Generalist · New York, NY
Lazard Asset Management LLC
- Software
- $4.7B
- Weight of 13F
- 7.0%
- Names
- 103
- Vs prior quarter
- +$41.2M
Filed 14 August 2026.
2,142 positions in the whole 13F.
Software held
- MicrosoftMSFT5,303,055 shares · 42.3% of their software$2.0BFlat
- Palo Alto NetworksPANW1,814,830 shares · 13.2% of their software$619M+$286M
- CadenceCDNS842,895 shares · 6.8% of their software$316M+$67.3M
- AutodeskADSK1,274,794 shares · 5.3% of their software$248M−$51.1M
- TrimbleTRMB3,089,187 shares · 3.4% of their software$158M+$8.5M
- AdobeADBE692,225 shares · 3.0% of their software$142M−$16.7M
- Check PointCHKP995,606 shares · 2.8% of their software$131M+$15.3M
- SynopsysSNPS257,278 shares · 2.5% of their software$115M−$39.9M
- Manhattan AssociatesMANH734,350 shares · 2.2% of their software$102M+$9.1M
- VeriskVRSK543,145 shares · 2.1% of their software$97.5M+$51.4M
- JFrogFROG1,006,961 shares · 2.0% of their software$91.5M+$11.0M
- ServiceNowNOW822,666 shares · 1.7% of their software$81.7M+$9.7M