Generalist · New York, NY
Fred Alger Management, LLC
- Software
- $3.5B
- Weight of 13F
- 12.0%
- Names
- 35
- Vs prior quarter
- +$532M
Filed 14 August 2026.
507 positions in the whole 13F.
Software held
- MicrosoftMSFT5,164,479 shares · 55.4% of their software$1.9B+$80.8M
- AppLovinAPP1,294,110 shares · 19.2% of their software$667M+$200M
- TwilioTWLO830,937 shares · 4.9% of their software$171M+$147M
- SnowflakeSNOW623,944 shares · 4.6% of their software$159MNew
- CloudflareNET480,127 shares · 3.4% of their software$118M+$6.7M
- ShopifySHOP776,493 shares · 2.6% of their software$88.7M−$21.7M
- MongoDBMDB232,714 shares · 2.2% of their software$78.2M−$29.2M
- ServiceNowNOW709,275 shares · 2.0% of their software$70.4M+$69.4M
- VeevaVEEV354,616 shares · 1.8% of their software$62.9M+$23.9M
- DigitalOceanDOCN347,442 shares · 1.6% of their software$54.6MFlat
- nCinoNCNO753,939 shares · 0.4% of their software$12.3M−$2.4M
- GuidewireGWRE87,029 shares · 0.3% of their software$10.7M+$2.2M