Generalist · Munich, 2M
Allianz Asset Management GmbH
- Software
- $5.6B
- Weight of 13F
- 5.0%
- Names
- 61
- Vs prior quarter
- +$482M
Filed 14 August 2026.
3,833 positions in the whole 13F.
Software held
- MicrosoftMSFT7,970,754 shares · 52.7% of their software$3.0B+$153M
- PalantirPLTR3,068,758 shares · 8.0% of their software$446M+$9.2M
- AdobeADBE1,592,480 shares · 6.3% of their software$354M+$115M
- AutodeskADSK897,443 shares · 3.8% of their software$212M+$7.7M
- ZoomZM1,966,716 shares · 2.8% of their software$159M−$1.0M
- IntuitINTU445,764 shares · 2.5% of their software$143M+$68.8M
- VeevaVEEV717,899 shares · 2.3% of their software$126M−$4.5M
- SalesforceCRM676,917 shares · 2.2% of their software$122M+$14.0M
- OracleORCL763,245 shares · 2.0% of their software$112M+$14.8M
- DropboxDBX3,562,257 shares · 1.7% of their software$95.7M+$12.8M
- AkamaiAKAM6,739,353 shares · 1.7% of their software$93.9M+$47.2M
- FortinetFTNT711,102 shares · 1.6% of their software$89.2M+$29.5M