Generalist · Cincinnati, OH
Fifth Third Bancorp
- Software
- $3.1B
- Weight of 13F
- 5.0%
- Names
- 121
- Vs prior quarter
- +$216M
Filed 5 August 2026.
4,336 positions in the whole 13F.
Software held
- MicrosoftMSFT4,471,738 shares · 53.6% of their software$1.7B−$26.0M
- Palo Alto NetworksPANW1,463,013 shares · 16.0% of their software$499M+$252M
- OracleORCL1,340,584 shares · 6.3% of their software$196M−$18.0M
- CrowdStrikeCRWD150,694 shares · 3.7% of their software$115M+$57.3M
- SynopsysSNPS165,376 shares · 2.4% of their software$73.8M+$4.1M
- ServiceNowNOW675,726 shares · 2.2% of their software$67.1M−$6.7M
- PalantirPLTR463,233 shares · 1.7% of their software$54.0M−$15.8M
- SalesforceCRM301,881 shares · 1.5% of their software$47.3M−$19.6M
- CadenceCDNS99,037 shares · 1.2% of their software$37.2M+$3.6M
- AppLovinAPP46,352 shares · 0.8% of their software$23.9MFlat
- AdobeADBE104,930 shares · 0.7% of their software$21.5M−$8.7M
- FortinetFTNT122,839 shares · 0.6% of their software$18.9M+$8.4M