Book
Universe
Index
Census
Generalist
· London, X0
Algebris (uk) LTD
Software
$187M
Weight of 13F
12.0%
Names
4
Vs prior quarter
+$42.8M
Filed 11 August 2026.
73 positions in the whole 13F.
Software held
Alkami
ALKT
38,430,009 shares · 50.9% of their software
$95.3M
Flat
Q2
QTWO
1,070,545 shares · 27.4% of their software
$51.3M
+$18.5M
nCino
NCNO
2,414,440 shares · 21.0% of their software
$39.4M
+$8.3M
Cadence
CDNS
3,280 shares · 0.7% of their software
$1.2M
New
