Position in S
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$627,788
-$486,467 QoQ
Shares Held
36,994
-41.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#214
of 484 holders
Holding Since
Jun 2025
3 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, 2026Sciencast Management LP holds $15,998,537 across 9 Software - Infrastructure names. S ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
|
27,494 | $4,223,628 | |
| 2 | XYZ |
Block, Inc.
|
54,395 | $4,134,020 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
31,340 | $3,656,437 | |
| 4 | GTLB |
Gitlab Inc.
|
59,320 | $1,811,039 | |
| 5 | NET |
Cloudflare, Inc.
|
2,875 | $705,180 | |
| 6 | S |
SentinelOne, Inc.
This page
|
36,994 | $627,788 | |
| 7 | GDDY |
GoDaddy Inc.
|
4,445 | $377,291 | |
| 8 | PATH |
UiPath, Inc.
|
23,625 | $256,803 |
All Filings in S
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,788 | 36,994 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $1,114,255 | 63,274 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,812,952 | 208,586 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||