Position in VHC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$548,817
-$127,517 QoQ
Shares Held
43,214
-9.8% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 29 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VHC Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $112,791,875,778 across 147 Software - Infrastructure names. VHC ranks #107 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
189,632,090 | $70,736,562,210 | |
| 2 | PANW |
Palo Alto Networks Inc
|
19,615,573 | $6,689,302,704 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
55,334,968 | $6,455,930,716 | |
| 4 | ORCL |
Oracle Corp
|
39,248,959 | $5,751,934,940 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
24,333,356 | $4,642,439,323 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,439,799 | $2,679,101,921 | |
| 7 | SNPS |
Synopsys Inc
|
4,510,929 | $2,012,190,098 | |
| 8 | NET |
Cloudflare, Inc.
|
5,963,905 | $1,462,826,617 |
All Filings in VHC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,817 | 43,214 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $676,334 | 47,933 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $699,694 | 41,923 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $669,929 | 37,239 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $351,073 | 32,357 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $229,378 | 31,039 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $236,740 | 30,158 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $211,069 | 29,939 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $192,283 | 28,277 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $171,598 | 27,066 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $189,462 | 27,066 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $134,975 | 539,900 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $253,457 | 539,271 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $706,445 | 539,271 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $701,052 | 539,271 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $619,006 | 529,065 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $618,531 | 528,659 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,665,222 | 1,021,609 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,671,255 | 1,027,406 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,034,220 | 1,029,138 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,333,618 | 1,014,899 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,682,625 | 1,020,220 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $4,455,984 | 884,124 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,567,920 | 866,778 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,847,198 | 899,569 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,702,476 | 859,685 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||