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 Q2 2023, not the latest extract.

Q2 2023 · ended 30 June 2023 · compared with 31 March 2023

Bought the most software

  1. JPMorgan Chase+$8.0B
  2. Fidelity+$5.8B
  3. Barclays+$3.4B
  4. BlackRock+$3.3B
  5. Man Group+$3.0B
  6. State Street+$2.9B

Sold the most software

  1. Bank of America−$6.5B
  2. Harris Associates L P−$2.2B
  3. Fisher Asset Management−$2.2B
  4. Northern Trust−$1.7B
  5. Envestnet Asset Management−$1.6B
  6. Massachusetts Financial Services CO−$1.4B

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