Concurrent Investment Advisors, LLC

Position in S — SentinelOne, Inc.

CIK 2001015 Tampa, FL

Back to S Full portfolio

Position in S

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$186,058

+$17,305 QoQ

Shares Held

10,964

-16.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#344

of 484 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in S Over Time

Shares Held

Position Value (USD)

Derivatives in S

reported options exposure · as of Sep 30, 2025

CallValue

CallShares

PutValue

$3,522

PutShares

200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $356,647,636 across 32 Software - Infrastructure names. S ranks #32 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	644,821	$240,531,128
2	PANW	Palo Alto Networks Inc	77,696	$26,495,889
3	ORCL	Oracle Corp	174,482	$25,570,336
4	PLTR	Palantir Technologies Inc.	201,740	$23,537,005
5	CORZ	Core Scientific, Inc./tx	401,348	$10,270,495
6	CRWD	CrowdStrike Holdings, Inc.	146,136	$6,970,138
7	TWLO	Twilio Inc	16,595	$3,424,046
8	FTNT	Fortinet, Inc.	21,315	$3,274,409

All Filings in S

Export CSV

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$186,058	10,964	-16.3%	Shares	Sole	2026-07-27
2026-03-31	$168,753	13,102	-34.8%	Shares	Sole	2026-04-21
2025-12-31	$301,530	20,102	+34.5%	Shares	Sole	2026-01-29
2025-09-30	$263,251	14,949	+50.7%	Shares	Sole	2025-10-27
2025-09-30	$3,522	200	0.0%	Put	Sole	2025-10-27
2025-06-30	$181,392	9,923	—	Shares	Sole	2025-07-25
2025-06-30	$3,656	200	—	Put	Sole	2025-07-25
No filing history on record for this holder in this stock.