Golden Door Asset
Census

Generalist · New York, NY

Eagle Capital Management

Q3 2018 · compared with Q2 2018

Filed as Eagle Capital Management LLC

Software
$3.7B
Weight of 13F
12.8%
Names
2
Net bought
−$294M

Filed 14 November 2018 · SEC filing.

The filing marked some holdings confidential.

59 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