Position in TOST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,096,664
+$51,640 QoQ
Shares Held
39,420
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#347
of 764 holders
Holding Since
Sep 2024
8 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, 2026SIT INVESTMENT ASSOCIATES INC holds $154,230,045 across 10 Software - Infrastructure names. TOST ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
275,845 | $102,895,701 | |
| 2 | PANW |
Palo Alto Networks Inc
|
91,842 | $31,319,958 | |
| 3 | ORCL |
Oracle Corp
|
49,996 | $7,326,913 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
26,000 | $4,960,410 | |
| 5 | IOT |
Samsara Inc.
|
70,515 | $2,286,801 | |
| 6 | SNPS |
Synopsys Inc
|
4,842 | $2,159,870 | |
| 7 | EEFT |
Euronet Worldwide, Inc.
|
28,900 | $2,115,191 | |
| 8 | TOST |
Toast, Inc.
This page
|
39,420 | $1,096,664 |
All Filings in TOST
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,096,664 | 39,420 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,045,024 | 39,420 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,385,848 | 39,027 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,585,446 | 43,425 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,923,293 | 43,425 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,440,407 | 43,425 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,582,841 | 43,425 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,229,361 | 43,425 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||