Generalist · Boston, MA
Fmr LLC
- Software
- $143B
- Weight of 13F
- 6.0%
- Names
- 131
- Vs prior quarter
- +$18.5B
Filed 13 August 2026.
13,978 positions in the whole 13F.
Software held
- MicrosoftMSFT185,960,066 shares · 48.4% of their software$69.4B−$1.0B
- AppLovinAPP17,293,553 shares · 6.2% of their software$8.9B+$2.7B
- Palo Alto NetworksPANW20,054,462 shares · 4.8% of their software$6.8B+$5.5B
- CrowdStrikeCRWD7,847,117 shares · 4.2% of their software$6.0B+$4.6B
- ShopifySHOP47,175,518 shares · 3.8% of their software$5.4B−$43.9M
- DatadogDDOG53,148,680 shares · 3.6% of their software$5.2B+$3.6B
- OracleORCL27,359,147 shares · 2.7% of their software$3.9B+$435M
- CadenceCDNS9,554,947 shares · 2.5% of their software$3.6B+$1.0B
- CloudflareNET82,560,471 shares · 2.2% of their software$3.2B+$378M
- SynopsysSNPS5,989,785 shares · 1.9% of their software$2.7B−$645M
- PalantirPLTR22,568,609 shares · 1.8% of their software$2.6B−$147M
- TwilioTWLO11,273,330 shares · 1.6% of their software$2.3B+$874M
