Generalist · Chiyoda-ku, Tokyo, M0
Sumitomo Mitsui Trust Group, INC.
- Software
- $14.2B
- Weight of 13F
- 8.0%
- Names
- 64
- Vs prior quarter
- +$521M
Filed 30 July 2026.
1,080 positions in the whole 13F.
Software held
- MicrosoftMSFT17,488,121 shares · 46.0% of their software$6.5B−$24.0M
- PalantirPLTR6,884,136 shares · 5.7% of their software$803M−$229M
- Palo Alto NetworksPANW2,288,912 shares · 5.5% of their software$781M+$420M
- CrowdStrikeCRWD713,573 shares · 3.8% of their software$545M+$256M
- OracleORCL3,700,161 shares · 3.8% of their software$542MFlat
- ShopifySHOP3,585,720 shares · 2.9% of their software$409M−$26.9M
- CadenceCDNS1,044,325 shares · 2.8% of their software$392M+$109M
- SynopsysSNPS789,740 shares · 2.5% of their software$352M−$19.1M
- SalesforceCRM2,005,451 shares · 2.2% of their software$314M−$116M
- AppLovinAPP560,422 shares · 2.0% of their software$289M+$69.7M
- CloudflareNET997,856 shares · 1.7% of their software$245M+$23.1M
- FortinetFTNT1,505,056 shares · 1.6% of their software$231M+$106M