Generalist · Givatayim, L3
Phoenix Financial LTD.
- Software
- $1.1B
- Weight of 13F
- 7.0%
- Names
- 31
- Vs prior quarter
- +$575M
Filed 11 August 2026.
700 positions in the whole 13F.
Software held
- MicrosoftMSFT794,580 shares · 27.9% of their software$296M+$18.9M
- Palo Alto NetworksPANW750,730 shares · 24.1% of their software$256M+$219M
- CloudflareNET807,564 shares · 18.6% of their software$198M+$132M
- Global-EGLBE5,372,046 shares · 17.6% of their software$187M+$179M
- NICENICE678,460 shares · 5.8% of their software$61.6M+$30.4M
- OracleORCL218,225 shares · 3.0% of their software$32.0M+$4.5M
- AppLovinAPP11,201 shares · 0.5% of their software$5.7M+$1.5M
- CadenceCDNS8,785 shares · 0.3% of their software$3.3M+$997K
- ZoomZM30,812 shares · 0.2% of their software$2.7M+$671K
- CrowdStrikeCRWD3,396 shares · 0.2% of their software$2.6M+$1.3M
- SalesforceCRM15,969 shares · 0.2% of their software$2.5M−$659K
- PalantirPLTR16,563 shares · 0.2% of their software$1.9M−$1.3M