Golden Door Asset
Census

Generalist · New York, NY

Goldentree Asset Management

Q1 2026 · compared with Q4 2025

Filed as Goldentree Asset Management LP

Software
$200M
Weight of 13F
11.9%
Names
3
Net bought
+$235M

27 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