Generalist · Toronto, Ontario, A6
Toronto Dominion Bank
- Software
- $3.8B
- Weight of 13F
- 4.0%
- Names
- 60
- Vs prior quarter
- +$417M
Filed 14 August 2026.
3,819 positions in the whole 13F.
Software held
- MicrosoftMSFT4,160,792 shares · 40.5% of their software$1.6BFlat
- ShopifySHOP4,432,439 shares · 13.2% of their software$506M+$142M
- OracleORCL2,858,784 shares · 10.9% of their software$419M+$138M
- PalantirPLTR1,985,912 shares · 6.0% of their software$232M−$138M
- Palo Alto NetworksPANW355,275 shares · 3.2% of their software$121M+$79.3M
- ServiceNowNOW943,516 shares · 2.4% of their software$93.7M+$59.2M
- SalesforceCRM581,941 shares · 2.4% of their software$91.2M+$23.3M
- DatadogDDOG2,244,444 shares · 2.2% of their software$85.9M+$65.4M
- SnowflakeSNOW6,006,831 shares · 1.7% of their software$66.7M+$58.7M
- CrowdStrikeCRWD87,350 shares · 1.7% of their software$66.7M+$34.4M
- OktaOKTA444,973 shares · 1.6% of their software$60.7M+$54.3M
- AppLovinAPP117,016 shares · 1.6% of their software$60.3M−$10.7M