Golden Door Asset
Census

Passive · Boston, MA

Geode

Q2 2023 · compared with Q1 2023

Filed as Geode Capital Management, LLC

Software
$98.1B
Weight of 13F
11.5%
Names
239
Net bought
+$2.7B

Filed 11 August 2023 · SEC filing.

4,749 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