Generalist · Copenhagen, Denmark
Pfa Pension, Forsikringsaktieselskab
Q4 2025 · compared with Q3 2025
- Software
- $4.2B
- Weight of 13F
- 11.9%
- Names
- 48
- Net bought
- —
Filed 2 February 2026 · SEC filing.
373 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
Software held
- MicrosoftMSFT4,136,781 shares · 48.0% of their software$2.0B—
- PalantirPLTR1,228,394 shares · 5.3% of their software$222M—
- OracleORCL924,788 shares · 4.3% of their software$182M—
- SalesforceCRM551,791 shares · 3.5% of their software$147M—
- Automatic Data Processing, Inc.ADP538,033 shares · 3.3% of their software$140M—
- IntuitINTU156,731 shares · 2.5% of their software$105M—
- AppLovinAPP143,675 shares · 2.4% of their software$99.7M—
- Uber Technologies, Inc.UBER1,173,454 shares · 2.3% of their software$96.4M—
- ServiceNowNOW587,881 shares · 2.2% of their software$90.7M—
- AdobeADBE239,065 shares · 2.0% of their software$84.3M—
- Paychex, Inc.PAYX669,560 shares · 1.8% of their software$75.9M—
- Palo Alto NetworksPANW365,622 shares · 1.6% of their software$68.3M—
- AutodeskADSK219,874 shares · 1.6% of their software$65.9M—
- CrowdStrikeCRWD135,495 shares · 1.5% of their software$64.4M—
- SynopsysSNPS109,852 shares · 1.2% of their software$52.1M—
- CadenceCDNS147,191 shares · 1.1% of their software$46.5M—
- FortinetFTNT553,188 shares · 1.1% of their software$44.4M—
- NetApp, Inc.NTAP408,696 shares · 1.1% of their software$44.3M—
- WorkdayWDAY198,663 shares · 1.0% of their software$43.1M—
- GoDaddyGDDY328,182 shares · 1.0% of their software$41.4M—
- SnowflakeSNOW173,898 shares · 0.9% of their software$38.6M—
- Block, Inc.XYZ552,182 shares · 0.9% of their software$36.2M—
- VeriSign, Inc.VRSN139,193 shares · 0.8% of their software$34.2M—
- ZoomZM394,643 shares · 0.8% of their software$34.1M—
- AtlassianTEAM196,343 shares · 0.8% of their software$32.0M—
- F5, Inc.FFIV121,515 shares · 0.8% of their software$31.5M—
- CloudflareNET146,565 shares · 0.7% of their software$29.3M—
- DatadogDDOG166,138 shares · 0.5% of their software$22.8M—
- Fair IsaacFICO12,966 shares · 0.5% of their software$22.6M—
- Fiserv, Inc.FISV294,990 shares · 0.5% of their software$19.9M—
- TrimbleTRMB239,220 shares · 0.5% of their software$19.0M—
- DynatraceDT352,546 shares · 0.4% of their software$15.5M—
- MongoDBMDB35,840 shares · 0.4% of their software$15.1M—
- TwilioTWLO101,306 shares · 0.3% of their software$14.6M—
- DocuSignDOCU206,646 shares · 0.3% of their software$14.3M—
- Corpay, Inc.CPAY45,328 shares · 0.3% of their software$13.8M—
- The Trade DeskTTD342,137 shares · 0.3% of their software$13.0M—
- HubSpotHUBS27,178 shares · 0.3% of their software$11.0M—
- VeevaVEEV47,196 shares · 0.3% of their software$10.6M—
- PTCPTC55,524 shares · 0.2% of their software$9.7M—
- PaycomPAYC52,181 shares · 0.2% of their software$8.4M—
- Grab Holdings LimitedGRAB1,269,597 shares · 0.2% of their software$6.4M—
- SamsaraIOT169,512 shares · 0.1% of their software$6.1M—
- Manhattan AssociatesMANH27,323 shares · 0.1% of their software$4.8M—
- Gen DigitalGEN158,758 shares · 0.1% of their software$4.4M—
- InterDigital, Inc.IDCC5,695 shares · 0.0% of their software$1.9M—
- BroadridgeBR8,016 shares · 0.0% of their software$1.8M—
- Diebold Nixdorf, IncorporatedDBD328 shares · 0.0% of their software$23K—