Generalist · Charlotte, NC
Bank Of America Corp /de/
- Software
- $59.7B
- Weight of 13F
- 4.0%
- Names
- 130
- Vs prior quarter
- +$7.2B
Filed 14 August 2026.
18,318 positions in the whole 13F.
Software held
- MicrosoftMSFT73,289,286 shares · 45.8% of their software$27.3B+$1.1B
- Palo Alto NetworksPANW22,681,876 shares · 12.9% of their software$7.7BFlat
- OracleORCL24,265,798 shares · 5.9% of their software$3.5B+$1.3B
- PalantirPLTR19,020,265 shares · 3.7% of their software$2.2BFlat
- SalesforceCRM12,218,090 shares · 3.2% of their software$1.9B−$275M
- CrowdStrikeCRWD2,442,263 shares · 3.1% of their software$1.9B+$936M
- AppLovinAPP2,895,451 shares · 2.5% of their software$1.5B+$236M
- ShopifySHOP11,443,080 shares · 2.2% of their software$1.3B−$20.1M
- SnowflakeSNOW10,621,675 shares · 1.3% of their software$805M+$266M
- FortinetFTNT4,275,821 shares · 1.1% of their software$657M+$277M
- ServiceNowNOW6,319,051 shares · 1.1% of their software$627M−$113M
- IntuitINTU2,259,926 shares · 1.0% of their software$590M−$175M