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Sector · Q2 2026

Software & internet

Jun 30, 2026
Share of their stock money14.7% −1.5 pts
Positions opened2,107
Sold out2,161

The 50 most held

By concentrated funds holding
StockConcentrated fundsOpenedSold outAll filers
AMZNAmazon.Com Inc1,11959256,128
MSFTMicrosoft Corp1,05632456,215
GOOGLAlphabet Inc-Cl A97937315,782
GOOGAlphabet Inc-Cl C79038285,233
METAMeta Platforms Inc-Class A78038585,058
ORCLOracle Corp35635393,516
UBERUber Technologies Inc32430352,426
PANWPalo Alto Networks Inc27251242,904
NOWServicenow Inc25150492,232
CRMSalesforce Inc25027672,476
ADPAutomatic Data Processing23818162,282
PLTRPalantir Technologies Inc-A23725402,843
CRWDCrowdstrike Holdings Inc - A21349192,454
ADBEAdobe Inc19323421,988
BKNGBooking Holdings Inc19120291,921
MELIMercadolibre Inc18716211,448
INTUIntuit Inc17215731,746
BABAAlibaba Group Holding-Sp ADR16019411,219
SHOPShopify Inc - Class A15620311,708
SNOWSnowflake Inc14148231,457
SNPSSynopsys Inc13519291,446
APPApplovin Corp-Class A13021201,462
DASHDoordash Inc - A10426151,044
CDNSCadence Design Sys Inc1021461,503
VEEVVeeva Systems Inc-Class A10123171,061
DDOGDatadog Inc - Class A9938151,276
NBISNebius Group NV9749141,061
RDDTReddit Inc-Cl A903820893
SESea Ltd-Adr871715775
NETCloudflare Inc - Class A8519221,222
ABNBAirbnb Inc-Class A8410181,303
CPNGCoupang Inc841412589
FTNTFortinet Inc791981,574
MDBMongodb Inc732016870
ADSKAutodesk Inc7212191,193
TOSTToast Inc-Class A711312767
TTWOTake-Two Interactive Softwre6816121,115
CRWVCoreweave Inc-Cl A682511967
HUTHut 8 Corp65288426
PDDPdd Holdings Inc61727509
TWLOTwilio Inc - A60249964
VRSKVerisk Analytics Inc58910958
WULFTerawulf Inc582110501
XYZBlock Inc5713131,079
VRSNVerisign Inc55139880
OKTAOkta Inc551911821
SAPSap Se-Sponsored ADR5568814
BIDUBaidu Inc - Spon ADR551413493
WDAYWorkday Inc-Class A54925912
UUnity Software Inc52129563