Position in S
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$502,821
+$310,819 QoQ
Shares Held
29,630
+98.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 484 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in S Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Corient Private Wealth LLC holds $2,990,244,447 across 62 Software - Infrastructure names. S ranks #45 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,476,562 | $2,042,867,156 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,111,104 | $378,908,686 | |
| 3 | ORCL |
Oracle Corp
|
1,270,385 | $186,174,921 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
459,622 | $53,624,098 | |
| 5 | NET |
Cloudflare, Inc.
|
208,879 | $51,233,841 | |
| 6 | FTNT |
Fortinet, Inc.
|
211,837 | $32,542,399 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
144,764 | $27,618,799 | |
| 8 | FFIV |
F5, Inc.
|
50,745 | $21,107,890 |
All Filings in S
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,821 | 29,630 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $192,002 | 14,907 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $257,820 | 17,188 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $6,120,249 | 347,544 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $6,217,832 | 340,144 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $5,416,330 | 297,928 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,886,684 | 310,211 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,758,405 | 198,930 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||