Generalist · San Francisco, CA
Wells Fargo & Company/mn
- Software
- $22.7B
- Weight of 13F
- 4.0%
- Names
- 131
- Vs prior quarter
- +$1.6B
Filed 14 August 2026.
18,984 positions in the whole 13F.
Software held
- MicrosoftMSFT33,423,086 shares · 54.9% of their software$12.5BFlat
- Palo Alto NetworksPANW5,968,975 shares · 9.0% of their software$2.0B+$1.1B
- OracleORCL8,281,404 shares · 5.1% of their software$1.2B+$93.7M
- CrowdStrikeCRWD1,414,146 shares · 4.8% of their software$1.1B+$552M
- PalantirPLTR4,923,902 shares · 2.5% of their software$574M−$110M
- AppLovinAPP1,025,233 shares · 2.3% of their software$528M+$159M
- ServiceNowNOW5,007,309 shares · 2.2% of their software$497M+$24.1M
- SalesforceCRM3,107,764 shares · 2.1% of their software$487M−$233M
- ShopifySHOP2,866,960 shares · 1.4% of their software$327M−$37.2M
- DatadogDDOG3,821,829 shares · 1.4% of their software$318M+$158M
- CadenceCDNS679,647 shares · 1.1% of their software$255MFlat
- SnowflakeSNOW3,442,562 shares · 1.0% of their software$238M+$41.2M