Valeo Financial Advisors, LLC

Position in SNPS — Synopsys Inc

CIK 1722641 CARMEL, IN

Position in SNPS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$264,965

+$38,179 QoQ

Shares Held

594

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,069

of 1,440 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $97,734,036 across 13 Software - Infrastructure names. SNPS ranks #10 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	179,265	$66,869,430
2	ORCL	Oracle Corp	80,686	$11,824,533
3	PANW	Palo Alto Networks Inc	23,089	$7,873,810
4	PLTR	Palantir Technologies Inc.	47,316	$5,520,357
5	CRWD	CrowdStrike Holdings, Inc.	36,984	$1,763,998
6	FTNT	Fortinet, Inc.	11,303	$1,736,366
7	NTAP	NetApp, Inc.	3,461	$535,624
8	TWLO	Twilio Inc	2,382	$491,478

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$264,965	594	+3.8%	Shares	Sole	2026-07-08
2026-03-31	$226,786	572	-7.4%	Shares	Sole	2026-05-08
2025-12-31	$290,286	618	-7.2%	Shares	Sole	2026-02-04
2025-09-30	$328,597	666	+3.9%	Shares	Sole	2025-11-03
2025-06-30	$328,627	641	+12.5%	Shares	Sole	2025-09-12
2025-03-31	$244,444	570	+6.3%	Shares	Sole	2025-04-30
2024-12-31	$260,152	536	-0.9%	Shares	Sole	2025-01-30
2024-09-30	$273,956	541	-8.5%	Shares	Sole	2024-10-10
2024-06-30	$351,680	591	-2.2%	Shares	Sole	2024-07-10
2024-03-31	$345,186	604	-4.6%	Shares	Sole	2024-04-25
2023-12-31	$325,938	633	+19.4%	Shares	Sole	2024-01-29
2023-09-30	$243,254	530	+1792.9%	Shares	Sole	2023-10-20
2021-03-31	$6,937	28	+833.3%	Shares	Sole	2021-04-12
2020-12-31	$777	3	0.0%	Shares	Sole	2021-02-11
2020-09-30	$641	3	-97.2%	Shares	Sole	2020-10-28
2020-06-30	$21,060	108	0.0%	Shares	Sole	2020-07-20
2020-03-31	$13,909	108	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.