Generalist · Overland Park, KS
Creative Planning
- Software
- $3.2B
- Weight of 13F
- 2.0%
- Names
- 124
- Vs prior quarter
- +$454M
Filed 13 August 2026.
7,093 positions in the whole 13F.
Software held
- MicrosoftMSFT4,155,769 shares · 48.6% of their software$1.6B+$117M
- OracleORCL1,126,280 shares · 5.2% of their software$165M+$8.2M
- CrowdStrikeCRWD177,647 shares · 4.2% of their software$136M+$62.0M
- Palo Alto NetworksPANW379,160 shares · 4.1% of their software$129M+$64.6M
- PalantirPLTR697,629 shares · 2.6% of their software$81.4M−$23.1M
- FortinetFTNT437,197 shares · 2.1% of their software$67.2M+$34.5M
- SnowflakeSNOW236,839 shares · 1.9% of their software$60.3MFlat
- ShopifySHOP469,832 shares · 1.7% of their software$53.6M+$1.4M
- SynopsysSNPS119,098 shares · 1.7% of their software$53.1M+$24.7M
- SalesforceCRM336,625 shares · 1.7% of their software$52.7M−$19.1M
- ServiceNowNOW500,297 shares · 1.6% of their software$49.7M−$5.7M
- ZscalerZS324,922 shares · 1.4% of their software$45.9M+$23.3M