Passive · Malvern, PA
Vanguard Capital Management LLC
- Software
- $351B
- Weight of 13F
- 8.0%
- Names
- 127
- Vs prior quarter
- +$348B
Filed 13 August 2026.
4,092 positions in the whole 13F.
Software held
- MicrosoftMSFT485,192,007 shares · 51.6% of their software$181BNew
- Palo Alto NetworksPANW53,129,128 shares · 5.2% of their software$18.1BNew
- PalantirPLTR146,137,514 shares · 4.9% of their software$17.0BNew
- OracleORCL111,788,001 shares · 4.7% of their software$16.4BNew
- CrowdStrikeCRWD16,205,746 shares · 3.5% of their software$12.4BNew
- AppLovinAPP17,744,980 shares · 2.6% of their software$9.1BNew
- SalesforceCRM52,065,228 shares · 2.3% of their software$8.2BNew
- CadenceCDNS18,016,381 shares · 1.9% of their software$6.8BNew
- ServiceNowNOW67,351,838 shares · 1.9% of their software$6.7BNew
- FortinetFTNT40,663,961 shares · 1.8% of their software$6.2B+$3.0B
- DatadogDDOG21,604,265 shares · 1.6% of their software$5.6BNew
- SynopsysSNPS12,507,020 shares · 1.6% of their software$5.6BNew