Golden Door Asset
Census

Generalist · Mountain View, CA

Alphabet

Q1 2021 · compared with Q4 2020

Filed as Alphabet INC.

Software
$415M
Weight of 13F
16.7%
Names
4
Net bought
−$413M

Filed 15 November 2022 · 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.

What moved the book

The five software lines with the largest share change this quarter.

Software held