Position in XYZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,909,500
+$219,947 QoQ
Shares Held
25,125
-10.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#391
of 1,079 holders
Holding Since
Dec 2020
20 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, 2026Alamar Capital Management, LLC holds $18,067,693 across 8 Software - Infrastructure names. XYZ ranks #6 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
|
25,875 | $3,974,917 | |
| 2 | OKTA |
Okta, Inc.
|
21,867 | $2,983,752 | |
| 3 | MDB |
MongoDB, Inc.
|
8,299 | $2,787,634 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,543 | $2,572,313 | |
| 5 | RBRK |
Rubrik, Inc.
|
26,620 | $2,137,053 | |
| 6 | XYZ |
Block, Inc.
This page
|
25,125 | $1,909,500 | |
| 7 | ORCL |
Oracle Corp
|
7,555 | $1,107,185 | |
| 8 | MSFT |
Microsoft Corp
|
1,596 | $595,339 |
All Filings in XYZ
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,909,500 | 25,125 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,689,553 | 28,075 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,940,658 | 29,815 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $3,360,555 | 46,500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,189,313 | 46,950 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,221,445 | 40,888 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,625,008 | 19,120 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $1,354,347 | 20,175 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,315,789 | 20,403 | Shares | Sole | 2024-11-01 | |
| 2023-06-30 | $1,182,416 | 17,762 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $1,094,692 | 15,946 | Shares | Sole | 2023-08-17 | |
| 2022-12-31 | $998,653 | 15,892 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $887,208 | 16,134 | Shares | Sole | 2022-11-18 | |
| 2022-06-30 | $1,073,644 | 17,469 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,387,102 | 17,604 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,759,882 | 17,088 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,719,918 | 15,510 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,506,087 | 14,381 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,845,772 | 16,938 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,454,164 | 15,871 | Shares | Sole | 2021-03-02 | |
| No filing history on record for this holder in this stock. | ||||||