Generalist · Stockholm, V7
Nordea Investment Management Ab
- Software
- $10.7B
- Weight of 13F
- 9.0%
- Names
- 69
- Vs prior quarter
- +$673M
Filed 5 August 2026.
2,068 positions in the whole 13F.
Software held
- MicrosoftMSFT13,417,667 shares · 46.2% of their software$5.0BFlat
- FortinetFTNT6,782,111 shares · 9.6% of their software$1.0B+$475M
- CrowdStrikeCRWD883,863 shares · 6.2% of their software$668M+$339M
- ServiceNowNOW4,753,633 shares · 4.3% of their software$463M+$42.6M
- Palo Alto NetworksPANW1,344,016 shares · 4.2% of their software$452M+$114M
- SalesforceCRM2,317,121 shares · 3.3% of their software$359M−$75.5M
- TwilioTWLO1,271,006 shares · 2.4% of their software$253M+$108M
- AdobeADBE1,133,851 shares · 2.2% of their software$231M−$38.8M
- SynopsysSNPS509,708 shares · 2.1% of their software$226M−$100M
- IntuitINTU776,400 shares · 1.9% of their software$202M−$43.9M
- NutanixNTNX3,520,879 shares · 1.7% of their software$179M+$52.9M
- Check PointCHKP1,170,595 shares · 1.4% of their software$150M−$12.6M