Generalist · Tokyo, Japan
Mitsubishi Ufj Trust & Banking
Q2 2024 · compared with Q1 2024
Filed as Mitsubishi Ufj Trust & Banking Corp
- Software
- $4.8B
- Weight of 13F
- 11.5%
- Names
- 79
- Net bought
- −$133M
Filed 8 August 2024 · SEC filing.
1,082 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
- MicrosoftMSFT4,628,681 shares · 42.8% of their software · price +$121M$2.1B−$156M
- AdobeADBE348,227 shares · 4.0% of their software · price +$17.7M$193M−$2.4M
- SalesforceCRM628,534 shares · 3.3% of their software · price −$27.7M$162M+$15.2M
- FortinetFTNT2,504,022 shares · 3.1% of their software · price −$20.1M$151M+$9.5M
- IntuitINTU218,013 shares · 3.0% of their software · price +$1.6M$143M+$26.1M
- OracleORCL947,241 shares · 2.8% of their software · price +$14.8M$134M−$2.5M
- The Trade DeskTTD1,131,758 shares · 2.3% of their software · price +$11.6M$111M−$14.6M
- ServiceNowNOW123,418 shares · 2.0% of their software · price +$3.0M$97.1M−$971K
- Roper Technologies, Inc.ROP164,627 shares · 1.9% of their software$92.8M+$13.2M
- CloudflareNET1,081,979 shares · 1.9% of their software · price −$15.1M$89.6M−$8.5M
- NetApp, Inc.NTAP558,858 shares · 1.5% of their software · price +$13.3M$72.0M+$8.5M
- Palo Alto NetworksPANW202,837 shares · 1.4% of their software · price +$11.1M$68.8M+$7.3M
- CadenceCDNS218,091 shares · 1.4% of their software · price −$770K$67.1M−$9.3M
- ShopifySHOP1,004,405 shares · 1.4% of their software · price −$11.2M$66.3M−$11.1M
- Automatic Data Processing, Inc.ADP277,307 shares · 1.4% of their software · price −$3.1M$66.2M−$3.0M
- Uber Technologies, Inc.UBER878,038 shares · 1.3% of their software · price −$3.8M$63.8M−$7.3M
- DatadogDDOG467,102 shares · 1.3% of their software · price +$2.8M$60.6M−$2.9M
- SynopsysSNPS95,792 shares · 1.2% of their software · price +$2.3M$57.0M−$25.9M
- AtlassianTEAM300,585 shares · 1.1% of their software · price −$5.5M$53.2M−$1.0M
- WorkdayWDAY231,167 shares · 1.1% of their software · price −$11.4M$51.7M−$2.7M
- Check PointCHKP309,649 shares · 1.1% of their software$51.1M+$4.0M
- GoDaddyGDDY349,714 shares · 1.0% of their software · price +$7.4M$48.9M+$18.7M
- Fiserv, Inc.FISV314,149 shares · 1.0% of their software · price −$3.4M$46.8M−$4.2M
- CoStarCSGP629,033 shares · 1.0% of their software · price −$14.1M$46.6M−$3.9M
- VeevaVEEV245,055 shares · 0.9% of their software · price −$11.9M$44.8M+$9.5M
- Block, Inc.XYZ691,843 shares · 0.9% of their software · price −$13.9M$44.6M−$7.1M
- CrowdStrikeCRWD110,803 shares · 0.9% of their software · price +$6.9M$42.5M−$2.5M
- AutodeskADSK157,447 shares · 0.8% of their software · price −$2.0M$39.0MFlat
- F5, Inc.FFIV194,949 shares · 0.7% of their software · price −$3.4M$33.6M+$11.9M
- ZoomZM513,125 shares · 0.6% of their software · price −$3.2M$30.4M+$19.3M
- Manhattan AssociatesMANH114,675 shares · 0.6% of their software$28.3M+$9.2M
- Fair IsaacFICO17,603 shares · 0.5% of their software · price +$4.2M$26.2M−$2.9M
- VeriskVRSK94,738 shares · 0.5% of their software · price +$3.2M$25.5M−$1.1M
- Paychex, Inc.PAYX211,754 shares · 0.5% of their software · price −$898K$25.1M−$935K
- Gen DigitalGEN906,030 shares · 0.5% of their software · price +$2.3M$22.6M−$2.8M
- PalantirPLTR893,451 shares · 0.5% of their software · price +$2.1M$22.6M−$1.2M
- SamsaraIOT671,025 shares · 0.5% of their software · price −$2.7M$22.6M+$2.6M
- AkamaiAKAM248,114 shares · 0.5% of their software · price −$4.6M$22.4MFlat
- VeriSign, Inc.VRSN119,335 shares · 0.4% of their software · price −$1.4M$21.2M−$663K
- AppLovinAPP252,977 shares · 0.4% of their software · price +$3.5M$21.1MFlat
- SnowflakeSNOW138,465 shares · 0.4% of their software · price −$3.7M$18.7M−$19.9M
- PaycomPAYC118,361 shares · 0.4% of their software · price −$6.6M$16.9M+$16.5M
- FactSetFDS40,691 shares · 0.3% of their software · price −$1.9M$16.6MFlat
- SS&CSSNC262,446 shares · 0.3% of their software$16.4MFlat
- PTCPTC83,952 shares · 0.3% of their software · price −$610K$15.3M+$653K
- HubSpotHUBS25,304 shares · 0.3% of their software · price −$930K$14.9MFlat
- MongoDBMDB55,874 shares · 0.3% of their software · price −$6.1M$14.0M−$951K
- BroadridgeBR69,985 shares · 0.3% of their software · price −$550K$13.8MFlat
- DropboxDBX547,826 shares · 0.3% of their software · price −$1.0M$12.3M−$2.1M
- DocuSignDOCU222,238 shares · 0.2% of their software · price −$1.3M$11.9M+$2.5M
- Tyler TechnologiesTYL20,873 shares · 0.2% of their software · price +$1.6M$10.5M−$1.5M
- Strategy IncMSTR7,088 shares · 0.2% of their software · price −$2.3M$9.8MNew · +$12.1M
- Corpay, Inc.CPAY33,747 shares · 0.2% of their software · price −$1.4M$9.0M−$1.7M
- DoximityDOCS316,670 shares · 0.2% of their software$8.9M−$1.6M
- Endava plcDAVA279,773 shares · 0.2% of their software · price −$2.5M$8.2M+$4.3M
- ZscalerZS42,331 shares · 0.2% of their software$8.1M−$1.2M
- GitLabGTLB155,780 shares · 0.2% of their software · price −$1.3M$7.7M−$2.1M
- DuolingoDUOL34,033 shares · 0.1% of their software$7.1M−$1.5M
- OktaOKTA71,199 shares · 0.1% of their software · price −$784K$6.7M−$970K
- TrimbleTRMB114,260 shares · 0.1% of their software · price −$964K$6.4M−$987K
- TwilioTWLO110,200 shares · 0.1% of their software$6.3MFlat
- DynatraceDT130,635 shares · 0.1% of their software$5.8MFlat
- OpenTextOTEX182,042 shares · 0.1% of their software · price −$1.6M$5.5MFlat
- CertaraCERT338,760 shares · 0.1% of their software · price −$1.4M$4.7M−$1.3M
- Karooooo Ltd.KARO163,347 shares · 0.1% of their software · price +$693K$4.7MFlat
- ToastTOST161,242 shares · 0.1% of their software$4.2MFlat
- WixWIX25,595 shares · 0.1% of their software · price +$553K$4.1M−$1.6M
- Bentley SystemsBSY81,593 shares · 0.1% of their software$4.0M−$1.5M
- monday.comMNDY16,537 shares · 0.1% of their software$4.0MFlat
- TeradataTDC109,240 shares · 0.1% of their software$3.8M+$1.7M
- Grab Holdings LimitedGRAB968,909 shares · 0.1% of their software$3.4MFlat
- PaylocityPCTY23,096 shares · 0.1% of their software · price −$924K$3.0MFlat
- UiPathPATH199,243 shares · 0.1% of their software · price −$2.0M$2.5M−$736K
- Amdocs LimitedDOX29,374 shares · 0.0% of their software$2.3M+$1.0M
- UnityU119,424 shares · 0.0% of their software · price −$1.2M$1.9MFlat
- Global-EGLBE45,089 shares · 0.0% of their software$1.6MFlat
- Upbound Group, Inc.UPBD3,051 shares · 0.0% of their software$94KNew · Flat
- DescartesDSGX300 shares · 0.0% of their software$29KFlat
- Lyft, Inc.LYFT1,471 shares · 0.0% of their software$21KFlat