Generalist · Toronto, A6
Td Asset Management INC
- Software
- $6.1B
- Weight of 13F
- 5.0%
- Names
- 59
- Vs prior quarter
- −$621M
Filed 4 August 2026.
1,241 positions in the whole 13F.
Software held
- MicrosoftMSFT6,747,748 shares · 41.5% of their software$2.5B−$724M
- ShopifySHOP9,280,520 shares · 17.5% of their software$1.1B−$71.2M
- AppLovinAPP402,895 shares · 3.4% of their software$208M+$29.4M
- Palo Alto NetworksPANW520,799 shares · 2.9% of their software$178M+$90.8M
- OracleORCL1,030,199 shares · 2.5% of their software$151M−$11.4M
- PalantirPLTR1,279,198 shares · 2.5% of their software$149M−$34.7M
- FortinetFTNT944,991 shares · 2.4% of their software$145M+$70.5M
- Manhattan AssociatesMANH974,964 shares · 2.2% of their software$136M+$38.8M
- CadenceCDNS333,949 shares · 2.1% of their software$125M+$28.6M
- DatadogDDOG460,993 shares · 2.0% of their software$120M+$92.0M
- VeriskVRSK625,956 shares · 1.9% of their software$112M−$30.8M
- CrowdStrikeCRWD139,497 shares · 1.8% of their software$106M+$39.0M