Generalist · Tampa, FL
PeakShares LLC
- Software
- $13.2B
- Weight of 13F
- 10.0%
- Names
- 14
- Vs prior quarter
- +$13.1B
Filed 11 August 2026.
122 positions in the whole 13F.
Software held
- Palo Alto NetworksPANW8,051 shares · 20.9% of their software$2.7B+$2.7B
- MicrosoftMSFT7,000 shares · 19.8% of their software$2.6B+$2.6B
- CrowdStrikeCRWD3,034 shares · 17.6% of their software$2.3B+$2.3B
- OracleORCL11,591 shares · 12.9% of their software$1.7B+$1.7B
- PalantirPLTR10,407 shares · 9.2% of their software$1.2B+$1.2B
- CadenceCDNS3,017 shares · 8.6% of their software$1.1BNew
- SalesforceCRM2,040 shares · 2.4% of their software$320M+$318M
- AdobeADBE1,424 shares · 2.2% of their software$292M+$292M
- Gen DigitalGEN9,272 shares · 1.8% of their software$231M+$231M
- SynopsysSNPS300 shares · 1.0% of their software$134M+$134M
- WorkdayWDAY1,000 shares · 0.9% of their software$122MFlat
- DuolingoDUOL1,000 shares · 0.9% of their software$115MFlat