Golden Door Asset
Census

Generalist · New York, NY

Morgan Stanley

Q4 2023 · compared with Q3 2023

Software
$124B
Weight of 13F
11.0%
Names
252
Net bought
+$515M

Filed 13 February 2024 · SEC filing.

7,552 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