Generalist · Senningerberg, N4
Assenagon Asset Management S.a.
- Software
- $8.2B
- Weight of 13F
- 10.0%
- Names
- 76
- Vs prior quarter
- +$186M
Filed 21 August 2026.
1,159 positions in the whole 13F.
Software held
- MicrosoftMSFT10,444,656 shares · 47.7% of their software$3.9B−$1.2B
- SynopsysSNPS2,455,402 shares · 13.4% of their software$1.1B+$397M
- Palo Alto NetworksPANW901,261 shares · 3.8% of their software$307M+$233M
- AdobeADBE1,306,333 shares · 3.3% of their software$268M−$15.0M
- OracleORCL1,718,790 shares · 3.1% of their software$252M+$90.4M
- DatadogDDOG820,104 shares · 2.6% of their software$214M+$109M
- SalesforceCRM1,212,968 shares · 2.3% of their software$190M−$1.1M
- ServiceNowNOW1,811,760 shares · 2.2% of their software$180M+$34.7M
- ProcorePCOR4,398,163 shares · 2.2% of their software$179M+$50.3M
- PalantirPLTR1,491,567 shares · 2.1% of their software$174M+$166M
- NutanixNTNX3,262,231 shares · 2.0% of their software$166M+$159M
- DynatraceDT2,789,774 shares · 1.5% of their software$122M+$82.6M