Generalist · Stockholm, V7
Swedbank Ab
- Software
- $13.0B
- Weight of 13F
- 11.0%
- Names
- 49
- Vs prior quarter
- +$1.2B
Filed 15 July 2026.
1,123 positions in the whole 13F.
Software held
- MicrosoftMSFT14,862,365 shares · 42.5% of their software$5.5B−$60.4M
- Palo Alto NetworksPANW2,426,137 shares · 6.3% of their software$827M+$388M
- CadenceCDNS2,165,074 shares · 6.2% of their software$813M+$302M
- ServiceNowNOW6,061,895 shares · 4.6% of their software$602M+$283M
- FortinetFTNT3,496,346 shares · 4.1% of their software$537M+$233M
- OracleORCL3,476,321 shares · 3.9% of their software$509M+$21.1M
- PalantirPLTR4,076,893 shares · 3.6% of their software$476M−$77.4M
- SnowflakeSNOW1,857,456 shares · 3.6% of their software$473M+$224M
- OktaOKTA2,571,276 shares · 2.7% of their software$351M+$176M
- SS&CSSNC4,862,933 shares · 2.3% of their software$302M+$10.7M
- Bentley SystemsBSY9,000,000 shares · 2.1% of their software$269MFlat
- CloudflareNET881,457 shares · 1.7% of their software$216M+$24.8M