Generalist · Tokyo, Japan
Mitsubishi Ufj Trust & Banking
Q2 2023 · compared with Q1 2023
Filed as Mitsubishi Ufj Trust & Banking Corp
- Software
- $4.7B
- Weight of 13F
- 10.8%
- Names
- 81
- Net bought
- −$38.0M
Filed 8 August 2023 · SEC filing.
1,137 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 2026131 names$3.8B+$84.6M
- Q1 202673 names$3.5B−$51.3M
- Q4 202584 names$4.6B−$46.4M
- Q3 202583 names$5.6B−$11.6M
- Q2 202580 names$5.4B+$141M
- Q1 202578 names$4.3B−$193M
- Q4 202477 names$5.0B−$141M
- Q3 202477 names$4.8B−$48.9M
- Q2 202479 names$4.8B−$133M
- Q1 202484 names$4.9B−$291M
- Q4 202383 names$4.9B−$184M
- Q3 202383 names$4.3B−$123M
- Q2 202381 names$4.7B−$38.0M
- Q1 202378 names$4.1B+$8.1M
- Q4 202277 names$3.4B+$115M
- Q3 202276 names$3.3B+$111M
- Q2 202274 names$3.4B+$1.7B
- Q1 202277 names$4.3B−$192M
- Q4 202179 names$5.1B−$91.0M
- Q3 202174 names$4.8B−$179M
- Q2 202173 names$4.8B+$1.6B
- Q1 202170 names$4.4B−$457M
- Q4 202069 names$4.8B−$48.2M
- Q3 202067 names$4.4B−$312M
- Q2 202064 names$3.9B+$337M
- Q1 202061 names$2.8B+$219M
- Q4 201964 names$2.8B+$53.1M
- Q3 201958 names$2.4B+$101M
- Q2 201955 names$2.4B+$166M
- Q1 201939 names$2.0B+$34.4M
- Q4 201838 names$1.6B+$35.5M
- Q3 201833 names$1.8B−$2.0B
- Q2 201831 names$3.5B+$94.8M
- Q1 201830 names$3.2B+$18.8M
- Q4 201730 names$2.9B+$13.8M
- Q3 201729 names$2.6B+$33.8M
- Q2 201728 names$2.5B−$3.8M
- Q1 201727 names$2.3B−$625K
- Q4 201626 names$2.1B−$48.3M
- Q3 201626 names$2.1B+$41.0M
- Q2 201625 names$1.9B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT5,787,344 shares · 42.3% of their software · price +$302M$2.0B−$17.4M
- AdobeADBE429,614 shares · 4.5% of their software · price +$44.5M$210MFlat
- FortinetFTNT2,429,696 shares · 3.9% of their software · price +$22.2M$184M−$3.5M
- OracleORCL1,421,382 shares · 3.6% of their software · price +$37.2M$169MFlat
- SalesforceCRM740,286 shares · 3.4% of their software · price +$8.5M$156MFlat
- The Trade DeskTTD1,814,482 shares · 3.0% of their software · price +$29.6M$140M−$1.2M
- ShopifySHOP1,418,650 shares · 2.0% of their software · price +$23.6M$91.6M−$5.1M
- CloudflareNET1,379,797 shares · 1.9% of their software · price +$5.1M$90.2M+$12.4M
- IntuitINTU190,144 shares · 1.9% of their software · price +$2.4M$87.1M+$4.5M
- Automatic Data Processing, Inc.ADP338,435 shares · 1.6% of their software · price −$961K$74.4M−$3.8M
- CoStarCSGP830,245 shares · 1.6% of their software · price +$16.7M$73.9M−$1.6M
- SynopsysSNPS165,355 shares · 1.5% of their software · price +$8.1M$72.0M−$10.9M
- ServiceNowNOW124,089 shares · 1.5% of their software · price +$12.1M$69.7M−$2.1M
- BroadridgeBR415,005 shares · 1.5% of their software · price +$7.9M$68.7M−$7.0M
- SnowflakeSNOW377,782 shares · 1.4% of their software · price +$8.2M$66.5M+$1.5M
- CadenceCDNS276,551 shares · 1.4% of their software · price +$6.8M$64.9MFlat
- WorkdayWDAY274,718 shares · 1.3% of their software · price +$5.3M$62.1M−$4.0M
- DatadogDDOG587,901 shares · 1.2% of their software · price +$15.1M$57.8M+$8.5M
- Palo Alto NetworksPANW217,872 shares · 1.2% of their software · price +$12.2M$55.7M+$767K
- AtlassianTEAM328,079 shares · 1.2% of their software · price −$1.1M$55.1M−$4.2M
- Roper Technologies, Inc.ROP109,662 shares · 1.1% of their software · price +$4.4M$52.7M+$4.4M
- Fiserv, Inc.FISV404,854 shares · 1.1% of their software · price +$5.3M$51.1M+$1.6M
- Uber Technologies, Inc.UBER1,062,867 shares · 1.0% of their software · price +$12.2M$45.9M+$5.8M
- AutodeskADSK203,523 shares · 0.9% of their software · price −$723K$41.6M+$3.8M
- Check PointCHKP264,323 shares · 0.7% of their software · price −$1.2M$33.2M+$1.3M
- Paychex, Inc.PAYX295,227 shares · 0.7% of their software · price −$803K$33.0M−$15.4M
- VeevaVEEV160,726 shares · 0.7% of their software · price +$2.2M$31.8M−$859K
- Block, Inc.XYZ442,087 shares · 0.6% of their software · price −$920K$29.4MFlat
- NetApp, Inc.NTAP361,713 shares · 0.6% of their software · price +$4.5M$27.6M−$578K
- VeriSign, Inc.VRSN114,579 shares · 0.6% of their software · price +$1.7M$25.9M+$3.2M
- AkamaiAKAM283,410 shares · 0.5% of their software · price +$3.3M$25.5MFlat
- DropboxDBX891,841 shares · 0.5% of their software · price +$4.5M$23.8M+$1.3M
- Gen DigitalGEN1,273,668 shares · 0.5% of their software · price +$1.8M$23.6MFlat
- Fair IsaacFICO27,081 shares · 0.5% of their software · price +$2.9M$21.9M+$1.1M
- VeriskVRSK91,903 shares · 0.4% of their software · price +$3.1M$20.8M−$3.3M
- SS&CSSNC323,762 shares · 0.4% of their software · price +$1.3M$19.6M−$516K
- FactSetFDS47,333 shares · 0.4% of their software · price −$683K$19.0M−$543K
- CrowdStrikeCRWD128,109 shares · 0.4% of their software · price +$1.2M$18.8MFlat
- HubSpotHUBS32,729 shares · 0.4% of their software · price +$3.4M$17.4MFlat
- SamsaraIOT596,750 shares · 0.4% of their software · price +$4.8M$16.5M−$1.2M
- MongoDBMDB40,222 shares · 0.4% of their software · price +$7.2M$16.5MFlat
- DoximityDOCS483,160 shares · 0.4% of their software · price +$792K$16.4MFlat
- PalantirPLTR1,039,283 shares · 0.3% of their software · price +$7.2M$15.9MFlat
- GitLabGTLB237,140 shares · 0.3% of their software · price +$4.0M$12.1MFlat
- PaycomPAYC37,284 shares · 0.3% of their software · price +$642K$12.0M+$537K
- ZoomZM170,918 shares · 0.2% of their software · price −$1.0M$11.6M−$10.7M
- TwilioTWLO161,170 shares · 0.2% of their software$10.3MFlat
- Tyler TechnologiesTYL24,596 shares · 0.2% of their software · price +$1.5M$10.2M−$1.6M
- OpenTextOTEX241,342 shares · 0.2% of their software · price +$724K$10.0MFlat
- PTCPTC70,002 shares · 0.2% of their software · price +$985K$10.0MFlat
- CertaraCERT522,340 shares · 0.2% of their software · price −$3.1M$9.5M−$698K
- DocuSignDOCU164,217 shares · 0.2% of their software · price −$1.2M$8.4M−$1.8M
- GoDaddyGDDY106,509 shares · 0.2% of their software$8.0MFlat
- ZscalerZS54,459 shares · 0.2% of their software · price +$1.6M$8.0M−$1.4M
- TrimbleTRMB147,087 shares · 0.2% of their software$7.8MFlat
- DuolingoDUOL52,610 shares · 0.2% of their software$7.5MFlat
- F5, Inc.FFIV51,357 shares · 0.2% of their software$7.5MFlat
- Bentley SystemsBSY124,061 shares · 0.1% of their software · price +$1.4M$6.7M+$514K
- BILLBILL55,886 shares · 0.1% of their software · price +$2.0M$6.5MFlat
- DynatraceDT120,491 shares · 0.1% of their software · price +$1.1M$6.2MFlat
- OktaOKTA88,008 shares · 0.1% of their software · price −$1.5M$6.1MFlat
- CourseraCOUR444,350 shares · 0.1% of their software · price +$667K$5.8MFlat
- Endava plcDAVA110,674 shares · 0.1% of their software · price −$1.7M$5.7M+$4.2M
- UnityU129,410 shares · 0.1% of their software · price +$1.4M$5.6M−$518K
- PaylocityPCTY29,130 shares · 0.1% of their software$5.4MFlat
- ZoomInfoZI163,959 shares · 0.1% of their software$4.2M—
- ToastTOST168,982 shares · 0.1% of their software · price +$814K$3.8MFlat
- Grab Holdings LimitedGRAB1,023,398 shares · 0.1% of their software$3.5M+$731K
- Karooooo Ltd.KARO147,147 shares · 0.1% of their software$3.4MFlat
- UiPathPATH207,044 shares · 0.1% of their software$3.4MNew · +$3.6M
- WixWIX42,510 shares · 0.1% of their software · price −$917K$3.3M+$872K
- TeradataTDC49,926 shares · 0.1% of their software · price +$656K$2.7M−$662K
- monday.comMNDY10,927 shares · 0.0% of their software$1.9MNew · +$1.6M
- Manhattan AssociatesMANH8,179 shares · 0.0% of their software$1.6M+$913K
- Amdocs LimitedDOX7,982 shares · 0.0% of their software$789K+$563K
- BoxBOX15,391 shares · 0.0% of their software$452KFlat
- QualysQLYS3,091 shares · 0.0% of their software$399KFlat
- NetScout Systems, Inc.NTCT8,518 shares · 0.0% of their software$264KNew · Flat
- WEX Inc.WEX1,430 shares · 0.0% of their software$260KNew · Flat
- Euronet Worldwide, Inc.EEFT283 shares · 0.0% of their software$33KFlat
- DescartesDSGX300 shares · 0.0% of their software$24KFlat