Generalist · London, X0
Qube Research & Technologies LTD
- Software
- $5.2B
- Weight of 13F
- 5.0%
- Names
- 76
- Vs prior quarter
- +$1.4B
Filed 14 August 2026.
3,406 positions in the whole 13F.
Software held
- MicrosoftMSFT1,573,414 shares · 11.3% of their software$587M−$307M
- SalesforceCRM3,470,504 shares · 10.5% of their software$544M+$520M
- IntuitINTU1,360,061 shares · 6.9% of their software$355MNew
- OracleORCL2,386,226 shares · 6.8% of their software$350M+$334M
- ZoomZM2,520,290 shares · 4.2% of their software$218M+$169M
- SS&CSSNC3,079,286 shares · 3.7% of their software$191M+$40.2M
- HubSpotHUBS1,004,155 shares · 3.5% of their software$183M+$96.8M
- BroadridgeBR1,313,142 shares · 3.5% of their software$180M+$95.2M
- MongoDBMDB525,212 shares · 3.4% of their software$176M+$27.2M
- TwilioTWLO854,257 shares · 3.4% of their software$176MNew
- GoDaddyGDDY2,031,331 shares · 3.3% of their software$172M+$30.8M
- SynopsysSNPS375,441 shares · 3.2% of their software$167M+$108M