Holdings
Select Software and IT Services Portfolio
As of May 31, 2026, Select Software and IT Services Portfolio reported 53 positions worth US$7.46B. Largest: Microsoft Corp., Palo Alto Networks, Inc. and Datadog, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 4.09M | US$1.84B | −199K | May 31, 2026 |
| Palo Alto Networks, Inc. | 1.42M | US$399M | +49,600 | May 31, 2026 |
| Datadog, Inc. | 1.45M | US$359M | −580K | May 31, 2026 |
| Palantir Technologies Inc. | 1.96M | US$308M | +20,600 | May 31, 2026 |
| Salesforce, Inc. | 1.57M | US$300M | −136K | May 31, 2026 |
| Oracle Corporation | 1.28M | US$289M | −556K | May 31, 2026 |
| Twilio Inc. | 1.41M | US$269M | −272K | May 31, 2026 |
| Snowflake Inc. | 998K | US$255M | −212K | May 31, 2026 |
| Synopsys, Inc. | 514K | US$245M | +18,000 | May 31, 2026 |
| Applovin Corporation | 357K | US$219M | +23,500 | May 31, 2026 |