,980 | $879,717 | |
| 6 | CRWV |
CoreWeave, Inc.
|
4,842 | $375,109 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,927 | $239,194 | |
| 8 | S |
SentinelOne, Inc.
This page
|
12,585 | $162,094 |
All Filings in S
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $162,094 | 12,585 | Shares | Sole | 2026-05-13 | |
| 2024-09-30 | $191,360 | 8,000 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||