PeakShares

Quarters on file

Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.

• Q2 202616 names$14.7M+$1.1M
• Q1 202615 names$11.1M+$3.3M
• Q4 202512 names$10.8M—

Software held

• SalesforceCRM5,536 shares · 13.6% of their software$1.5M—
• MicrosoftMSFT2,789 shares · 12.5% of their software$1.3M—
• OracleORCL6,492 shares · 11.7% of their software$1.3M—
• PalantirPLTR7,012 shares · 11.5% of their software$1.2M—
• IntuitINTU1,632 shares · 10.0% of their software$1.1M—
• CrowdStrikeCRWD2,040 shares · 8.9% of their software$956K—
• Palo Alto NetworksPANW5,100 shares · 8.7% of their software$939K—
• ServiceNowNOW6,120 shares · 8.7% of their software$938K—
• Uber Technologies, Inc.UBER11,016 shares · 8.3% of their software$900K—
• AdobeADBE1,006 shares · 3.3% of their software$352K—
• Gen DigitalGEN8,402 shares · 2.1% of their software$228K—
• FortinetFTNT904 shares · 0.7% of their software$72K—