Generalist · Naperville, IL
Calamos Advisors LLC
- Software
- $2.6B
- Weight of 13F
- 9.0%
- Names
- 43
- Vs prior quarter
- +$241M
Filed 31 July 2026.
1,059 positions in the whole 13F.
Software held
- MicrosoftMSFT2,045,038 shares · 29.5% of their software$763M−$117M
- OracleORCL4,409,650 shares · 9.4% of their software$242M−$2.8M
- AkamaiAKAM178,380,000 shares · 9.1% of their software$234M+$118M
- SnowflakeSNOW105,464,212 shares · 8.1% of their software$209MFlat
- CloudflareNET120,784,000 shares · 5.9% of their software$154M+$114M
- DatadogDDOG72,925,503 shares · 5.9% of their software$153M+$60.9M
- CyberArkCYBR72,437,000 shares · 4.7% of their software$121MNew
- Palo Alto NetworksPANW245,320 shares · 3.2% of their software$83.7M+$41.3M
- PalantirPLTR664,009 shares · 3.0% of their software$77.5M−$31.0M
- NutanixNTNX63,714,000 shares · 2.5% of their software$64.2MFlat
- CrowdStrikeCRWD54,470 shares · 1.6% of their software$41.6M+$19.3M
- SalesforceCRM261,570 shares · 1.6% of their software$41.0M−$9.5M