Generalist · New York, NY
Brown Brothers Harriman & CO
- Software
- $1.8B
- Weight of 13F
- 8.0%
- Names
- 59
- Vs prior quarter
- +$239M
Filed 12 August 2026.
1,818 positions in the whole 13F.
Software held
- MicrosoftMSFT2,057,067 shares · 43.2% of their software$767M+$46.5M
- Palo Alto NetworksPANW821,125 shares · 15.8% of their software$280M+$184M
- OracleORCL1,850,035 shares · 15.3% of their software$271M−$6.4M
- CadenceCDNS535,714 shares · 11.3% of their software$201MFlat
- GuidewireGWRE658,636 shares · 4.6% of their software$81.0M−$24.6M
- PaymentusPAY2,820,964 shares · 3.8% of their software$68.2M+$13.5M
- BroadridgeBR234,286 shares · 1.8% of their software$32.1M+$5.2M
- ServiceNowNOW277,245 shares · 1.5% of their software$27.5M−$4.0M
- CrowdStrikeCRWD8,326 shares · 0.4% of their software$6.4M+$4.9M
- PalantirPLTR47,537 shares · 0.3% of their software$5.5MFlat
- SalesforceCRM27,151 shares · 0.2% of their software$4.3M−$2.1M
- FortinetFTNT26,915 shares · 0.2% of their software$4.1M+$2.7M