Golden Door Asset

01 · Who owns it

The software investor book

391 software names, with every line from the 13F information table. 48 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 2023, not the latest extract.

Q3 2023 · ended 30 September 2023 · compared with 30 June 2023

Bought the most software

  1. Geode+$2.9B
  2. JPMorgan Chase+$2.8B
  3. UBS Asset Management+$2.6B
  4. BlackRock+$2.6B
  5. Envestnet Asset Management+$1.8B
  6. Northern Trust+$1.8B

Sold the most software

  1. Man Group−$3.4B
  2. Deutsche Bank−$3.3B
  3. State Street−$2.3B
  4. Swiss National Bank−$1.9B
  5. Legal & General−$1.3B
  6. Morgan Stanley−$1.2B

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.

48 firms