Golden Door Asset

01 · Who owns it

The software investor book

391 software names, with every line from the 13F information table. 45 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 Q2 2019, not the latest extract.

Q2 2019 · ended 30 June 2019 · compared with 31 March 2019

Bought the most software

  1. Invesco+$5.8B
  2. BlackRock+$4.7B
  3. Goldman Sachs+$4.5B
  4. Alphabet+$3.3B
  5. Coatue Management+$1.3B
  6. Fidelity+$1.1B

Sold the most software

  1. Primecap Management Co−$1.1B
  2. Gates Foundation Trust−$944M
  3. Wellington Management Group−$813M
  4. Whale Rock Capital Management−$554M
  5. Ameriprise−$534M
  6. Allianz Asset Management GmbH−$466M

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.

45 firms