Generalist · Houston, TX
Fayez Sarofim & CO
- Software
- $3.5B
- Weight of 13F
- 8.0%
- Names
- 12
- Vs prior quarter
- −$246M
Filed 17 August 2026.
536 positions in the whole 13F.
Software held
- MicrosoftMSFT8,269,855 shares · 88.1% of their software$3.1B+$235M
- ServiceNowNOW1,807,178 shares · 5.1% of their software$179M−$18.6M
- IntuitINTU652,351 shares · 4.9% of their software$170M−$287M
- SAPSAP128,397 shares · 0.6% of their software$19.8MFlat
- BroadridgeBR115,362 shares · 0.5% of their software$15.8M−$46.1M
- OracleORCL87,206 shares · 0.4% of their software$12.8M−$1.0M
- VeriskVRSK67,804 shares · 0.3% of their software$12.2M−$105M
- AdobeADBE16,298 shares · 0.1% of their software$3.3M−$3.4M
- CoStarCSGP91,531 shares · 0.1% of their software$2.6M−$12.5M
- Palo Alto NetworksPANW3,767 shares · 0.0% of their software$1.3MFlat
- CrowdStrikeCRWD1,000 shares · 0.0% of their software$763KFlat
- PalantirPLTR2,988 shares · 0.0% of their software$349KFlat