Capital World Investors Generalist $34.7B 8.4% 33 +$520M Capital Research Global Investors Generalist $20.2B 6.4% 23 −$209M Capital International Investors Generalist $19.9B 8.6% 23 +$2.1B Primecap Management Co Generalist $15.0B 11.1% 15 −$309M Jennison Associates Growth public manager.
Generalist $14.1B 14.0% 33 +$159M Clearbridge Investments Generalist $9.5B 8.4% 39 +$218M Sands Capital Management Growth public investor.
Generalist $7.3B 22.5% 12 +$33.9M Loomis Sayles & CO L P Generalist $6.9B 13.6% 39 +$13.3M Bamco Generalist $4.6B 19.5% 31 +$14.1M Fisher Asset Management Generalist $4.5B 6.1% 31 Flat Artisan Partners Limited Partnership Generalist $4.0B 7.9% 33 +$265M Eagle Capital Management Generalist $3.7B 14.0% 4 +$120M Lone Pine Capital Long-biased growth hedge fund.
Specialist $3.6B 21.3% 8 −$290M Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $3.3B 18.0% 15 −$1.6M Harding Loevner Generalist $3.1B 15.7% 11 +$181M First Eagle Investment Management Generalist $3.1B 8.3% 6 −$346M 1832 Asset Management Generalist $2.7B 9.2% 32 +$144M Ninety One UK Generalist $2.6B 10.5% 12 +$74.1M Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $2.6B 29.2% 9 +$311M William Blair Investment Management Generalist $2.6B 10.8% 25 +$105M Whale Rock Capital Management Concentrated public technology investor.
Specialist $2.1B 38.4% 14 +$132M Praesidium Investment Management Company Specialist $612M 40.6% 4 −$32.1M Dragoneer Investment Group Crossover public and private technology.
Crossover $594M 35.9% 7 +$53.2M Light Street Capital Management Concentrated public technology investor.
Specialist $379M 30.7% 7 −$6.7M D1 Capital Partners Crossover hedge fund.
Crossover $298M 5.4% 2 −$323M Iconiq Capital Growth and crossover.
Crossover $254M 27.1% 3 −$1.6M Altimeter Capital Management Crossover technology investor.
Crossover $236M 8.1% 8 +$78.4M Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover $192M 96.3% 1 −$428M Lynrock Lake Specialist $53.5M 52.9% 4 +$17.6M Keenan Capital Specialist $45.3M 19.7% 2 −$8.8M Optimus Prime Fund Management Specialist $26.0M 9.5% 3 Flat General Atlantic Growth equity, software-heavy.
Crossover $0 0.0% 0 — Lead Edge Capital Management Growth software investor with a public book.
Crossover $0 0.0% 0 — Silver Lake Group Technology buyouts and growth.
Crossover $0 0.0% 0 −$508M Thoma Bravo Software buyouts.
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 — — — — Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist — — — — Greenoaks Crossover technology investor.
Crossover — — — — Long Path Partners Specialist — — — — Meritech Capital Associates V Growth-stage software.
Crossover — — — — PSG Equity Software growth buyouts.
Crossover — — — —