Position in TOST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$265,124
+$265,124 QoQ
Shares Held
9,530
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#524
of 764 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Derivatives in TOST
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$2,782,000
PutShares
100,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Limestone Investment Advisors LP holds $4,841,925 across 9 Software - Infrastructure names. TOST ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,820 | $1,424,936 | |
| 2 | CHKP |
Check Point Software Technologies Ltd
|
10,126 | $1,330,860 | |
| 3 | FTNT |
Fortinet, Inc.
|
4,949 | $760,265 | |
| 4 | PAGS |
PagSeguro Digital Ltd.
|
57,286 | $518,438 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,390 | $395,511 | |
| 6 | TOST |
Toast, Inc.
This page
|
9,530 | $265,124 | |
| 7 | SNPS |
Synopsys Inc
|
280 | $124,899 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
80 | $15,262 |
All Filings in TOST
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,124 | 9,530 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $2,782,000 | 100,000 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $2,666,906 | 100,600 | Call | Sole | 2026-05-15 | |
| 2025-09-30 | $941,958 | 25,800 | Call | Sole | 2025-11-13 | |
| 2025-09-30 | $887,193 | 24,300 | Put | Sole | 2025-11-13 | |
| 2025-09-30 | $447,758 | 12,264 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,031,957 | 23,300 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $881,371 | 19,900 | Call | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||