Position in YOU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,622,579
+$5,622,579 QoQ
Shares Held
116,145
Ownership
0.087%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in YOU Over Time
Shares Held
Position Value (USD)
Derivatives in YOU
reported options exposure · as of Dec 31, 2025CallValue
$382,372
CallShares
10,900
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 - Application
Technology · as of Mar 31, 2026CAPITAL FUND MANAGEMENT S.A. holds $607,606,760 across 47 Software - Application names. YOU ranks #25 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
338,368 | $82,250,493 | |
| 2 | UBER |
Uber Technologies, Inc
|
915,987 | $65,886,944 | |
| 3 | DOCU |
Docusign, Inc.
|
950,244 | $45,051,068 | |
| 4 | NOW |
ServiceNow, Inc.
|
421,251 | $44,041,792 | |
| 5 | TEAM |
Atlassian Corp
|
571,896 | $39,031,902 | |
| 6 | CRM |
Salesforce, Inc.
|
190,141 | $35,493,620 | |
| 7 | ADP |
Automatic Data Processing Inc
|
168,841 | $34,305,114 | |
| 8 | HUBS |
Hubspot Inc
|
104,662 | $25,547,994 |
All Filings in YOU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,622,579 | 116,145 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $382,372 | 10,900 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $2,648,502 | 79,344 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $353,828 | 10,600 | Call | Sole | 2025-11-13 | |
| 2025-06-30 | $6,707,732 | 241,633 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $283,152 | 10,200 | Call | Sole | 2025-08-13 | |
| 2025-03-31 | $6,282,734 | 242,483 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $4,538,887 | 136,961 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,317,869 | 123,884 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $250,986 | 11,800 | Put | Sole | 2024-05-15 | |
| 2024-03-31 | $887,873 | 41,743 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $386,155 | 18,700 | Put | Sole | 2024-02-14 | |
| 2023-06-30 | $1,157,017 | 49,936 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,274,495 | 125,124 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,865,792 | 140,933 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,121,648 | 49,066 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||