Generalist · Boston, MA
Massachusetts Financial Services CO /ma/
- Software
- $17.4B
- Weight of 13F
- 6.0%
- Names
- 54
- Vs prior quarter
- −$2.1B
Filed 3 August 2026.
4,175 positions in the whole 13F.
Software held
- MicrosoftMSFT20,441,967 shares · 50.4% of their software$8.8B−$1.9B
- Check PointCHKP8,569,897 shares · 6.7% of their software$1.2B−$7.4M
- CadenceCDNS2,921,983 shares · 6.4% of their software$1.1B+$269M
- ShopifySHOP5,950,335 shares · 4.3% of their software$755M−$33.9M
- SnowflakeSNOW2,717,171 shares · 4.0% of their software$698M+$441M
- SalesforceCRM3,542,429 shares · 3.2% of their software$559M−$374M
- MongoDBMDB1,263,690 shares · 2.5% of their software$427M+$207M
- OktaOKTA3,060,676 shares · 2.4% of their software$421M+$125M
- VeriskVRSK2,214,155 shares · 2.4% of their software$419M−$84.6M
- CloudflareNET1,578,485 shares · 2.2% of their software$387M+$84.4M
- DatadogDDOG1,465,168 shares · 2.2% of their software$383M+$233M
- AutodeskADSK1,655,978 shares · 1.9% of their software$331M−$505M