Golden Door Asset

01 · Who owns it

The software investor book

391 software names, with every line from the 13F information table. 44 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 2021, not the latest extract.

Q1 2021 · ended 31 March 2021 · compared with 31 December 2020

Bought the most software

  1. Iconiq Capital+$6.8B
  2. Altimeter Capital Management+$6.2B
  3. BlackRock+$5.7B
  4. Sc US (ttgp)+$4.9B
  5. Bank of America+$4.0B
  6. Morgan Stanley+$4.0B

Sold the most software

  1. Fidelity−$6.6B
  2. Coatue Management−$2.1B
  3. Capital World Investors−$1.8B
  4. State Street−$1.6B
  5. Gqg Partners−$1.5B
  6. Whale Rock Capital Management−$1.3B

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.

44 firms