Generalist · Paris, I0
Bnp Paribas Financial Markets
- Software
- $10.9B
- Weight of 13F
- 4.0%
- Names
- 129
- Vs prior quarter
- −$1.8B
Filed 13 August 2026.
18,130 positions in the whole 13F.
Software held
- MicrosoftMSFT7,319,367 shares · 25.1% of their software$2.7B−$2.0B
- OracleORCL7,917,123 shares · 10.7% of their software$1.2B−$155M
- PalantirPLTR5,262,423 shares · 5.7% of their software$614M+$12.3M
- Palo Alto NetworksPANW1,506,801 shares · 4.7% of their software$514M+$157M
- ServiceNowNOW3,502,030 shares · 3.2% of their software$348M−$162M
- CrowdStrikeCRWD411,313 shares · 2.9% of their software$314M+$112M
- AdobeADBE1,526,872 shares · 2.9% of their software$313M−$71.7M
- FortinetFTNT1,831,427 shares · 2.6% of their software$281M+$178M
- AppLovinAPP546,050 shares · 2.6% of their software$281M+$83.6M
- SalesforceCRM1,585,533 shares · 2.3% of their software$248M−$253M
- IntuitINTU927,060 shares · 2.2% of their software$242M−$38.9M
- SynopsysSNPS447,640 shares · 1.8% of their software$200M+$42.5M