Position in ZENA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$227,973
-$117,157 QoQ
Shares Held
151,982
+0.8% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 69 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZENA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SEB Asset Management AB holds $1,695,029,548 across 35 Software - Infrastructure names. ZENA ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,755,692 | $1,027,928,229 | |
| 2 | PANW |
Palo Alto Networks Inc
|
409,347 | $139,595,513 | |
| 3 | NTAP |
NetApp, Inc.
|
612,672 | $94,817,118 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
318,196 | $60,707,023 | |
| 5 | ORCL |
Oracle Corp
|
388,985 | $57,005,751 | |
| 6 | FTNT |
Fortinet, Inc.
|
271,098 | $41,646,074 | |
| 7 | ZS |
Zscaler, Inc.
|
228,737 | $32,286,227 | |
| 8 | TENB |
Tenable Holdings, Inc.
|
833,411 | $30,736,197 |
All Filings in ZENA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,973 | 151,982 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $345,130 | 150,712 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||