Generalist · Hamilton, D0
Fil LTD
- Software
- $14.9B
- Weight of 13F
- 11.0%
- Names
- 60
- Vs prior quarter
- +$1.2B
Filed 13 August 2026.
1,931 positions in the whole 13F.
Software held
- MicrosoftMSFT10,507,891 shares · 26.2% of their software$3.9B+$221M
- ShopifySHOP19,275,482 shares · 14.8% of their software$2.2B+$42.6M
- IntuitINTU5,077,870 shares · 8.9% of their software$1.3B+$524M
- AdobeADBE4,813,688 shares · 6.6% of their software$987M+$270M
- SalesforceCRM5,877,934 shares · 6.2% of their software$921M−$66.5M
- OracleORCL5,989,419 shares · 5.9% of their software$878M−$79.1M
- SynopsysSNPS1,329,045 shares · 4.0% of their software$593M+$134M
- OpenTextOTEX19,135,000 shares · 2.8% of their software$424M+$40.6M
- WorkdayWDAY3,245,541 shares · 2.7% of their software$397M+$31.1M
- MongoDBMDB1,057,918 shares · 2.4% of their software$355M+$242M
- AutodeskADSK1,826,120 shares · 2.4% of their software$355M−$35.0M
- ZoomZM3,510,016 shares · 2.0% of their software$303M+$76.1M