Generalist · Oslo, Q8
Dnb Asset Management As
- Software
- $4.9B
- Weight of 13F
- 14.0%
- Names
- 70
- Vs prior quarter
- +$910M
Filed 11 August 2026.
1,276 positions in the whole 13F.
Software held
- MicrosoftMSFT6,674,835 shares · 51.0% of their software$2.5B+$439M
- AtlassianTEAM9,830,768 shares · 15.7% of their software$765M+$213M
- Check PointCHKP2,007,100 shares · 5.4% of their software$264M+$9.4M
- IntuitINTU958,207 shares · 5.1% of their software$250M+$223M
- OracleORCL1,410,210 shares · 4.2% of their software$207M−$208M
- ServiceNowNOW1,876,370 shares · 3.8% of their software$186M−$15.4M
- SalesforceCRM644,039 shares · 2.1% of their software$101M+$33.7M
- PalantirPLTR740,723 shares · 1.8% of their software$86.4M+$15.8M
- AppLovinAPP138,312 shares · 1.5% of their software$71.3M+$11.7M
- AdobeADBE316,133 shares · 1.3% of their software$64.8M+$42.0M
- Palo Alto NetworksPANW181,136 shares · 1.3% of their software$61.8M+$33.4M
- CrowdStrikeCRWD62,918 shares · 1.0% of their software$48.0M+$26.5M