Position in TOST
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$85,534,567
-$452,724,414 QoQ
Shares Held
3,226,502
-78.7% QoQ
Ownership
0.556%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
8 quarters on record
Voting authority
Sole 68.90555158496726.ToString("F0")%
Shared 0.ToString("F0")%
None 31.09444841503275.ToString("F0")%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026JENNISON ASSOCIATES LLC holds $10,834,302,540 across 14 Software - Infrastructure names. TOST ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,883,560 | $6,619,957,404 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
10,760,942 | $1,574,110,594 | |
| 3 | ORCL |
Oracle Corp
|
6,935,065 | $1,020,217,411 | |
| 4 | NET |
Cloudflare, Inc.
|
4,394,484 | $906,757,827 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,829,124 | $373,732,074 | |
| 6 | CRWV |
CoreWeave, Inc.
|
1,228,027 | $95,135,251 | |
| 7 | TOST |
Toast, Inc.
This page
|
3,226,502 | $85,534,567 | |
| 8 | FLYW |
Flywire Corp
|
5,298,881 | $61,678,974 |
All Filings in TOST
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85,534,567 | 3,226,502 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $538,258,981 | 15,157,955 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $547,670,481 | 15,000,561 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $380,977,574 | 8,601,887 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $66,195,445 | 1,995,642 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $12,832,149 | 352,048 | Shares | Defined | 2025-01-24 | |
| 2022-09-30 | $382,185 | 22,858 | Shares | Defined | 2022-11-01 | |
| 2021-09-30 | $12,487,500 | 250,000 | Shares | Defined | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||