Generalist · Buyout · New York, NY
Blackstone INC.
Large alternative manager. Software is one sleeve, not the whole firm.
- Software
- $157M
- Weight of 13F
- 0.0%
- Names
- 23
- Vs prior quarter
- −$92.1M
Filed 14 August 2026.
The filing marked some holdings confidential.
557 positions in the whole 13F.
Software held
- MicrosoftMSFT368,084 shares · 87.7% of their software$137M+$18.7M
- SAPSAP15,480 shares · 1.5% of their software$2.4MNew
- VeevaVEEV12,604 shares · 1.4% of their software$2.2MNew
- SalesforceCRM13,975 shares · 1.4% of their software$2.2MNew
- Fair IsaacFICO1,570 shares · 1.2% of their software$1.9MFlat
- SamsaraIOT49,928 shares · 1.0% of their software$1.6MNew
- WaystarWAY56,351 shares · 0.7% of their software$1.2MNew
- BrazeBRZE45,561 shares · 0.6% of their software$988KFlat
- PalantirPLTR5,918 shares · 0.4% of their software$690KFlat
- AppLovinAPP1,311 shares · 0.4% of their software$675KNew
- Q2QTWO13,549 shares · 0.4% of their software$652KNew
- TrimbleTRMB11,970 shares · 0.4% of their software$613KNew