Generalist · Amsterdam, P7
Apg Asset Management N.v.
- Software
- $3.8B
- Weight of 13F
- 9.0%
- Names
- 39
- Vs prior quarter
- +$160M
Filed 12 August 2026.
493 positions in the whole 13F.
Software held
- MicrosoftMSFT5,525,436 shares · 47.6% of their software$1.8B−$14.5M
- CadenceCDNS788,610 shares · 6.8% of their software$259M−$84.1M
- Palo Alto NetworksPANW680,760 shares · 5.4% of their software$203M+$124M
- OracleORCL1,464,351 shares · 5.0% of their software$188M+$54.0M
- CrowdStrikeCRWD201,932 shares · 3.6% of their software$135M+$83.6M
- Tyler TechnologiesTYL421,185 shares · 2.8% of their software$108M−$172M
- AppLovinAPP217,309 shares · 2.6% of their software$97.9M+$43.0M
- ShopifySHOP956,521 shares · 2.5% of their software$95.5M+$20.8M
- SalesforceCRM696,908 shares · 2.5% of their software$95.5M−$4.3M
- DatadogDDOG354,730 shares · 2.1% of their software$80.8M+$66.8M
- FortinetFTNT503,401 shares · 1.8% of their software$67.6M+$40.6M
- ServiceNowNOW769,987 shares · 1.8% of their software$66.9M+$10.4M