Golden Door Asset
Census

Generalist · New York, NY

Morgan Stanley

Q1 2024 · compared with Q4 2023

Software
$132B
Weight of 13F
10.6%
Names
266
Net bought
−$3.2B

Filed 15 May 2024 · SEC filing.

7,557 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