Capital World Investors Generalist $55.4B 9.4% 38 −$2.3B Capital International Investors Generalist $41.9B 9.6% 33 +$2.5B Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $21.4B 39.8% 45 +$4.1B Fisher Asset Management Generalist $17.4B 10.9% 39 +$501M Primecap Management Co Generalist $15.9B 10.7% 29 −$662M Sands Capital Management Growth public investor.
Generalist $14.3B 24.3% 17 +$7.1B Iconiq Capital Growth and crossover.
Crossover $13.6B 89.4% 13 +$5.0B Artisan Partners Limited Partnership Generalist $11.8B 14.1% 37 +$407M Lone Pine Capital Long-biased growth hedge fund.
Specialist $10.0B 31.6% 9 −$38.3M Altimeter Capital Management Crossover technology investor.
Crossover $9.4B 70.7% 14 −$1.8B Alkeon Capital Management Generalist $7.9B 28.4% 31 −$180M Whale Rock Capital Management Concentrated public technology investor.
Specialist $7.1B 46.1% 24 +$2.1B Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $6.6B 25.8% 15 +$1.4B Sc US (ttgp) Generalist $6.4B 40.5% 4 −$1.4B State Farm Mutual Automobile Insurance CO Generalist $6.0B 6.0% 6 Flat Ninety One UK Generalist $5.9B 15.2% 15 +$137M Thoma Bravo Software buyouts.
Crossover $4.9B 68.9% 1 Flat Silver Lake Group Technology buyouts and growth.
Crossover $4.5B 29.4% 3 +$52.1M General Atlantic Growth equity, software-heavy.
Crossover $4.3B 30.5% 3 +$4.3B Dragoneer Investment Group Crossover public and private technology.
Crossover $4.2B 53.5% 17 +$694M Aristotle Capital Management Generalist $4.1B 7.8% 3 +$13.8M First Eagle Investment Management Generalist $4.0B 10.1% 7 −$59.2M William Blair Investment Management Generalist $4.0B 12.5% 35 +$826M Harris Associates L P Generalist $3.8B 6.0% 9 +$529M D1 Capital Partners Crossover hedge fund.
Crossover $3.8B 24.7% 12 +$512M Providence Equity Partners Generalist $3.7B 78.7% 3 +$3.9B Viking Global Investors Multi-strategy hedge fund with a large long book.
Generalist $3.6B 11.0% 7 −$749M Harding Loevner Generalist $3.5B 13.9% 15 +$1.9B Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist $3.3B 24.5% 12 +$181M Fayez Sarofim & CO Generalist $3.0B 10.0% 14 +$99.4M Generation Investment Management Generalist $3.0B 12.4% 9 +$132M Eagle Capital Management Generalist $2.9B 8.2% 3 −$14.5M Temasek Holdings (Private) Generalist $2.7B 7.9% 13 +$1.2B Gqg Partners Generalist $2.5B 7.4% 2 +$17.8M Wasatch Advisors Generalist $2.5B 10.2% 28 −$220M Praesidium Investment Management Company Specialist $1.1B 60.8% 9 −$16.9M Battery Management Software venture and buyout.
Crossover $1.1B 59.2% 2 +$931M Meritech Capital Associates V Growth-stage software.
Crossover $1.0B 22.0% 2 +$148M Light Street Capital Management Concentrated public technology investor.
Specialist $787M 34.1% 21 +$314M Optimus Prime Fund Management Specialist $748M 50.8% 22 +$121M Clearlake Capital Group Software and technology buyouts.
Crossover $485M 29.8% 2 +$72.8M Lynrock Lake Specialist $429M 56.4% 9 +$10.7M Keenan Capital Specialist $237M 32.5% 4 +$56.1M Lead Edge Capital Management Growth software investor with a public book.
Crossover $59.0M 73.4% 1 Flat Greenoaks Crossover technology investor.
Crossover $15.7M 0.1% 4 +$10.5M Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover $686K 0.0% 1 +$593K Cypress Point Investment Management Specialist — — — — Long Path Partners Specialist — — — — PSG Equity Software growth buyouts.
Crossover — — — — 