Generalist · Los Angeles, CA
Capital International Investors
- Software
- $39.1B
- Weight of 13F
- 8.0%
- Names
- 18
- Vs prior quarter
- +$890M
Filed 12 August 2026.
446 positions in the whole 13F.
Software held
- MicrosoftMSFT53,774,299 shares · 51.3% of their software$20.1B−$236M
- ShopifySHOP54,893,641 shares · 16.0% of their software$6.3B+$336M
- CloudflareNET10,981,005 shares · 6.9% of their software$2.7BFlat
- CadenceCDNS4,886,202 shares · 4.7% of their software$1.8B+$735M
- AppLovinAPP2,968,827 shares · 3.9% of their software$1.5B+$406M
- Fair IsaacFICO1,247,685 shares · 3.8% of their software$1.5B+$734M
- SalesforceCRM8,152,033 shares · 3.3% of their software$1.3B−$1.1B
- VeriskVRSK5,282,615 shares · 2.4% of their software$948M−$215M
- SAPSAP5,681,413 shares · 2.2% of their software$877M+$22.2M
- ToastTOST26,744,340 shares · 1.9% of their software$744M−$67.2M
- CoStarCSGP16,643,016 shares · 1.2% of their software$471M−$154M
- ServiceNowNOW2,473,884 shares · 0.6% of their software$246M−$22.2M