Position in XYZ
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,416,757
+$144,184 QoQ
Shares Held
23,542
+20.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Sep 30, 2025CallValue
$122,859
CallShares
1,700
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, 2026Concurrent Investment Advisors, LLC holds $305,237,567 across 33 Software - Infrastructure names. XYZ ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
580,993 | $215,066,178 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
198,702 | $29,066,127 | |
| 3 | ORCL |
Oracle Corp
|
160,097 | $23,551,869 | |
| 4 | PANW |
Palo Alto Networks Inc
|
88,161 | $14,133,970 | |
| 5 | CORZ |
Core Scientific, Inc./tx
|
362,851 | $5,428,250 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
34,654 | $3,382,316 | |
| 7 | CRWV |
CoreWeave, Inc.
|
35,667 | $2,763,122 | |
| 8 | XYZ |
Block, Inc.
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|
23,542 | $1,416,757 |
All Filings in XYZ
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,416,757 | 23,542 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,272,573 | 19,551 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $122,859 | 1,700 | Call | Sole | 2025-10-27 | |
| 2025-09-30 | $833,634 | 11,535 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $777,458 | 11,445 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $76,062 | 1,400 | Call | Sole | 2025-04-29 | |
| 2025-03-31 | $503,856 | 9,274 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $186,978 | 2,200 | Call | Sole | 2025-02-03 | |
| 2024-12-31 | $509,345 | 5,993 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $389,823 | 5,807 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $399,128 | 6,189 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $331,046 | 3,914 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $368,727 | 4,767 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||