Position in TDC
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$12,615,163
+$1,851,025 QoQ
Shares Held
364,074
-13.3% QoQ
Ownership
0.391%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#51
of 475 holders
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in TDC Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Corient Private Wealth LLC holds $2,862,811,970 across 70 Software - Infrastructure names. TDC ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,128,574 | $1,913,060,672 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,095,028 | $373,426,447 | |
| 3 | ORCL |
Oracle Corp
|
1,282,773 | $187,990,382 | |
| 4 | NET |
Cloudflare, Inc.
|
208,103 | $51,043,503 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
383,278 | $44,717,043 | |
| 6 | FTNT |
Fortinet, Inc.
|
198,342 | $30,469,297 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
130,456 | $24,889,047 | |
| 8 | FFIV |
F5, Inc.
|
49,673 | $20,661,980 |
All Filings in TDC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,615,163 | 364,074 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $10,764,138 | 419,982 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $274,812 | 9,028 | Shares | Sole | 2026-03-09 | |
| 2023-12-31 | $2,826,540 | 64,963 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,782,609 | 106,233 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,766,837 | 107,973 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||