Generalist · Toronto, A6
1832 Asset Management L.P.
- Software
- $6.5B
- Weight of 13F
- 3.0%
- Names
- 33
- Vs prior quarter
- −$105M
Filed 13 August 2026.
630 positions in the whole 13F.
Software held
- MicrosoftMSFT6,586,763 shares · 37.9% of their software$2.5B+$116M
- ShopifySHOP9,079,131 shares · 16.0% of their software$1.0B−$172M
- OpenTextOTEX25,041,994 shares · 8.5% of their software$555M−$51.1M
- DatadogDDOG1,146,600 shares · 4.6% of their software$299M+$118M
- DescartesDSGX3,826,186 shares · 4.1% of their software$265MFlat
- SnowflakeSNOW1,004,900 shares · 3.9% of their software$256M+$123M
- OracleORCL1,612,948 shares · 3.6% of their software$236M−$110M
- Palo Alto NetworksPANW567,729 shares · 3.0% of their software$194M+$190M
- CadenceCDNS450,564 shares · 2.6% of their software$169MFlat
- IntuitINTU527,667 shares · 2.1% of their software$138M−$95.9M
- TwilioTWLO555,500 shares · 1.8% of their software$115MNew
- JFrogFROG1,184,200 shares · 1.7% of their software$108M+$92.3M