Generalist · London, X0
Marshall Wace, LLP
- Software
- $5.2B
- Weight of 13F
- 4.0%
- Names
- 105
- Vs prior quarter
- −$206M
Filed 13 August 2026.
6,550 positions in the whole 13F.
Software held
- MicrosoftMSFT3,340,231 shares · 23.7% of their software$1.2BFlat
- SalesforceCRM2,057,457 shares · 6.1% of their software$322M+$214M
- PalantirPLTR2,609,060 shares · 5.8% of their software$304M−$128M
- CloudflareNET1,065,580 shares · 5.0% of their software$261M+$57.8M
- SnowflakeSNOW912,838 shares · 4.4% of their software$232M+$231M
- ShopifySHOP1,633,517 shares · 3.6% of their software$187M−$115M
- OracleORCL1,568,054 shares · 3.2% of their software$169M+$46.3M
- Palo Alto NetworksPANW485,051 shares · 3.2% of their software$165M+$73.2M
- FortinetFTNT967,900 shares · 2.8% of their software$149MFlat
- AdobeADBE649,396 shares · 2.5% of their software$133M+$44.9M
- Global-EGLBE3,561,949 shares · 2.4% of their software$124M+$27.7M
- CadenceCDNS282,500 shares · 2.0% of their software$106M+$47.0M