Position in YOU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$158,137,161
+$20,359,253 QoQ
Shares Held
2,837,559
-0.3% QoQ
Ownership
2.10%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#7
of 450 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YOU Over Time
Shares Held
Position Value (USD)
Derivatives in YOU
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$9,652,954
PutShares
199,400
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 Jun 30, 2026GOLDMAN SACHS GROUP INC holds $18,292,510,296 across 155 Software - Application names. YOU ranks #20 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
4,243,582 | $1,592,701,194 | |
| 2 | UBER |
Uber Technologies, Inc
|
16,820,275 | $1,213,751,040 | |
| 3 | ADP |
Automatic Data Processing Inc
|
5,211,149 | $1,167,036,817 | |
| 4 | SHOP |
Shopify Inc.
|
10,154,753 | $1,159,469,695 | |
| 5 | DDOG |
Datadog, Inc.
|
4,329,591 | $1,127,252,309 | |
| 6 | NOW |
ServiceNow, Inc.
|
10,957,837 | $1,087,894,055 | |
| 7 | CRM |
Salesforce, Inc.
|
6,725,383 | $1,053,598,498 | |
| 8 | SNOW |
Snowflake Inc.
|
3,945,943 | $1,004,242,492 |
All Filings in YOU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,137,161 | 2,837,559 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $137,777,908 | 2,846,063 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $9,652,954 | 199,400 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $1,052,400 | 30,000 | Call | Defined | 2026-03-25 | |
| 2025-12-31 | $76,209,475 | 2,172,448 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $50,062,189 | 1,499,766 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $40,811,113 | 1,470,141 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $42,319,994 | 1,633,346 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $32,056,204 | 1,203,311 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $88,759,125 | 2,678,308 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $41,670,480 | 2,227,177 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $46,119,548 | 2,168,291 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $77,991,600 | 3,776,833 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $97,508,274 | 5,121,233 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $75,535,311 | 3,260,048 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $45,794,359 | 1,749,880 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $19,065,111 | 695,046 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $28,363,338 | 1,240,741 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $13,274,660 | 663,733 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $7,934,814 | 295,194 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,903,888 | 92,569 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $501,795 | 12,224 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $5,996,480 | 149,912 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||