Generalist · Frankfurt Am Main, 2M
Universal- Beteiligungs- und Servicegesellschaft mbH
- Software
- $5.6B
- Weight of 13F
- 9.0%
- Names
- 102
- Vs prior quarter
- +$326M
Filed 6 August 2026.
2,122 positions in the whole 13F.
Software held
- MicrosoftMSFT6,629,138 shares · 44.2% of their software$2.5B−$43.4M
- Palo Alto NetworksPANW976,561 shares · 5.9% of their software$333M+$151M
- SalesforceCRM1,603,956 shares · 4.5% of their software$252M−$30.5M
- PalantirPLTR1,858,630 shares · 3.9% of their software$216M−$16.3M
- OracleORCL1,279,391 shares · 3.1% of their software$176M−$22.1M
- AdobeADBE847,887 shares · 3.1% of their software$175M−$29.3M
- CrowdStrikeCRWD211,934 shares · 2.9% of their software$161M+$82.7M
- AppLovinAPP283,011 shares · 2.6% of their software$146M+$35.9M
- ServiceNowNOW1,444,157 shares · 2.6% of their software$144M+$4.8M
- IntuitINTU495,080 shares · 2.3% of their software$130M−$88.0M
- CadenceCDNS316,949 shares · 2.1% of their software$119M+$45.3M
- AutodeskADSK595,304 shares · 2.1% of their software$116M+$1.4M