Generalist · New York, NY
Davidson Kempner Capital Management LP
- Software
- $347M
- Weight of 13F
- 4.0%
- Names
- 11
- Vs prior quarter
- −$33.5M
Filed 14 August 2026.
The filing marked some holdings confidential.
241 positions in the whole 13F.
Software held
- SnowflakeSNOW23,600,000 shares · 18.6% of their software$64.5M−$8.1M
- BILLBILL70,000,000 shares · 17.4% of their software$60.4M+$18.2M
- Rapid7RPD57,200,000 shares · 15.8% of their software$54.9M+$7.0M
- OracleORCL275,000 shares · 11.6% of their software$40.3M−$5.9M
- NutanixNTNX40,500,000 shares · 11.5% of their software$39.8MNew
- Bentley SystemsBSY30,000,000 shares · 8.3% of their software$28.8MFlat
- BlackLineBL21,500,000 shares · 5.7% of their software$19.8MNew
- DropboxDBX17,500,000 shares · 5.1% of their software$17.7MNew
- TwilioTWLO50,000 shares · 3.0% of their software$10.3MNew
- AppLovinAPP20,000 shares · 3.0% of their software$10.3MNew
- Gen DigitalGEN17,246 shares · 0.0% of their software$22KFlat