Position in XYZ
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$9,276,807
-$258,031 QoQ
Shares Held
154,151
+5.2% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Derivatives in XYZ
reported options exposure · as of Dec 31, 2023CallValue
$3,867,500
CallShares
50,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026CIBC WORLD MARKET INC. holds $976,440,696 across 29 Software - Infrastructure names. XYZ ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,045,058 | $757,019,119 | |
| 2 | ORCL |
Oracle Corp
|
533,737 | $78,518,050 | |
| 3 | PANW |
Palo Alto Networks Inc
|
268,847 | $43,101,551 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
221,084 | $32,340,167 | |
| 5 | SNPS |
Synopsys Inc
|
36,354 | $14,413,633 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
128,486 | $12,540,554 | |
| 7 | XYZ |
Block, Inc.
This page
|
154,151 | $9,276,807 | |
| 8 | FTNT |
Fortinet, Inc.
|
77,195 | $6,308,375 |
All Filings in XYZ
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,276,807 | 154,151 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,534,838 | 146,487 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $12,955,915 | 179,271 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,822,202 | 144,593 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,633,089 | 177,307 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,732,274 | 138,043 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $8,305,524 | 123,723 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,860,428 | 121,886 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $11,830,204 | 139,870 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,258,002 | 132,618 | Shares | Sole | 2024-02-13 | |
| 2023-12-31 | $3,867,500 | 50,000 | Call | Sole | 2024-02-13 | |
| 2023-09-30 | $2,213,000 | 50,000 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $6,193,744 | 139,940 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,497,955 | 157,698 | Shares | Sole | 2023-08-11 | |
| 2023-06-30 | $3,328,500 | 50,000 | Call | Sole | 2023-08-11 | |
| 2023-03-31 | $3,432,500 | 50,000 | Call | Sole | 2023-05-12 | |
| 2023-03-31 | $10,837,432 | 157,865 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,729,957 | 154,837 | Shares | Sole | 2023-02-13 | |
| 2022-12-31 | $5,027,200 | 80,000 | Call | Sole | 2023-02-13 | |
| 2022-09-30 | $8,018,421 | 145,816 | Shares | Sole | 2022-11-10 | |
| 2022-09-30 | $2,749,500 | 50,000 | Call | Sole | 2022-11-10 | |
| 2022-06-30 | $7,147,060 | 116,288 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $7,458,000 | 55,000 | Call | Sole | 2022-05-12 | |
| 2022-03-31 | $6,839,392 | 50,438 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,765,723 | 48,082 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,720,501 | 48,868 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,721,633 | 31,672 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $8,899,905 | 39,198 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $8,805,714 | 40,460 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $5,161,125 | 31,751 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,478,289 | 14,087 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $917,802 | 17,522 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||