Golden Door Asset
Census

Generalist · New York, NY

Morgan Stanley

Q4 2021 · compared with Q3 2021

Software
$102B
Weight of 13F
12.7%
Names
230
Net bought
+$2.5B

Filed 14 February 2022 · SEC filing.

7,658 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