Generalist · Chiyoda-ku,tokyo, M0
Daiwa Securities Group INC.
- Software
- $5.2B
- Weight of 13F
- 10.0%
- Names
- 67
- Vs prior quarter
- +$1.3B
Filed 31 July 2026.
1,672 positions in the whole 13F.
Software held
- MicrosoftMSFT9,026,988 shares · 64.3% of their software$3.4B+$1.1B
- PalantirPLTR7,340,143 shares · 16.4% of their software$856M−$53.1M
- OracleORCL1,732,173 shares · 4.8% of their software$254M+$7.6M
- CloudflareNET4,468,324 shares · 2.3% of their software$120M+$87.5M
- Palo Alto NetworksPANW234,314 shares · 1.5% of their software$79.9M+$44.3M
- SamsaraIOT1,605,218 shares · 1.0% of their software$52.1M+$51.1M
- AppLovinAPP79,921 shares · 0.8% of their software$41.2M+$10.3M
- SalesforceCRM253,414 shares · 0.8% of their software$39.7M−$10.6M
- AdobeADBE186,754 shares · 0.7% of their software$38.3M−$4.7M
- SynopsysSNPS85,304 shares · 0.7% of their software$38.1M+$5.5M
- CadenceCDNS98,840 shares · 0.7% of their software$37.1M+$10.1M
- FortinetFTNT226,738 shares · 0.7% of their software$34.8M+$16.8M