Generalist · London, United Kingdom
Rubicon Global Capital
Q1 2025 · compared with Q4 2024
Filed as Rubicon Global Capital LTD
- Software
- $153M
- Weight of 13F
- 52.3%
- Names
- 3
- Net bought
- +$135M
Filed 15 April 2025 · SEC filing.
10 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.