Golden Door Asset

01 · Who owns it

The software investor book

391 software names, with every line from the 13F information table. 46 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 Q4 2019, not the latest extract.

Q4 2019 · ended 31 December 2019 · compared with 30 September 2019

Bought the most software

  1. Morgan Stanley+$4.8B
  2. BlackRock+$2.9B
  3. State Street+$2.6B
  4. Capital World Investors+$1.9B
  5. Geode+$1.6B
  6. Franklin Resources+$1.4B

Sold the most software

  1. Invesco−$14.4B
  2. Alphabet−$2.1B
  3. JPMorgan Chase−$2.0B
  4. Iconiq Capital−$1.4B
  5. Fidelity−$1.0B
  6. Capital Research Global Investors−$974M

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.

46 firms