Asio Capital, LLC

Position in TOST — Toast, Inc.

CIK 1803291 LEXINGTON, KY

Position in TOST

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$3,531,693

+$464,911 QoQ

Shares Held

126,948

+9.7% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#225

of 764 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Asio Capital, LLC holds $47,553,646 across 5 Software - Infrastructure names. TOST ranks #4 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	61,314	$20,909,300
2	MSFT	Microsoft Corp	42,668	$15,916,017
3	SNPS	Synopsys Inc	9,667	$4,312,158
4	TOST	Toast, Inc. This page	126,948	$3,531,693
5	CRWD	CrowdStrike Holdings, Inc.	60,476	$2,884,478

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,531,693	126,948	+9.7%	Shares	Sole	2026-07-17
2026-03-31	$3,066,782	115,684	—	Shares	Sole	2026-04-15
No filing history on record for this holder in this stock.