Tortuga Wealth Management, Inc

Position in TOST — Toast, Inc.

CIK 2118051 TORRANCE, CA

Position in TOST

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$315,757

-$104,426 QoQ

Shares Held

11,350

-28.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#495

of 764 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

Tortuga Wealth Management, Inc holds $9,631,661 across 6 Software - Infrastructure names. TOST ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	19,102	$7,125,428
2	PLTR	Palantir Technologies Inc.	8,806	$1,027,396
3	ORCL	Oracle Corp	3,873	$567,588
4	PANW	Palo Alto Networks Inc	1,066	$363,527
5	TOST	Toast, Inc. This page	11,350	$315,757
6	OKTA	Okta, Inc.	1,700	$231,965

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$315,757	11,350	-28.4%	Shares	Sole	2026-07-31
2026-03-31	$420,183	15,850	+48.8%	Shares	Sole	2026-07-17
2025-12-31	$378,181	10,650	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.