Capital World Investors Generalist $50.1B 9.3% 37 −$1.8B Capital Research Global Investors Generalist $41.1B 10.1% 39 +$2.1B Capital International Investors Generalist $34.3B 8.7% 32 −$500M Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $14.6B 33.7% 36 +$2.4B Fisher Asset Management Generalist $14.5B 10.2% 39 +$435M Primecap Management Co Generalist $14.2B 9.9% 29 −$735M Sands Capital Management Growth public investor.
Generalist $12.5B 24.8% 16 −$297M Altimeter Capital Management Crossover technology investor.
Crossover $10.7B 76.7% 11 +$6.2B Artisan Partners Limited Partnership Generalist $9.9B 12.8% 35 −$281M Lone Pine Capital Long-biased growth hedge fund.
Specialist $8.7B 31.4% 11 −$630M Iconiq Capital Growth and crossover.
Crossover $8.1B 90.9% 11 +$6.8B Alkeon Capital Management Generalist $7.5B 28.8% 28 +$223M Sc US (ttgp) Generalist $7.3B 43.8% 3 +$4.9B Ninety One UK Generalist $5.0B 14.3% 15 −$106M Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $4.7B 25.6% 14 −$2.1B Silver Lake Group Technology buyouts and growth.
Crossover $4.1B 40.8% 2 −$388M Thoma Bravo Software buyouts.
Crossover $4.1B 65.1% 1 Flat Whale Rock Capital Management Concentrated public technology investor.
Specialist $3.9B 32.1% 14 −$1.3B Viking Global Investors Multi-strategy hedge fund with a large long book.
Generalist $3.8B 11.4% 8 −$804M First Eagle Investment Management Generalist $3.6B 9.5% 4 +$16.5M Adage Capital Partners Gp Generalist $3.4B 7.0% 39 +$78.2M Aristotle Capital Management Generalist $3.4B 7.0% 3 +$700M William Blair Investment Management Generalist $3.4B 11.1% 31 +$553M Dragoneer Investment Group Crossover public and private technology.
Crossover $3.3B 46.7% 11 −$227M Harding Loevner Generalist $3.0B 12.2% 14 +$254M D1 Capital Partners Crossover hedge fund.
Crossover $2.9B 21.4% 6 −$1.2B Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist $2.6B 22.3% 11 −$70.5M Eagle Capital Management Generalist $2.5B 7.8% 2 −$245M Fayez Sarofim & CO Generalist $2.5B 9.2% 13 +$30.7M Praesidium Investment Management Company Specialist $1.0B 53.7% 8 −$37.0M Meritech Capital Associates V Growth-stage software.
Crossover $698M 17.2% 1 Flat Optimus Prime Fund Management Specialist $531M 48.0% 20 +$134M Light Street Capital Management Concentrated public technology investor.
Specialist $384M 20.5% 9 −$889M Clearlake Capital Group Software and technology buyouts.
Crossover $380M 57.8% 2 Flat Lynrock Lake Specialist $330M 54.3% 8 +$3.8M Keenan Capital Specialist $162M 27.0% 3 +$4.1M Battery Management Software venture and buyout.
Crossover $125M 15.9% 1 Flat Lead Edge Capital Management Growth software investor with a public book.
Crossover $51.9M 57.9% 1 Flat Greenoaks Crossover technology investor.
Crossover $4.6M 0.0% 1 −$901K General Atlantic Growth equity, software-heavy.
Crossover $0 0.0% 0 −$214M Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover $0 0.0% 0 −$836M Cypress Point Investment Management Specialist — — — — Long Path Partners Specialist — — — — PSG Equity Software growth buyouts.
Crossover — — — —