Position in TDC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,764,138
+$10,489,326 QoQ
Shares Held
419,982
+4552.0% QoQ
Ownership
0.446%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
5 quarters on record
Voting authority
Sole 94.91854605119963.ToString("F0")%
Shared 0.02750610515942778.ToString("F0")%
None 5.053947843640947.ToString("F0")%
Common Shares in TDC Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Corient Private Wealth LLC holds $2,651,554,378 across 61 Software - Infrastructure names. TDC ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,668,485 | $2,098,303,091 | |
| 2 | ORCL |
Oracle Corp
|
1,197,426 | $176,153,338 | |
| 3 | PANW |
Palo Alto Networks Inc
|
804,278 | $128,941,848 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
548,683 | $80,261,348 | |
| 5 | CPAY |
Corpay, Inc.
|
55,454 | $16,136,558 | |
| 6 | FFIV |
F5, Inc.
|
50,043 | $14,478,941 | |
| 7 | TWLO |
Twilio Inc
|
105,259 | $13,243,686 | |
| 8 | OKTA |
Okta, Inc.
|
152,883 | $12,033,420 |
All Filings in TDC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||