Position in TOST
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$75,970,298
-$9,564,269 QoQ
Shares Held
2,730,780
-15.4% QoQ
Ownership
0.472%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#34
of 764 holders
Holding Since
Sep 2021
9 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JENNISON ASSOCIATES LLC holds $12,846,568,603 across 19 Software - Infrastructure names. TOST ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
16,326,489 | $6,090,106,926 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
15,041,200 | $2,869,635,341 | |
| 3 | NET |
Cloudflare, Inc.
|
5,419,068 | $1,329,188,998 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
8,711,763 | $1,016,401,389 | |
| 5 | ORCL |
Oracle Corp
|
5,793,909 | $849,097,363 | |
| 6 | CRWV |
CoreWeave, Inc.
|
4,019,579 | $400,108,892 | |
| 7 | FLYW |
Flywire Corp
|
5,272,962 | $92,645,941 | |
| 8 | TOST |
Toast, Inc.
This page
|
2,730,780 | $75,970,298 |
All Filings in TOST
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,970,298 | 2,730,780 | Shares | Defined | 2026-08-03 | |
| 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. | ||||||