Book
Universe
Index
Census
Generalist
· Bridgewater, NJ
Harding Loevner LP
Software
$465M
Weight of 13F
4.0%
Names
4
Vs prior quarter
−$177M
Filed 14 August 2026.
82 positions in the whole 13F.
Software held
NICE
NICE
2,523,392 shares · 50.3% of their software
$234M
Flat
Microsoft
MSFT
368,533 shares · 29.6% of their software
$138M
−$62.6M
Adobe
ADBE
243,380 shares · 10.7% of their software
$49.9M
−$26.6M
SAP
SAP
281,110 shares · 9.4% of their software
$43.6M
−$17.9M