Golden Door Asset
Census

Generalist · Paris, France

Bnp Paribas Financial Markets

Q4 2025 · compared with Q3 2025

Software
$16.3B
Weight of 13F
10.5%
Names
275
Net bought
+$7.8B

Filed 10 February 2026 · SEC filing.

Call exposure on these names is $1.3B across 788 lines. Calls are not in the stock total.

4,636 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