Position in S
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$220,100
New position
Shares Held
12,970
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#327
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, 2026MISSION WEALTH MANAGEMENT, LP holds $305,477,729 across 21 Software - Infrastructure names. S ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
644,605 | $240,450,557 | |
| 2 | ORCL |
Oracle Corp
|
110,951 | $16,259,869 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
268,208 | $12,792,515 | |
| 4 | PANW |
Palo Alto Networks Inc
|
31,241 | $10,653,805 | |
| 5 | AKAM |
Akamai Technologies Inc
|
42,899 | $5,071,090 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
42,339 | $4,939,691 | |
| 7 | SNPS |
Synopsys Inc
|
8,508 | $3,795,163 | |
| 8 | NET |
Cloudflare, Inc.
|
11,340 | $2,781,475 |
All Filings in S
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,100 | 12,970 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||