Generalist · Greenbrae, CA
Darlington Partners Capital Management
Q1 2023 · compared with Q4 2022
Filed as Darlington Partners Capital Management, LP
- Software
- $137M
- Weight of 13F
- 10.3%
- Names
- 1
- Net bought
- +$91.3M
Filed 26 June 2023 · SEC filing.
18 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 20263 names$835M+$25.6M
- Q1 20263 names$794M+$271M
- Q4 20253 names$830M+$173M
- Q3 20252 names$689M+$71.8M
- Q2 20252 names$772M+$16.3M
- Q1 20252 names$665M+$234M
- Q4 20242 names$604M+$32.6M
- Q3 20242 names$471M+$149M
- Q2 20241 name$272M+$101M
- Q1 20241 name$218MFlat
- Q4 20231 name$191M−$4.7M
- Q3 20231 name$152M+$3.7M
- Q2 20231 name$154M+$8.4M
- Q1 20231 name$137M+$91.3M
- Q4 20220 names$0—
- Q3 20220 names$0—
- Q2 20220 names$0−$146M
- Q1 20221 name$137M+$167M
- Q4 20211 name$7.7M—
What moved the book
The five software lines with the largest share change this quarter.