Position in S
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$45,666
-$123,100 QoQ
Shares Held
2,691
-79.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#381
of 484 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in S Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Triumph Capital Management holds $13,831,712 across 33 Software - Infrastructure names. S ranks #17 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,758 | $4,758,989 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
12,721 | $1,484,159 | |
| 3 | ORCL |
Oracle Corp
|
9,840 | $1,442,052 | |
| 4 | CRWV |
CoreWeave, Inc.
|
11,868 | $1,181,340 | |
| 5 | FOUR |
Shift4 Payments, Inc.
|
17,861 | $868,759 | |
| 6 | OKTA |
Okta, Inc.
|
6,098 | $832,072 | |
| 7 | NTSK |
Netskope Inc
|
70,505 | $771,324 | |
| 8 | TWLO |
Twilio Inc
|
3,727 | $768,991 |
All Filings in S
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,666 | 2,691 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $168,766 | 13,103 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $605,115 | 40,341 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $703,114 | 39,927 | Shares | Sole | 2025-12-23 | |
| 2025-06-30 | $611,721 | 33,464 | Shares | Sole | 2025-12-29 | |
| 2025-03-31 | $511,403 | 28,130 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $565,500 | 25,473 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $363,799 | 15,209 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $274,555 | 13,043 | Shares | Sole | 2025-02-14 | |
| 2023-09-30 | $307,020 | 18,210 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $252,849 | 16,745 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $359,331 | 21,964 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $451,983 | 30,979 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||