Generalist · Tokyo, M0
Mitsubishi Ufj Trust & Banking Corp
- Software
- $3.2B
- Weight of 13F
- 7.0%
- Names
- 91
- Vs prior quarter
- +$234M
Filed 6 August 2026.
2,040 positions in the whole 13F.
Software held
- MicrosoftMSFT3,931,924 shares · 45.5% of their software$1.5B+$44.3M
- AppLovinAPP301,128 shares · 4.8% of their software$155M+$36.8M
- Palo Alto NetworksPANW413,419 shares · 4.4% of their software$141M+$81.2M
- PalantirPLTR1,205,529 shares · 4.4% of their software$141M−$14.1M
- OracleORCL862,090 shares · 3.9% of their software$126M−$3.4M
- CloudflareNET435,009 shares · 3.3% of their software$107M+$1.2M
- AdobeADBE503,793 shares · 3.2% of their software$103M+$2.4M
- SalesforceCRM597,947 shares · 2.9% of their software$93.7M−$1.9M
- CrowdStrikeCRWD118,148 shares · 2.8% of their software$90.2M+$36.6M
- FortinetFTNT421,989 shares · 2.0% of their software$64.8M+$20.8M
- CadenceCDNS171,229 shares · 2.0% of their software$64.3M+$15.7M
- ServiceNowNOW578,042 shares · 1.8% of their software$57.4M−$5.7M