Position in S
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,623,595
+$2,547,307 QoQ
Shares Held
154,602
+2510.2% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#126
of 484 holders
Holding Since
Jun 2021
15 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 Jun 30, 2026Arax Advisory Partners holds $345,096,441 across 98 Software - Infrastructure names. S ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
475,444 | $177,350,120 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
307,090 | $35,828,190 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
129,064 | $24,623,475 | |
| 4 | ORCL |
Oracle Corp
|
160,155 | $23,470,715 | |
| 5 | PANW |
Palo Alto Networks Inc
|
31,780 | $10,837,615 | |
| 6 | FTNT |
Fortinet, Inc.
|
59,438 | $9,130,865 | |
| 7 | SNPS |
Synopsys Inc
|
9,877 | $4,405,833 | |
| 8 | VRSN |
Verisign Inc/Ca
|
16,609 | $4,178,160 |
All Filings in S
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,623,595 | 154,602 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $76,288 | 5,923 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $33,420 | 2,228 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $385,958 | 21,917 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $6,304 | 284 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,171 | 258 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,430 | 258 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $16,360 | 1,000 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $14,590 | 1,000 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $25,560 | 1,000 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $23,330 | 1,000 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $38,740 | 1,000 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $50,490 | 1,000 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $53,570 | 1,000 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $42,500 | 1,000 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||