Generalist · Frankfurt Am Main, 2M
Dz Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
- Software
- $8.7B
- Weight of 13F
- 7.0%
- Names
- 53
- Vs prior quarter
- +$1.0B
Filed 14 August 2026.
2,197 positions in the whole 13F.
Software held
- MicrosoftMSFT11,615,164 shares · 49.6% of their software$4.3B−$41.4M
- CloudflareNET39,877,783 shares · 10.9% of their software$948M+$4.6M
- OracleORCL5,954,658 shares · 10.0% of their software$873M+$250M
- MongoDBMDB2,514,942 shares · 9.7% of their software$845M+$367M
- Palo Alto NetworksPANW1,378,110 shares · 5.4% of their software$470M+$101M
- SnowflakeSNOW28,605,613 shares · 4.5% of their software$392M+$214M
- CrowdStrikeCRWD263,963 shares · 2.3% of their software$201M+$110M
- SalesforceCRM654,943 shares · 1.2% of their software$103M+$5.8M
- PalantirPLTR654,279 shares · 0.9% of their software$76.4M−$37.8M
- AkamaiAKAM54,025,000 shares · 0.8% of their software$68.4M+$12.6M
- ServiceNowNOW611,042 shares · 0.7% of their software$60.7M−$6.5M
- CadenceCDNS132,812 shares · 0.6% of their software$49.8M+$21.2M