Passive · Boston, MA
Geode Capital Management, LLC
- Software
- $140B
- Weight of 13F
- 7.0%
- Names
- 129
- Vs prior quarter
- +$9.2B
Filed 12 August 2026.
8,470 positions in the whole 13F.
Software held
- MicrosoftMSFT189,632,090 shares · 50.4% of their software$70.6BFlat
- Palo Alto NetworksPANW19,615,573 shares · 4.8% of their software$6.7B+$3.6B
- PalantirPLTR55,334,968 shares · 4.6% of their software$6.4BFlat
- OracleORCL39,248,959 shares · 4.1% of their software$5.7BFlat
- CrowdStrikeCRWD6,083,339 shares · 3.3% of their software$4.6B+$2.3B
- AppLovinAPP7,362,995 shares · 2.7% of their software$3.8B+$888M
- SalesforceCRM19,814,297 shares · 2.2% of their software$3.1B−$1.0B
- CadenceCDNS7,184,139 shares · 1.9% of their software$2.7B+$508M
- FortinetFTNT17,439,799 shares · 1.9% of their software$2.7BFlat
- DatadogDDOG9,536,964 shares · 1.8% of their software$2.5B+$1.4B
- ServiceNowNOW24,274,498 shares · 1.7% of their software$2.4BFlat
- AdobeADBE11,615,763 shares · 1.7% of their software$2.4BFlat