Generalist · London, X0
Aviva PLC
- Software
- $5.1B
- Weight of 13F
- 7.0%
- Names
- 58
- Vs prior quarter
- +$308M
Filed 13 August 2026.
854 positions in the whole 13F.
Software held
- MicrosoftMSFT7,196,309 shares · 52.8% of their software$2.7BFlat
- Palo Alto NetworksPANW796,869 shares · 5.3% of their software$272M+$177M
- OracleORCL1,509,274 shares · 4.3% of their software$221M+$5.1M
- PalantirPLTR1,891,225 shares · 4.3% of their software$221M−$64.6M
- CadenceCDNS451,524 shares · 3.3% of their software$169M+$40.1M
- CrowdStrikeCRWD213,619 shares · 3.2% of their software$163M+$80.5M
- ServiceNowNOW1,394,724 shares · 2.7% of their software$138M+$22.7M
- ShopifySHOP1,059,894 shares · 2.4% of their software$121MFlat
- SalesforceCRM764,961 shares · 2.4% of their software$120M−$34.6M
- AppLovinAPP200,070 shares · 2.0% of their software$103MFlat
- FortinetFTNT563,361 shares · 1.7% of their software$86.5MFlat
- AdobeADBE371,273 shares · 1.5% of their software$76.1MFlat