Golden Door Asset

01 · Who owns it

The software investor book

391 software names, with every line from the 13F information table. 41 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 Q3 2018, not the latest extract.

Q3 2018 · ended 30 September 2018 · compared with 30 June 2018

Bought the most software

  1. Capital International Investors+$9.5B
  2. State Street+$3.8B
  3. Capital Research Global Investors+$1.8B
  4. Morgan Stanley+$1.2B
  5. BlackRock+$725M
  6. UBS Group+$721M

Sold the most software

  1. Capital World Investors−$11.1B
  2. Mitsubishi Ufj Trust & Banking−$2.0B
  3. Bank of America−$958M
  4. Ameriprise−$822M
  5. Gates Foundation Trust−$789M
  6. First Eagle Investment Management−$625M

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.

41 firms