Position in TOST
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$39,113,556
-$1,690,715 QoQ
Shares Held
1,405,951
-8.7% QoQ
Ownership
0.243%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#58
of 772 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $2,362,071,824 across 41 Software - Infrastructure names. TOST ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,442,574 | $1,284,148,952 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,226,519 | $418,267,509 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,088,940 | $207,753,417 | |
| 4 | TWLO |
Twilio Inc
|
376,430 | $77,668,801 | |
| 5 | MDB |
MongoDB, Inc.
|
208,408 | $70,004,247 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
413,148 | $64,876,630 | |
| 7 | ORCL |
Oracle Corp
|
305,552 | $44,778,645 | |
| 8 | NET |
Cloudflare, Inc.
|
176,202 | $43,218,826 |
All Filings in TOST
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,113,556 | 1,405,951 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $40,804,271 | 1,539,203 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $58,892,518 | 1,658,477 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $59,002,533 | 1,616,065 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $71,399,864 | 1,612,099 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $54,102,492 | 1,631,067 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $58,044,838 | 1,592,451 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $46,598,486 | 1,646,008 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $37,054,940 | 1,437,910 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $26,059,965 | 1,045,745 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,362,294 | 457,957 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $32,835,769 | 1,753,111 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $47,197,548 | 2,091,163 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $34,713,710 | 1,955,702 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,371,661 | 242,466 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,883,190 | 112,631 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $308,567 | 23,846 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $305,523 | 14,060 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $507,217 | 14,613 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||