Generalist · Toronto, A6
Bank Of Montreal /can/
- Software
- $14.8B
- Weight of 13F
- 5.0%
- Names
- 100
- Vs prior quarter
- +$1.3B
Filed 12 August 2026.
14,271 positions in the whole 13F.
Software held
- MicrosoftMSFT14,621,788 shares · 36.7% of their software$5.5B−$105M
- ShopifySHOP13,770,055 shares · 10.6% of their software$1.6B+$24.7M
- CrowdStrikeCRWD1,447,499 shares · 7.4% of their software$1.1B+$502M
- PalantirPLTR9,454,670 shares · 7.4% of their software$1.1B−$43.7M
- Palo Alto NetworksPANW2,971,233 shares · 6.8% of their software$1.0BFlat
- SnowflakeSNOW82,846,901 shares · 5.0% of their software$739M+$310M
- OracleORCL4,069,905 shares · 4.0% of their software$595M−$46.3M
- ServiceNowNOW4,787,110 shares · 3.2% of their software$475M−$41.8M
- SS&CSSNC4,762,252 shares · 2.0% of their software$295M−$42.7M
- FortinetFTNT1,502,272 shares · 1.6% of their software$231M+$105M
- AppLovinAPP387,835 shares · 1.3% of their software$200M+$63.1M
- AkamaiAKAM64,083,695 shares · 1.3% of their software$192M+$15.4M