Generalist · Copenhagen V, Denmark
Danske Bank A/S
Q3 2025 · compared with Q2 2025
- Software
- $197M
- Weight of 13F
- 10.1%
- Names
- 47
- Net bought
- −$5.9B
Filed 13 November 2025 · SEC filing.
Call exposure on these names is $390K across 1 line. Calls are not in the stock total.
532 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 202689 names$4.5B+$238M
- Q1 202688 names$4.1B+$20.8M
- Q4 2025118 names$5.3B+$6.2B
- Q3 202547 names · $390K in calls, not in the total$197M−$5.9B
- Q2 2025121 names · $2.3M in calls, not in the total$6.0B+$511M
- Q1 2025116 names · $163K in calls, not in the total$4.3B+$289M
- Q4 2024115 names · $332K in calls, not in the total$4.5B+$280M
- Q3 2024118 names · $115K in calls, not in the total$4.1B+$379M
- Q2 202499 names · $749K in calls, not in the total$3.7B−$1.2B
- Q1 2024127 names · $1.3M in calls, not in the total$4.8B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT162,094 shares · 42.5% of their software · price +$3.3M$84.0M−$2.8B
- PalantirPLTR321,358 shares · 29.7% of their software · price +$14.8M$58.6M−$165M
- OracleORCL23,281 shares · 3.3% of their software · price +$1.5M$6.5M−$243M
- AutodeskADSK15,102 shares · 2.4% of their software$4.8M−$109M
- SalesforceCRM19,444 shares · 2.3% of their software · price −$694K$4.6M−$271M
- Uber Technologies, Inc.UBER45,498 shares · 2.3% of their software$4.5M−$148M
- IntuitINTU6,325 shares · 2.2% of their software · price −$662K$4.3M−$192M
- VeevaVEEV11,254 shares · 1.7% of their software$3.4M−$63.6M
- AppLovinAPP4,490 shares · 1.6% of their software · price +$1.7M$3.2M−$72.8M
- Palo Alto NetworksPANW11,499 shares · 1.2% of their software$2.3M−$184M
- Gen DigitalGEN77,288 shares · 1.1% of their software$2.2M−$29.7M
- NetApp, Inc.NTAP16,499 shares · 1.0% of their software$2.0M−$33.6M
- ServiceNowNOW1,915 shares · 0.9% of their software$1.8M−$159M
- AdobeADBE4,876 shares · 0.9% of their software$1.7M−$157M
- DocuSignDOCU23,003 shares · 0.8% of their software$1.7M−$10.5M
- SS&CSSNC17,681 shares · 0.8% of their software$1.6M−$35.8M
- CadenceCDNS3,581 shares · 0.6% of their software$1.3M−$37.5M
- WorkdayWDAY4,497 shares · 0.5% of their software$1.1M−$88.7M
- F5, Inc.FFIV2,850 shares · 0.5% of their software$921K−$35.7M
- UiPathPATH65,998 shares · 0.4% of their software$883K−$757K
- DigitalOceanDOCN25,778 shares · 0.4% of their software$881K+$732K
- ShopifySHOP5,063 shares · 0.4% of their software$743KFlat
- AppFolioAPPF2,562 shares · 0.4% of their software$706K+$560K
- Manhattan AssociatesMANH3,361 shares · 0.3% of their software$689KNew · +$664K
- CloudflareNET3,110 shares · 0.3% of their software$667K−$27.4M
- GuidewireGWRE2,846 shares · 0.3% of their software$654KFlat
- Corpay, Inc.CPAY1,781 shares · 0.3% of their software$513K−$15.3M
- PegasystemsPEGA6,474 shares · 0.2% of their software$372K−$1.2M
- Calix, Inc.CALX5,655 shares · 0.2% of their software$347K−$8.0M
- Automatic Data Processing, Inc.ADP941 shares · 0.1% of their software$276K−$70.9M
- GoDaddyGDDY1,517 shares · 0.1% of their software$208K−$16.2M
- FreshworksFRSH4,498 shares · 0.0% of their software$53K−$1.3M
- DescartesDSGX362 shares · 0.0% of their software$34KNew · Flat
- Strategy IncMSTR94 shares · 0.0% of their software$30K−$44.6M
- QualysQLYS60 shares · 0.0% of their software$8K−$1.5M
- TenableTENB242 shares · 0.0% of their software$7K−$1.3M
- BoxBOX217 shares · 0.0% of their software$7K−$1.3M
- DuolingoDUOL21 shares · 0.0% of their software$7K−$1.8M
- Five9FIVN270 shares · 0.0% of their software$7K−$1.2M
- RingCentralRNG200 shares · 0.0% of their software$6K−$950K
- MorningstarMORN19 shares · 0.0% of their software$4K−$1.5M
- DoximityDOCS54 shares · 0.0% of their software$4KFlat
- ProgressPRGS67 shares · 0.0% of their software$3K−$1.3M
- LiveRamp Holdings, Inc.RAMP102 shares · 0.0% of their software$3K−$1.3M
- Fiserv, Inc.FISV3 shares · 0.0% of their software$387−$57.1M
- Next Technology Holding Inc.NXTT1 shares · 0.0% of their software$25New · Flat
- Inuvo, Inc.INUV2 shares · 0.0% of their software$7Flat
