Generalist · New York, NY
Tenor Capital Management CO., L.P.
- Software
- $1.2B
- Weight of 13F
- 17.0%
- Names
- 20
- Vs prior quarter
- +$32.0M
Filed 14 August 2026.
549 positions in the whole 13F.
Software held
- UnityU185,378,000 shares · 15.9% of their software$190M+$13.0M
- AkamaiAKAM147,500,000 shares · 14.8% of their software$177M−$27.0M
- NutanixNTNX129,540,000 shares · 11.0% of their software$132M+$34.2M
- SnowflakeSNOW75,000,000 shares · 10.7% of their software$128M+$57.6M
- CloudflareNET85,165,000 shares · 9.1% of their software$109M+$47.1M
- Rapid7RPD80,000,000 shares · 6.4% of their software$76.3M−$35.7M
- Bentley SystemsBSY72,595,000 shares · 5.9% of their software$70.0MFlat
- BlackLineBL45,094,000 shares · 3.5% of their software$41.7MFlat
- CyberArkCYBR24,500,000 shares · 3.4% of their software$40.8MNew
- VaronisVRNS40,000,000 shares · 3.3% of their software$39.1M+$30.4M
- GuidewireGWRE33,000,000 shares · 2.7% of their software$31.9M+$3.8M
- DigitalOceanDOCN20,000,000 shares · 1.9% of their software$22.7M−$42.1M