Generalist · New York, NY
Goldentree Asset Management
Q2 2023 · compared with Q1 2023
Filed as Goldentree Asset Management LP
- Software
- $63.5M
- Weight of 13F
- 5.8%
- Names
- 1
- Net bought
- −$52.1M
Filed 9 August 2023 · SEC filing.
32 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.
- Q2 20262 names$192M+$6.4M
- Q1 20263 names$200M+$235M
- Q4 20251 name$49.3M+$15.5M
- Q3 20251 name$39.8M+$45.9M
- Q2 20250 names$0−$42.7M
- Q1 20252 names$42.7M−$1.4M
- Q4 20241 name$35.1M−$71.0M
- Q3 20243 names$115M−$5.0M
- Q2 20245 names$108M+$45.7M
- Q1 20243 names$65.5M+$9.2M
- Q4 20232 names$57.5M−$17.7M
- Q3 20231 name$60.9M−$6.3M
- Q2 20231 name$63.5M−$52.1M
- Q1 20231 name$98.7M+$10.3M
- Q4 20221 name$66.7M+$23.4M
- Q3 20221 name$48.1MFlat
- Q2 20221 name$36.7M+$52.4M
- Q1 20221 name$11.6M−$15.8M
- Q4 20211 name$32.9M−$66.0M
- Q3 20211 name$90.0M−$16.1M
- Q2 20211 name$123M−$24.0M
- Q1 20211 name$105M−$3.0M
- Q4 20201 name$63.3M+$27.5M
- Q3 20200 names$0—
- Q2 20200 names$0—
- Q1 20200 names$0—
- Q4 20190 names$0—
- Q3 20190 names$0—
- Q2 20190 names$0—
- Q1 20190 names$0—
- Q4 20180 names$0—
- Q3 20180 names$0—
- Q2 20180 names$0—
- Q1 20180 names$0—
- Q4 20170 names$0—
- Q3 20170 names$0—
- Q2 20170 names$0—
- Q1 20170 names$0—
- Q4 20160 names$0—
- Q3 20160 names$0—
- Q2 20160 names$0—
What moved the book
The five software lines with the largest share change this quarter.