Generalist · Chicago, IL
Blair William & Co/il
- Software
- $3.2B
- Weight of 13F
- 8.0%
- Names
- 71
- Vs prior quarter
- +$121M
Filed 11 August 2026.
2,054 positions in the whole 13F.
Software held
- MicrosoftMSFT3,442,574 shares · 40.1% of their software$1.3B−$10.7M
- Palo Alto NetworksPANW1,226,519 shares · 13.0% of their software$418M+$209M
- ServiceNowNOW2,240,030 shares · 6.9% of their software$222M+$34.1M
- CrowdStrikeCRWD272,235 shares · 6.5% of their software$208M+$109M
- VeevaVEEV750,843 shares · 4.2% of their software$133M−$54.3M
- GuidewireGWRE726,387 shares · 2.8% of their software$89.4M−$56.5M
- TwilioTWLO376,430 shares · 2.4% of their software$77.7M+$48.9M
- MongoDBMDB208,408 shares · 2.2% of their software$70.0M+$3.7M
- DigitalOceanDOCN413,148 shares · 2.0% of their software$64.9M+$28.3M
- AppLovinAPP120,816 shares · 1.9% of their software$62.2M+$6.5M
- ShopifySHOP521,868 shares · 1.9% of their software$59.6M−$14.8M
- OracleORCL305,552 shares · 1.4% of their software$44.8M−$6.9M