Generalist · Pasadena, CA
Primecap Management Co/ca/
- Software
- $7.7B
- Weight of 13F
- 5.0%
- Names
- 27
- Vs prior quarter
- +$245M
Filed 14 August 2026.
324 positions in the whole 13F.
Software held
- MicrosoftMSFT7,140,870 shares · 34.8% of their software$2.7B−$25.4M
- AdobeADBE5,227,139 shares · 14.0% of their software$1.1B−$78.3M
- OracleORCL5,386,230 shares · 10.3% of their software$789M−$45.4M
- Fair IsaacFICO362,835 shares · 5.7% of their software$434M+$125M
- SynopsysSNPS895,350 shares · 5.2% of their software$399M+$73.3M
- Palo Alto NetworksPANW1,019,890 shares · 4.5% of their software$348M+$182M
- IntuitINTU1,110,067 shares · 3.8% of their software$290M−$173M
- MongoDBMDB846,004 shares · 3.7% of their software$284MFlat
- GitLabGTLB7,683,350 shares · 3.1% of their software$235M+$76.6M
- OktaOKTA1,516,091 shares · 2.7% of their software$207M+$72.2M
- TrimbleTRMB3,915,691 shares · 2.6% of their software$200MFlat
- NutanixNTNX2,917,643 shares · 1.9% of their software$149M+$41.2M