Generalist · Overland Park, KS
Mariner, LLC
- Software
- $4.3B
- Weight of 13F
- 5.0%
- Names
- 96
- Vs prior quarter
- +$405M
Filed 13 August 2026.
4,694 positions in the whole 13F.
Software held
- MicrosoftMSFT5,468,639 shares · 46.9% of their software$2.0B−$102M
- CrowdStrikeCRWD637,275 shares · 11.2% of their software$486M+$242M
- CadenceCDNS763,085 shares · 6.6% of their software$286M+$88.8M
- PalantirPLTR2,264,855 shares · 6.1% of their software$264M−$22.7M
- Palo Alto NetworksPANW579,977 shares · 4.5% of their software$198M+$99.3M
- OracleORCL1,057,648 shares · 3.6% of their software$155M+$2.9M
- CloudflareNET403,320 shares · 2.3% of their software$98.6M+$9.1M
- SnowflakeSNOW279,429 shares · 1.6% of their software$71.1M+$28.0M
- ServiceNowNOW650,626 shares · 1.5% of their software$64.6M−$30.6M
- FortinetFTNT413,710 shares · 1.5% of their software$63.6M+$27.5M
- SalesforceCRM366,462 shares · 1.3% of their software$57.4M−$28.9M
- DatadogDDOG163,907 shares · 1.0% of their software$42.7M+$26.6M