Golden Door Asset
Census

Generalist · New York, NY

Eagle Capital Management

Q1 2023 · compared with Q4 2022

Filed as Eagle Capital Management LLC

Software
$1.9B
Weight of 13F
8.7%
Names
2
Net bought
−$371M

Filed 15 May 2023 · SEC filing.

44 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