Generalist · Lysaker, Q8
Storebrand Asset Management As
- Software
- $3.3B
- Weight of 13F
- 8.0%
- Names
- 50
- Vs prior quarter
- +$298M
Filed 12 August 2026.
762 positions in the whole 13F.
Software held
- MicrosoftMSFT4,065,646 shares · 46.2% of their software$1.5BFlat
- Palo Alto NetworksPANW865,983 shares · 9.0% of their software$295M+$116M
- CrowdStrikeCRWD275,039 shares · 6.4% of their software$210M+$69.7M
- OracleORCL919,027 shares · 4.1% of their software$135M+$1.4M
- CadenceCDNS317,017 shares · 3.6% of their software$119M+$8.4M
- AutodeskADSK581,501 shares · 3.4% of their software$113M+$2.7M
- SalesforceCRM622,903 shares · 3.0% of their software$97.6MFlat
- OktaOKTA567,805 shares · 2.4% of their software$77.5M+$29.2M
- FortinetFTNT476,284 shares · 2.2% of their software$73.2M+$36.6M
- AppLovinAPP130,553 shares · 2.0% of their software$67.3M+$11.6M
- TrimbleTRMB1,149,163 shares · 1.8% of their software$58.8M−$1.4M
- ServiceNowNOW560,540 shares · 1.7% of their software$55.7M−$3.8M