Position in XYZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,081,974,000
+$196,470,496 QoQ
Shares Held
14,236,500
-3.2% QoQ
Ownership
2.37%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#8
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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $112,804,351,611 across 148 Software - Infrastructure names. XYZ ranks #9 (1.0% 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 XYZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,081,974,000 | 14,236,500 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $885,503,504 | 14,714,249 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $937,745,055 | 14,406,899 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,036,304,029 | 14,339,339 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $636,826,020 | 9,374,739 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $507,498,214 | 9,341,031 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $754,903,957 | 8,882,268 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $583,364,733 | 8,690,075 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $551,845,636 | 8,557,073 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $704,055,084 | 8,324,132 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $617,536,642 | 7,983,667 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $337,009,006 | 7,614,302 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $493,372,304 | 7,411,331 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $390,321,588 | 5,685,675 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $345,365,937 | 5,495,957 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $290,481,760 | 5,282,447 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $310,303,242 | 5,048,865 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $646,258,074 | 4,765,915 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $609,787,626 | 3,775,541 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $889,522,189 | 3,708,815 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $927,113,863 | 3,802,764 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $821,380,848 | 3,617,621 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $726,324,747 | 3,337,276 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $500,194,633 | 3,077,174 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $317,404,041 | 3,024,624 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $190,961,923 | 3,645,703 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||