Generalist · London, X0
M&G PLC
- Software
- $1.7B
- Weight of 13F
- 9.0%
- Names
- 29
- Vs prior quarter
- −$106M
Filed 6 August 2026.
409 positions in the whole 13F.
Software held
- MicrosoftMSFT2,440,195 shares · 52.4% of their software$910M−$149M
- SynopsysSNPS439,688 shares · 11.3% of their software$196M+$7.5M
- IntuitINTU435,218 shares · 6.5% of their software$114M−$66.1M
- CyberArkCYBR61,600,000 shares · 5.9% of their software$102MNew
- SalesforceCRM484,068 shares · 4.4% of their software$76.0M−$20.7M
- AutodeskADSK281,558 shares · 3.1% of their software$54.6M+$2.7M
- SnowflakeSNOW18,405,457 shares · 2.9% of their software$50.0M+$38.1M
- BoxBOX37,455,000 shares · 2.1% of their software$36.7MFlat
- Check PointCHKP235,913 shares · 1.8% of their software$30.9M+$3.0M
- NutanixNTNX25,512,000 shares · 1.6% of their software$28.3MFlat
- Manhattan AssociatesMANH196,407 shares · 1.6% of their software$27.3M−$1.0M
- AdobeADBE96,004 shares · 1.1% of their software$19.7M−$7.1M