Generalist · Albany, NY
New York State Common Retirement Fund
- Software
- $5.9B
- Weight of 13F
- 7.0%
- Names
- 124
- Vs prior quarter
- +$57.4M
Filed 29 July 2026.
3,173 positions in the whole 13F.
Software held
- MicrosoftMSFT8,484,853 shares · 53.6% of their software$3.2B−$119M
- Palo Alto NetworksPANW921,892 shares · 5.3% of their software$314MFlat
- PalantirPLTR2,369,441 shares · 4.7% of their software$276M−$63.0M
- OracleORCL1,825,065 shares · 4.5% of their software$267M−$10.9M
- CrowdStrikeCRWD255,224 shares · 3.3% of their software$195M+$91.5M
- SalesforceCRM929,562 shares · 2.5% of their software$146M−$64.6M
- AppLovinAPP244,103 shares · 2.1% of their software$126M+$24.9M
- ServiceNowNOW1,163,085 shares · 2.0% of their software$115MFlat
- CadenceCDNS295,830 shares · 1.9% of their software$111M+$25.7M
- SynopsysSNPS247,210 shares · 1.9% of their software$110M+$6.5M
- FortinetFTNT651,757 shares · 1.7% of their software$100M+$42.3M
- AdobeADBE463,372 shares · 1.6% of their software$95.0M−$24.8M