Position in XYZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$64,600
-$1,295,314 QoQ
Shares Held
850
-89.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#820
of 1,079 holders
Holding Since
Sep 2020
7 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, 2026Morse Asset Management, Inc holds $32,346,478 across 10 Software - Infrastructure names. XYZ ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
40,833 | $15,231,525 | |
| 2 | PANW |
Palo Alto Networks Inc
|
21,531 | $7,342,501 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
25,396 | $4,845,175 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
25,392 | $2,962,484 | |
| 5 | CRWV |
CoreWeave, Inc.
|
13,191 | $1,313,032 | |
| 6 | SNPS |
Synopsys Inc
|
1,093 | $487,554 | |
| 7 | MDB |
MongoDB, Inc.
|
220 | $73,898 | |
| 8 | XYZ |
Block, Inc.
This page
|
850 | $64,600 |
All Filings in XYZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,600 | 850 | Shares | Sole | 2026-08-13 | |
| 2021-12-31 | $1,359,914 | 8,420 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,382,836 | 18,274 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,533,569 | 10,392 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,427,164 | 10,690 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,209,046 | 10,150 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $487,650 | 3,000 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||