Generalist · New York, NY
Rockefeller Capital Management L.P.
- Software
- $3.4B
- Weight of 13F
- 5.0%
- Names
- 124
- Vs prior quarter
- +$375M
Filed 13 August 2026.
11,392 positions in the whole 13F.
Software held
- MicrosoftMSFT3,931,897 shares · 43.4% of their software$1.5B−$26.4M
- CrowdStrikeCRWD517,577 shares · 11.7% of their software$395M+$174M
- Palo Alto NetworksPANW983,075 shares · 9.9% of their software$335M+$173M
- PalantirPLTR1,389,598 shares · 4.8% of their software$162M−$3.3M
- CadenceCDNS414,546 shares · 4.6% of their software$156MFlat
- SnowflakeSNOW459,408 shares · 3.5% of their software$117M+$53.1M
- OracleORCL650,313 shares · 2.8% of their software$95.3M−$4.6M
- ServiceNowNOW888,877 shares · 2.6% of their software$88.2M+$39.2M
- FortinetFTNT461,080 shares · 2.1% of their software$70.8M+$33.5M
- SalesforceCRM440,040 shares · 2.0% of their software$68.9M−$107M
- ShopifySHOP471,205 shares · 1.6% of their software$53.8M−$14.3M
- AdobeADBE234,363 shares · 1.4% of their software$48.0M+$18.4M