Position in XYZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$69,108,320
+$14,469,093 QoQ
Shares Held
909,320
+0.2% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#69
of 1,079 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SUMITOMO MITSUI FINANCIAL GROUP, INC. holds $117,539,142 across 8 Software - Infrastructure names. XYZ ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYZ |
Block, Inc.
This page
|
909,320 | $69,108,320 | |
| 2 | MSFT |
Microsoft Corp
|
125,950 | $46,981,868 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,442 | $491,750 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,356 | $449,489 | |
| 5 | OKTA |
Okta, Inc.
|
3,000 | $409,350 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
559 | $65,218 | |
| 7 | TWLO |
Twilio Inc
|
150 | $30,949 | |
| 8 | ORCL |
Oracle Corp
|
15 | $2,198 |
All Filings in XYZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,108,320 | 909,320 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $54,639,227 | 907,930 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $59,115,778 | 908,216 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $65,657,439 | 908,502 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $61,677,042 | 907,950 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $49,327,836 | 907,930 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $77,193,356 | 908,264 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $60,949,340 | 907,930 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $58,552,405 | 907,930 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $76,792,719 | 907,930 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $70,228,385 | 907,930 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $40,184,981 | 907,930 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $60,440,900 | 907,930 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $62,329,394 | 907,930 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $57,054,321 | 907,930 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $49,927,070 | 907,930 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $55,801,377 | 907,930 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $123,115,308 | 907,930 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $146,639,774 | 907,930 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $227,186,761 | 947,243 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $221,825,330 | 909,866 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $206,145,506 | 907,930 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $199,137,335 | 914,985 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $156,247,286 | 961,226 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $103,852,087 | 989,633 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $54,624,063 | 1,042,842 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||