Position in SNPS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$915,781
+$229,475 QoQ
Shares Held
2,053
+18.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#765
of 1,443 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SNPS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Perigon Wealth Management, LLC holds $129,344,898 across 26 Software - Infrastructure names. SNPS ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
188,165 | $70,189,308 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
83,708 | $9,766,212 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
49,236 | $9,393,490 | |
| 4 | PANW |
Palo Alto Networks Inc
|
20,065 | $6,842,566 | |
| 5 | NET |
Cloudflare, Inc.
|
26,761 | $6,563,938 | |
| 6 | ORCL |
Oracle Corp
|
40,148 | $5,883,689 | |
| 7 | MQ |
Marqeta, Inc.
|
243,301 | $3,951,212 | |
| 8 | FTNT |
Fortinet, Inc.
|
16,613 | $2,552,089 |
All Filings in SNPS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,781 | 2,053 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $686,306 | 1,731 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $736,990 | 1,569 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,202,884 | 2,438 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,093,033 | 2,132 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $688,304 | 1,605 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $737,747 | 1,520 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $778,321 | 1,537 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,034,214 | 1,738 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $930,402 | 1,628 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $690,494 | 1,341 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $552,599 | 1,204 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $522,056 | 1,199 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $455,388 | 1,179 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $520,442 | 1,630 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $330,256 | 1,081 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $331,640 | 1,092 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $307,941 | 924 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $288,904 | 784 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $215,275 | 719 | Shares | Sole | 2021-11-01 | |
| 2020-12-31 | $159,951 | 617 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||