Golden Door Asset
Census

Generalist · Paris, France

Bnp Paribas Financial Markets

Q1 2026 · compared with Q4 2025

Software
$14.0B
Weight of 13F
9.4%
Names
279
Net bought
+$2.2B

Call exposure on these names is $1.3B across 641 lines. Calls are not in the stock total.

4,745 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