Generalist · Sacramento, CA
California Public Employees Retirement System
- Software
- $10.6B
- Weight of 13F
- 6.0%
- Names
- 67
- Vs prior quarter
- −$1.9B
Filed 14 August 2026.
1,061 positions in the whole 13F.
Software held
- MicrosoftMSFT15,795,039 shares · 55.5% of their software$5.9B−$2.2B
- PalantirPLTR4,665,120 shares · 5.1% of their software$544M−$19.8M
- Palo Alto NetworksPANW1,356,049 shares · 4.4% of their software$462M+$231M
- OracleORCL2,492,221 shares · 3.4% of their software$365M−$43.2M
- CrowdStrikeCRWD418,817 shares · 3.0% of their software$320M+$200M
- AppLovinAPP504,052 shares · 2.4% of their software$260M+$65.3M
- SalesforceCRM1,629,926 shares · 2.4% of their software$255M−$145M
- AdobeADBE899,456 shares · 1.7% of their software$184M−$82.4M
- CadenceCDNS488,665 shares · 1.7% of their software$183M+$51.8M
- FortinetFTNT1,187,902 shares · 1.7% of their software$182M+$80.1M
- ServiceNowNOW1,815,880 shares · 1.7% of their software$180M−$34.3M
- IntuitINTU666,853 shares · 1.6% of their software$174M−$125M