Generalist · Boise, ID
Caprock Group, LLC
- Software
- $363M
- Weight of 13F
- 7.0%
- Names
- 45
- Vs prior quarter
- +$151M
Filed 27 July 2026.
1,234 positions in the whole 13F.
Software held
- SentinelOneS7,734,562 shares · 36.1% of their software$131MFlat
- MicrosoftMSFT277,477 shares · 28.5% of their software$104MNew
- PalantirPLTR199,599 shares · 6.4% of their software$23.3MFlat
- OracleORCL86,502 shares · 3.5% of their software$12.7MFlat
- AppLovinAPP22,816 shares · 3.2% of their software$11.8M+$3.4M
- CrowdStrikeCRWD14,894 shares · 3.1% of their software$11.4M+$6.5M
- Palo Alto NetworksPANW28,477 shares · 2.7% of their software$9.7MNew
- TwilioTWLO31,981 shares · 1.8% of their software$6.6M+$2.0M
- CadenceCDNS11,495 shares · 1.2% of their software$4.3M+$822K
- FortinetFTNT25,356 shares · 1.1% of their software$3.9MNew
- DatadogDDOG13,807 shares · 1.0% of their software$3.6M+$2.2M
- SalesforceCRM18,706 shares · 0.8% of their software$2.9M−$2.4M