Generalist · New York, NY
Millennium Management LLC
- Software
- $7.8B
- Weight of 13F
- 3.0%
- Names
- 118
- Vs prior quarter
- +$1.2B
Filed 14 August 2026.
5,798 positions in the whole 13F.
Software held
- MicrosoftMSFT4,240,904 shares · 20.4% of their software$1.6B+$546M
- SnowflakeSNOW46,622,035 shares · 5.4% of their software$418M+$308M
- OracleORCL2,458,042 shares · 4.4% of their software$340M+$150M
- IntuitINTU1,140,650 shares · 3.8% of their software$298M+$200M
- ServiceNowNOW2,818,282 shares · 3.6% of their software$280M+$110M
- ServiceTitanTTAN3,143,620 shares · 2.9% of their software$222M+$92.4M
- UnityU82,490,519 shares · 2.7% of their software$209M+$67.6M
- PalantirPLTR1,746,866 shares · 2.6% of their software$204M+$158M
- VeriskVRSK1,023,781 shares · 2.4% of their software$184M+$176M
- FortinetFTNT1,078,743 shares · 2.1% of their software$166M+$163M
- ZscalerZS1,129,691 shares · 2.1% of their software$159M+$112M
- SalesforceCRM1,001,684 shares · 2.0% of their software$157M+$120M