Generalist · Chicago, IL
Cibc Bancorp USA INC.
- Software
- $5.0B
- Weight of 13F
- 6.0%
- Names
- 70
- Vs prior quarter
- +$77.6M
Filed 13 August 2026.
4,604 positions in the whole 13F.
Software held
- MicrosoftMSFT7,759,778 shares · 57.8% of their software$2.9B−$306M
- Palo Alto NetworksPANW1,226,765 shares · 8.4% of their software$418M+$211M
- SalesforceCRM1,173,216 shares · 3.7% of their software$184M−$61.8M
- DatadogDDOG681,616 shares · 3.5% of their software$177M+$113M
- ServiceNowNOW1,394,382 shares · 2.8% of their software$139M+$103M
- OracleORCL889,408 shares · 2.6% of their software$131M+$21.7M
- CadenceCDNS340,779 shares · 2.6% of their software$128M+$28.2M
- CloudflareNET476,845 shares · 2.3% of their software$117M+$14.8M
- CrowdStrikeCRWD141,516 shares · 2.2% of their software$108M+$86.9M
- ShopifySHOP803,178 shares · 1.8% of their software$92.2M−$5.7M
- PalantirPLTR688,144 shares · 1.6% of their software$80.2M+$14.9M
- SnowflakeSNOW248,294 shares · 1.3% of their software$63.1M+$59.4M