Golden Door Asset

01 · Who owns it

The software investor book

391 software names, with every line from the 13F information table. 39 active filers in the default cut, plus 46 private firms that do not show a material 13F. Net bought is the change in shares at the prior quarter’s close. This page is Q1 2018, not the latest extract.

Q1 2018 · ended 31 March 2018 · compared with 31 December 2017

Bought the most software

  1. Fidelity+$5.2B
  2. BlackRock+$2.1B
  3. Massachusetts Financial Services CO+$2.0B
  4. Capital Research Global Investors+$1.5B
  5. Geode+$1.2B
  6. Ameriprise+$1.1B

Sold the most software

  1. Capital World Investors−$2.0B
  2. State Street−$1.5B
  3. Wellington Management Group−$1.4B
  4. Bank of New York Mellon−$1.3B
  5. First Eagle Investment Management−$896M
  6. Brown Advisory−$786M

Largest line changes

Specialists and crossovers only. Each figure is one name’s share change at the prior close. The lists above stay the whole sleeve, including the index filers.

39 firms