Generalist · New York, NY
Jpmorgan Chase & CO
- Software
- $99.5B
- Weight of 13F
- 6.0%
- Names
- 130
- Vs prior quarter
- +$12.9B
Filed 12 August 2026.
34,064 positions in the whole 13F.
Software held
- MicrosoftMSFT135,173,516 shares · 50.1% of their software$49.8B+$4.2B
- Palo Alto NetworksPANW21,715,578 shares · 7.2% of their software$7.2B+$5.1B
- CrowdStrikeCRWD8,174,463 shares · 6.1% of their software$6.1B+$4.7B
- PalantirPLTR29,494,974 shares · 3.4% of their software$3.4B+$448M
- OracleORCL22,899,905 shares · 3.4% of their software$3.4B−$1.1B
- CadenceCDNS7,865,907 shares · 2.9% of their software$2.9B+$1.2B
- TwilioTWLO12,224,027 shares · 2.4% of their software$2.4B+$1.3B
- SnowflakeSNOW29,737,816 shares · 2.4% of their software$2.4B+$583M
- AppLovinAPP4,349,233 shares · 2.2% of their software$2.2B+$641M
- DigitalOceanDOCN13,955,206 shares · 2.1% of their software$2.1B+$1.7B
- ShopifySHOP15,220,724 shares · 1.7% of their software$1.7B−$213M
- SalesforceCRM10,440,961 shares · 1.7% of their software$1.6B+$720M