Generalist · New York, NY
Ubs Am, a distinct business unit of Ubs Asset Management Americas LLC
- Software
- $49.3B
- Weight of 13F
- 9.0%
- Names
- 126
- Vs prior quarter
- +$3.4B
Filed 13 August 2026.
19,065 positions in the whole 13F.
Software held
- MicrosoftMSFT64,375,360 shares · 48.7% of their software$24.0BFlat
- Palo Alto NetworksPANW8,778,963 shares · 6.1% of their software$3.0B+$1.7B
- OracleORCL14,680,278 shares · 4.4% of their software$2.2BFlat
- ServiceNowNOW16,638,071 shares · 3.4% of their software$1.7B+$159M
- PalantirPLTR13,026,638 shares · 3.1% of their software$1.5B−$574M
- SynopsysSNPS3,087,349 shares · 2.8% of their software$1.4B+$507M
- CadenceCDNS3,385,655 shares · 2.6% of their software$1.3B+$344M
- CrowdStrikeCRWD1,646,288 shares · 2.5% of their software$1.3B+$492M
- SalesforceCRM7,953,999 shares · 2.5% of their software$1.2B−$410M
- AdobeADBE5,045,547 shares · 2.1% of their software$1.0BFlat
- FortinetFTNT6,312,496 shares · 2.0% of their software$970M+$352M
- AppLovinAPP1,735,471 shares · 1.8% of their software$894M+$252M