Position in TLS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$473,413
+$138,423 QoQ
Shares Held
102,916
+28.7% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#56
of 159 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TLS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026State of Wyoming holds $38,370,367 across 69 Software - Infrastructure names. TLS ranks #23 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
30,409 | $11,343,165 | |
| 2 | TWLO |
Twilio Inc
|
8,500 | $1,753,805 | |
| 3 | VRSN |
Verisign Inc/Ca
|
6,456 | $1,624,071 | |
| 4 | FIVN |
Five9, Inc.
|
58,199 | $1,240,802 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
9,570 | $1,116,531 | |
| 6 | FLYW |
Flywire Corp
|
58,380 | $1,025,736 | |
| 7 | CPAY |
Corpay, Inc.
|
3,017 | $1,005,475 | |
| 8 | GTLB |
Gitlab Inc.
|
30,692 | $937,026 |
All Filings in TLS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,413 | 102,916 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $334,990 | 79,950 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $452,211 | 88,669 | Shares | Sole | 2026-02-11 | |
| 2024-06-30 | $214,302 | 53,309 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $180,144 | 43,304 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $56,199 | 15,397 | Shares | Sole | 2024-02-15 | |
| 2023-03-31 | $115,838 | 45,786 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $133,612 | 26,250 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||