Generalist · Minneapolis, MN
US Bancorp de
- Software
- $3.5B
- Weight of 13F
- 4.0%
- Names
- 122
- Vs prior quarter
- +$264M
Filed 12 August 2026.
8,256 positions in the whole 13F.
Software held
- MicrosoftMSFT5,520,756 shares · 59.2% of their software$2.1B+$41.1M
- Palo Alto NetworksPANW1,374,306 shares · 13.5% of their software$469MFlat
- OracleORCL1,549,498 shares · 6.5% of their software$227MFlat
- ServiceNowNOW977,831 shares · 2.8% of their software$97.1M−$8.9M
- OktaOKTA704,730 shares · 2.8% of their software$96.2M+$38.3M
- CrowdStrikeCRWD93,498 shares · 2.0% of their software$71.4M+$35.6M
- PalantirPLTR502,995 shares · 1.7% of their software$58.7MFlat
- SynopsysSNPS124,918 shares · 1.6% of their software$55.7M+$5.5M
- SalesforceCRM332,448 shares · 1.5% of their software$52.1M−$16.1M
- IntuitINTU179,244 shares · 1.3% of their software$46.8M−$53.1M
- FortinetFTNT207,719 shares · 0.9% of their software$31.9M+$15.1M
- AppLovinAPP40,712 shares · 0.6% of their software$21.0M+$9.2M