Generalist · United Kingdom, X0
Royal London Asset Management LTD
- Software
- $3.8B
- Weight of 13F
- 7.0%
- Names
- 45
- Vs prior quarter
- +$92.7M
Filed 13 August 2026.
678 positions in the whole 13F.
Software held
- MicrosoftMSFT5,802,929 shares · 56.4% of their software$2.2B+$59.9M
- OracleORCL1,097,932 shares · 4.2% of their software$161MFlat
- Palo Alto NetworksPANW388,809 shares · 3.5% of their software$133M+$71.3M
- SynopsysSNPS294,428 shares · 3.4% of their software$131M+$12.8M
- FortinetFTNT841,090 shares · 3.4% of their software$129M+$37.5M
- PalantirPLTR1,070,132 shares · 3.3% of their software$125MFlat
- AppLovinAPP241,152 shares · 3.2% of their software$124M+$30.7M
- IntuitINTU380,963 shares · 2.6% of their software$99.4M−$71.1M
- CloudflareNET386,929 shares · 2.5% of their software$94.9M+$52.9M
- ServiceNowNOW894,905 shares · 2.3% of their software$88.8M−$5.7M
- CadenceCDNS162,989 shares · 1.6% of their software$61.2MFlat
- ShopifySHOP508,697 shares · 1.5% of their software$58.1M−$3.5M