Golden Door Asset
Census

Generalist · Paris, France

Bnp Paribas Financial Markets

Q1 2025 · compared with Q4 2024

Software
$12.0B
Weight of 13F
9.3%
Names
259
Net bought
−$207M

Filed 14 May 2025 · SEC filing.

Call exposure on these names is $949M across 496 lines. Calls are not in the stock total.

4,352 positions in the whole 13F.

Quarters on file

Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.

What moved the book

The five software lines with the largest share change this quarter.

Software held