Position in TDC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$118,262,944
+$53,160,695 QoQ
Shares Held
3,413,072
+34.4% QoQ
Ownership
3.67%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 475 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TDC Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $112,804,351,611 across 148 Software - Infrastructure names. TDC ranks #32 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
189,632,090 | $70,736,562,210 | |
| 2 | PANW |
Palo Alto Networks Inc
|
19,615,573 | $6,689,302,704 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
55,334,968 | $6,455,930,716 | |
| 4 | ORCL |
Oracle Corp
|
39,248,959 | $5,751,934,940 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
24,333,356 | $4,642,439,323 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,439,799 | $2,679,101,921 | |
| 7 | SNPS |
Synopsys Inc
|
4,510,929 | $2,012,190,098 | |
| 8 | NET |
Cloudflare, Inc.
|
5,963,905 | $1,462,826,617 |
All Filings in TDC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,262,944 | 3,413,072 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $65,102,249 | 2,540,080 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $66,625,549 | 2,188,750 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $48,687,023 | 2,263,460 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $47,542,497 | 2,130,995 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $48,728,187 | 2,167,624 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $52,211,448 | 1,676,130 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $51,132,516 | 1,685,317 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $57,958,086 | 1,677,028 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $62,596,173 | 1,618,727 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $67,485,445 | 1,551,033 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $68,281,293 | 1,516,688 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $80,312,296 | 1,503,694 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $57,857,869 | 1,436,392 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $46,767,304 | 1,389,403 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $41,339,493 | 1,330,956 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $49,779,597 | 1,345,031 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $68,366,511 | 1,387,026 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $68,626,720 | 1,615,887 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $87,376,166 | 1,523,560 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $75,777,955 | 1,516,469 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $60,825,562 | 1,578,245 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $29,407,342 | 1,308,738 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $27,582,089 | 1,215,070 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $24,730,804 | 1,188,981 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $25,345,392 | 1,236,964 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||