Generalist · Shah Alam, Malaysia
Employees Provident Fund Board
Q2 2025 · compared with Q1 2025
- Software
- $2.8B
- Weight of 13F
- 23.8%
- Names
- 11
- Net bought
- +$249M
Filed 17 March 2026 · SEC filing.
86 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 202610 names$4.1B+$322M
- Q1 202610 names$3.0B+$388M
- Q4 202511 names$3.5B+$2.0B
- Q3 202511 names$3.5B+$767M
- Q2 202511 names$2.8B+$249M
- Q1 202512 names$2.0B+$407M
- Q4 202411 names$1.8B+$332M
- Q3 202412 names$1.5B+$229M
- Q2 202411 names$1.3B+$59.8M
- Q1 202411 names$1.2B+$95.3M
- Q4 202310 names$1.0B+$35.9M
- Q3 202310 names$779M+$368M
- Q2 20238 names$446M−$62.3M
- Q1 20237 names$432M+$24.2M
- Q4 20228 names$332M+$29.2M
- Q3 20226 names$318M−$118M
- Q2 20228 names$478M+$57.5M
- Q1 20229 names$553M+$98.3M
- Q4 20216 names$519M−$10.5M
- Q3 20215 names$478M−$1.9M
- Q2 20214 names$455M−$30.1M
- Q1 20215 names$429M−$49.5M
- Q4 20204 names$477M+$15.6M
- Q3 20204 names$443M+$33.5M
- Q2 20208 names$446M−$151M
- Q1 20206 names$362M−$193M
- Q4 20195 names$570M+$93.8M
- Q3 20195 names$419M−$23.4M
- Q2 20194 names$437M+$12.0M
- Q1 20194 names$385M−$58.0M
- Q4 20184 names$386M+$99.0M
- Q3 20183 names$337M−$52.2M
- Q2 20183 names$347M+$5.4M
- Q1 20183 names$324M−$2.2M
- Q4 20173 names$310M−$14.3M
- Q3 20173 names$288M−$26.1M
- Q2 20173 names$300M+$30.2M
- Q1 20173 names$264M+$36.5M
- Q4 20162 names$214M+$2.0M
- Q3 20162 names$201M−$37.4M
- Q2 20162 names$225M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT1,740,188 shares · 31.5% of their software · price +$212M$866M+$17.0M
- ServiceNowNOW345,582 shares · 12.9% of their software · price +$80.2M$355M+$44.8M
- Palo Alto NetworksPANW1,542,845 shares · 11.5% of their software · price +$52.5M$316M+$115M
- CrowdStrikeCRWD499,003 shares · 9.2% of their software · price +$78.2M$254M+$75.3M
- Uber Technologies, Inc.UBER2,374,698 shares · 8.1% of their software · price +$48.5M$222M+$8.5M
- SynopsysSNPS420,162 shares · 7.8% of their software · price +$35.2M$215M+$74.4M
- SalesforceCRM643,458 shares · 6.4% of their software · price +$2.8M$175M+$51.0M
- AdobeADBE421,741 shares · 5.9% of their software · price +$1.4M$163MFlat
- DatadogDDOG850,000 shares · 4.1% of their software · price +$29.9M$114M−$66.7M
- MongoDBMDB292,603 shares · 2.2% of their software · price +$10.1M$61.4MFlat
- AkamaiAKAM121,800 shares · 0.4% of their software$9.7MFlat
