Golden Door Asset

01 · Who owns it

The software investor book

391 software names, with every line from the 13F information table. 49 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 2020, not the latest extract.

Q3 2020 · ended 30 September 2020 · compared with 30 June 2020

Bought the most software

  1. Sc US (ttgp)+$7.3B
  2. Silver Lake Group+$3.8B
  3. UBS Asset Management+$3.4B
  4. Morgan Stanley+$2.7B
  5. BlackRock+$2.1B
  6. D1 Capital Partners+$1.9B

Sold the most software

  1. Nordea Investment Management Ab−$5.9B
  2. Fidelity−$3.7B
  3. Capital World Investors−$2.9B
  4. Renaissance Technologies−$2.0B
  5. Whale Rock Capital Management−$1.1B
  6. Artisan Partners Limited Partnership−$1.1B

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.

49 firms