Capital World Investors Generalist $31.0B 7.5% 31 −$11.1B Primecap Management Co Generalist $16.6B 11.2% 13 −$430M Capital International Investors Generalist $16.4B 7.5% 17 +$9.5B Jennison Associates Growth public manager.
Generalist $12.1B 11.2% 27 +$146M Clearbridge Investments Generalist $8.8B 7.6% 40 +$99.8M Sumitomo Mitsui Trust Group Generalist $6.9B 7.4% 34 +$193M Sands Capital Management Growth public investor.
Generalist $6.6B 18.7% 11 −$441M Bamco Generalist $4.1B 17.0% 31 −$18.9M Eagle Capital Management Generalist $3.7B 12.8% 2 −$294M Lone Pine Capital Long-biased growth hedge fund.
Specialist $3.7B 18.8% 3 +$129M First Eagle Investment Management Generalist $3.6B 9.0% 6 −$625M Artisan Partners Limited Partnership Generalist $3.4B 6.5% 16 −$48.3M William Blair Investment Management Generalist $3.1B 10.6% 24 −$44.1M Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $2.9B 13.7% 12 +$170M Gates Foundation Trust Generalist $2.7B 10.6% 1 −$789M Harding Loevner Generalist $2.7B 14.9% 11 +$149M Ninety One UK Generalist $2.6B 9.7% 12 +$263M Whale Rock Capital Management Concentrated public technology investor.
Specialist $1.8B 40.9% 11 +$494M Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $1.7B 17.7% 5 −$553M Silver Lake Group Technology buyouts and growth.
Crossover $912M 28.5% 3 −$374M Praesidium Investment Management Company Specialist $631M 43.9% 6 −$4.9M Iconiq Capital Growth and crossover.
Crossover $331M 36.0% 3 +$72.5M Dragoneer Investment Group Crossover public and private technology.
Crossover $286M 23.4% 6 −$40.0M Light Street Capital Management Concentrated public technology investor.
Specialist $209M 17.9% 4 −$42.7M Altimeter Capital Management Crossover technology investor.
Crossover $119M 4.7% 7 +$7.9M Keenan Capital Specialist $49.6M 24.8% 3 −$13.8M General Atlantic Growth equity, software-heavy.
Crossover $0 0.0% 0 — Battery Management Software venture and buyout.
Crossover — — — — Clearlake Capital Group Software and technology buyouts.
Crossover — — — — Cypress Point Investment Management Specialist — — — — D1 Capital Partners Crossover hedge fund.
Crossover — — — — Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist — — — — Greenoaks Crossover technology investor.
Crossover — — — — Lead Edge Capital Management Growth software investor with a public book.
Crossover — — — — Long Path Partners Specialist — — — — Lynrock Lake Specialist — — — — Meritech Capital Associates V Growth-stage software.
Crossover — — — — Optimus Prime Fund Management Specialist — — — — PSG Equity Software growth buyouts.
Crossover — — — — Thoma Bravo Software buyouts.
Crossover — — — — Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover — — — —