Generalist · Los Angeles, CA
Capital Research Global Investors
- Software
- $50.1B
- Weight of 13F
- 7.0%
- Names
- 18
- Vs prior quarter
- +$444M
Filed 12 August 2026.
426 positions in the whole 13F.
Software held
- MicrosoftMSFT94,750,369 shares · 70.5% of their software$35.3B−$225M
- OracleORCL58,513,630 shares · 13.3% of their software$6.7B+$1.5B
- SalesforceCRM11,742,835 shares · 3.7% of their software$1.8B−$719M
- Fair IsaacFICO1,296,893 shares · 3.1% of their software$1.5B+$354M
- SynopsysSNPS2,279,877 shares · 2.0% of their software$1.0B+$199M
- AppLovinAPP1,905,302 shares · 2.0% of their software$982M−$68.6M
- ShopifySHOP7,491,701 shares · 1.7% of their software$855M−$525M
- CrowdStrikeCRWD1,081,875 shares · 1.6% of their software$826M+$408M
- Palo Alto NetworksPANW1,037,093 shares · 0.7% of their software$354M+$39.3M
- UnityU4,416,031 shares · 0.3% of their software$126M+$13.8M
- CoStarCSGP4,193,733 shares · 0.2% of their software$119M−$57.7M
- PalantirPLTR876,300 shares · 0.2% of their software$102M−$81.7M