Generalist · New York, NY
Van Eck Associates Corp
- Software
- $7.3B
- Weight of 13F
- 4.0%
- Names
- 53
- Vs prior quarter
- +$7.3B
Filed 14 August 2026.
2,647 positions in the whole 13F.
Software held
- CadenceCDNS4,889,765 shares · 25.3% of their software$1.8B+$1.8B
- SynopsysSNPS3,457,249 shares · 21.2% of their software$1.5B+$1.5B
- MicrosoftMSFT1,590,600 shares · 8.2% of their software$593M+$593M
- PalantirPLTR5,007,820 shares · 8.0% of their software$584M+$583M
- Palo Alto NetworksPANW1,028,476 shares · 4.8% of their software$351M+$351M
- VeevaVEEV1,752,506 shares · 4.3% of their software$311M+$311M
- DatadogDDOG1,184,269 shares · 4.2% of their software$308M+$308M
- FortinetFTNT1,992,788 shares · 4.2% of their software$306M+$306M
- Tyler TechnologiesTYL929,654 shares · 3.7% of their software$272M+$271M
- Fair IsaacFICO223,798 shares · 3.7% of their software$267M+$267M
- BroadridgeBR1,875,684 shares · 3.5% of their software$257M+$257M
- GuidewireGWRE1,215,855 shares · 2.1% of their software$150MNew