Generalist · Oaks, PA
Sei Investments CO
- Software
- $5.6B
- Weight of 13F
- 5.0%
- Names
- 125
- Vs prior quarter
- −$726M
Filed 14 August 2026.
6,177 positions in the whole 13F.
Software held
- MicrosoftMSFT5,912,948 shares · 39.5% of their software$2.2B−$386M
- AppLovinAPP505,869 shares · 4.7% of their software$261M+$72.9M
- ShopifySHOP2,168,217 shares · 4.4% of their software$248M−$73.3M
- OracleORCL1,212,473 shares · 3.2% of their software$177M+$10.8M
- PalantirPLTR1,510,043 shares · 3.2% of their software$176M−$134M
- SynopsysSNPS366,293 shares · 2.9% of their software$163M−$4.3M
- AdobeADBE672,595 shares · 2.5% of their software$138M−$28.6M
- AkamaiAKAM1,394,138 shares · 2.3% of their software$130M+$31.1M
- AutodeskADSK493,770 shares · 1.7% of their software$96.0M+$1.3M
- Palo Alto NetworksPANW275,796 shares · 1.7% of their software$94.0M+$45.1M
- SnowflakeSNOW858,754 shares · 1.6% of their software$87.6M−$113M
- CrowdStrikeCRWD111,009 shares · 1.5% of their software$84.7M+$37.5M