Position in TOST
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,243,910
-$3,007,791 QoQ
Shares Held
273,252
-5.4% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Motley Fool Asset Management LLC holds $174,527,077 across 17 Software - Infrastructure names. TOST ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
303,071 | $112,187,792 | |
| 2 | PANW |
Palo Alto Networks Inc
|
66,483 | $10,658,554 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
24,435 | $9,539,668 | |
| 4 | TOST |
Toast, Inc.
This page
|
273,252 | $7,243,910 | |
| 5 | SNPS |
Synopsys Inc
|
16,714 | $6,626,766 | |
| 6 | NET |
Cloudflare, Inc.
|
31,286 | $6,455,553 | |
| 7 | CLBT |
Cellebrite DI Ltd.
|
397,364 | $5,475,675 | |
| 8 | FTNT |
Fortinet, Inc.
|
66,950 | $5,471,154 |
All Filings in TOST
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,243,910 | 273,252 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,251,701 | 288,699 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,904,113 | 298,661 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,934,475 | 314,619 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $10,818,163 | 326,143 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $12,289,409 | 337,158 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $11,025,499 | 389,456 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,994,276 | 387,826 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,316,157 | 413,971 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,482,702 | 135,964 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||