Generalist · New York, NY
Goldman Sachs Group INC
- Software
- $57.4B
- Weight of 13F
- 5.0%
- Names
- 131
- Vs prior quarter
- +$8.9B
Filed 14 August 2026.
14,070 positions in the whole 13F.
Software held
- MicrosoftMSFT63,933,083 shares · 41.5% of their software$23.8B+$1.2B
- OracleORCL21,801,418 shares · 5.5% of their software$3.1B+$927M
- Palo Alto NetworksPANW7,933,568 shares · 4.7% of their software$2.7B+$1.7B
- PalantirPLTR22,705,848 shares · 4.6% of their software$2.6B+$83.7M
- CrowdStrikeCRWD2,214,538 shares · 2.9% of their software$1.7B+$991M
- AppLovinAPP3,192,790 shares · 2.9% of their software$1.6B+$570M
- CadenceCDNS4,243,582 shares · 2.8% of their software$1.6B+$474M
- FortinetFTNT8,101,402 shares · 2.2% of their software$1.2B+$511M
- SynopsysSNPS2,736,953 shares · 2.1% of their software$1.2B−$21.6M
- ShopifySHOP10,154,753 shares · 2.0% of their software$1.2B+$74.6M
- DatadogDDOG7,017,591 shares · 2.0% of their software$1.1B+$628M
- ServiceNowNOW10,957,837 shares · 1.9% of their software$1.1B+$281M
