Position in TOST
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$238,201,415
-$69,849,822 QoQ
Shares Held
8,985,342
+3.6% QoQ
Ownership
1.55%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $102,954,600,928 across 147 Software - Infrastructure names. TOST ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
188,501,918 | $69,777,754,985 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
55,871,332 | $8,172,858,444 | |
| 3 | ORCL |
Oracle Corp
|
38,948,218 | $5,729,672,349 | |
| 4 | PANW |
Palo Alto Networks Inc
|
19,323,515 | $3,097,945,924 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
5,997,348 | $2,341,424,632 | |
| 6 | SNPS |
Synopsys Inc
|
4,564,997 | $1,809,930,010 | |
| 7 | FTNT |
Fortinet, Inc.
|
17,461,777 | $1,426,976,416 | |
| 8 | NET |
Cloudflare, Inc.
|
5,993,429 | $1,236,684,139 |
All Filings in TOST
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $238,201,415 | 8,985,342 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $308,051,237 | 8,675,056 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $310,547,706 | 8,505,826 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $350,002,566 | 7,902,519 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $254,877,682 | 7,683,982 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $257,400,386 | 7,061,739 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $194,374,590 | 6,865,934 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $172,935,304 | 6,710,722 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $146,268,513 | 5,869,523 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $102,234,142 | 5,598,803 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $98,083,915 | 5,236,728 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $109,944,925 | 4,871,286 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $72,055,450 | 4,059,462 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $70,509,524 | 3,910,678 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $59,420,171 | 3,553,838 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $37,625,806 | 2,907,713 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $13,732,947 | 631,981 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $21,564,559 | 621,278 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||