Generalist · New York, NY
Quantinno Capital Management LP
- Software
- $5.3B
- Weight of 13F
- 6.0%
- Names
- 121
- Vs prior quarter
- +$1.1B
Filed 13 August 2026.
3,434 positions in the whole 13F.
Software held
- MicrosoftMSFT4,757,816 shares · 33.4% of their software$1.8B+$265M
- PalantirPLTR1,594,748 shares · 3.5% of their software$186M−$18.5M
- Palo Alto NetworksPANW471,468 shares · 3.0% of their software$161M+$93.0M
- AppLovinAPP301,908 shares · 2.9% of their software$156M+$55.3M
- OracleORCL1,048,131 shares · 2.9% of their software$154M+$25.3M
- TwilioTWLO677,699 shares · 2.6% of their software$140M+$58.2M
- DatadogDDOG425,651 shares · 2.1% of their software$111M+$61.7M
- PaylocityPCTY1,056,005 shares · 2.1% of their software$110M+$56.0M
- SalesforceCRM689,140 shares · 2.0% of their software$108M+$13.8M
- CrowdStrikeCRWD130,703 shares · 1.9% of their software$99.7M+$57.7M
- CadenceCDNS260,088 shares · 1.8% of their software$97.6M+$46.3M
- ZoomZM1,100,052 shares · 1.8% of their software$94.9M+$11.5M