Generalist · San Mateo, CA
Franklin Resources INC
- Software
- $31.2B
- Weight of 13F
- 7.0%
- Names
- 114
- Vs prior quarter
- +$4.8B
Filed 13 August 2026.
14,877 positions in the whole 13F.
Software held
- MicrosoftMSFT47,757,602 shares · 57.1% of their software$17.8B+$3.6B
- OracleORCL21,729,931 shares · 6.6% of their software$2.0B+$189M
- SnowflakeSNOW61,443,269 shares · 4.2% of their software$1.3B+$805M
- CadenceCDNS2,820,743 shares · 3.4% of their software$1.1B+$311M
- CloudflareNET76,197,976 shares · 3.2% of their software$1.0B+$242M
- Palo Alto NetworksPANW2,651,188 shares · 2.9% of their software$904M+$462M
- ShopifySHOP6,892,527 shares · 2.5% of their software$787M−$194M
- SynopsysSNPS1,472,172 shares · 2.1% of their software$657M+$50.4M
- CrowdStrikeCRWD852,325 shares · 2.1% of their software$650MFlat
- AppLovinAPP1,140,306 shares · 1.9% of their software$588M+$95.8M
- DatadogDDOG51,310,966 shares · 1.9% of their software$587MFlat
- SalesforceCRM2,715,342 shares · 1.4% of their software$425M−$87.9M