Position in TOST
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$208,371
-$74,727 QoQ
Shares Held
7,490
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#557
of 764 holders
Holding Since
Dec 2024
5 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 Jun 30, 2026Stonekeep Investments, LLC holds $4,096,335 across 8 Software - Infrastructure names. TOST ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,861 | $2,186,270 | |
| 2 | NET |
Cloudflare, Inc.
|
1,430 | $350,750 | |
| 3 | TWLO |
Twilio Inc
|
1,675 | $345,602 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,659 | $310,225 | |
| 5 | PANW |
Palo Alto Networks Inc
|
872 | $297,369 | |
| 6 | XYZ |
Block, Inc.
|
3,524 | $267,824 | |
| 7 | TOST |
Toast, Inc.
This page
|
7,490 | $208,371 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
2,724 | $129,924 |
All Filings in TOST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,371 | 7,490 | Shares | Sole | 2026-07-10 | |
| 2025-09-30 | $283,098 | 7,754 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $349,625 | 7,894 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $258,427 | 7,791 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $273,156 | 7,494 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||