Book
Universe
Index
Census
Generalist
· San Francisco, CA
Dodge & Cox
Software
$5.5B
Weight of 13F
3.0%
Names
4
Vs prior quarter
+$415M
Filed 13 August 2026.
222 positions in the whole 13F.
Software held
Microsoft
MSFT
12,836,229 shares · 86.8% of their software
$4.8B
+$361M
Adobe
ADBE
3,114,932 shares · 11.6% of their software
$639M
+$32.0M
Cadence
CDNS
228,012 shares · 1.6% of their software
$85.6M
+$21.4M
Synopsys
SNPS
10,100 shares · 0.1% of their software
$4.5M
Flat
