Capital International Investors Generalist $44.9B 10.3% 36 +$1.9B Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $21.8B 41.9% 55 +$1.1B Fisher Asset Management Generalist $18.7B 11.6% 37 +$583M Primecap Management Co Generalist $16.0B 11.3% 29 −$368M Iconiq Capital Growth and crossover.
Crossover $14.7B 85.6% 15 −$601M Sands Capital Management Growth public investor.
Generalist $14.7B 24.4% 16 +$433M Artisan Partners Limited Partnership Generalist $11.9B 14.6% 39 −$118M Lone Pine Capital Long-biased growth hedge fund.
Specialist $9.7B 32.6% 11 −$90.1M Altimeter Capital Management Crossover technology investor.
Crossover $9.3B 74.6% 12 −$1.1B Alkeon Capital Management Generalist $8.8B 29.9% 35 +$1.4B Sc US (ttgp) Generalist $7.4B 41.3% 5 +$16.1M Whale Rock Capital Management Concentrated public technology investor.
Specialist $7.3B 48.0% 30 −$540M Silver Lake Group Technology buyouts and growth.
Crossover $7.1B 43.4% 5 +$1.9B Advent International Global buyouts, software included.
Generalist $6.9B 32.2% 10 +$6.5B Ninety One UK Generalist $6.6B 16.9% 16 +$539M Thoma Bravo Software buyouts.
Crossover $6.6B 57.6% 2 +$622M State Farm Mutual Automobile Insurance CO Generalist $5.9B 6.5% 6 −$412M Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $5.8B 23.7% 17 −$249M General Atlantic Growth equity, software-heavy.
Crossover $4.6B 26.7% 6 +$305M First Eagle Investment Management Generalist $4.4B 11.2% 7 −$89.8M William Blair Investment Management Generalist $4.2B 11.8% 35 +$87.7M Aristotle Capital Management Generalist $4.1B 7.8% 3 −$40.8M Harris Associates L P Generalist $4.1B 6.5% 9 +$156M Dragoneer Investment Group Crossover public and private technology.
Crossover $3.8B 50.4% 22 −$572M Harding Loevner Generalist $3.7B 15.2% 15 +$114M Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist $3.6B 27.1% 16 +$220M Temasek Holdings (Private) Generalist $3.4B 12.1% 16 +$219M Generation Investment Management Generalist $3.4B 14.3% 11 +$250M Viking Global Investors Multi-strategy hedge fund with a large long book.
Generalist $3.3B 9.2% 8 −$547M Gqg Partners Generalist $3.3B 9.1% 5 +$352M D1 Capital Partners Crossover hedge fund.
Crossover $3.3B 18.3% 11 −$297M Fayez Sarofim & CO Generalist $3.3B 10.8% 14 +$127M Providence Equity Partners Generalist $3.1B 81.5% 2 −$32.0M Sanders Capital Generalist $3.1B 6.4% 1 +$96.3M Eagle Capital Management Generalist $2.9B 8.5% 2 −$105M Wasatch Advisors Generalist $2.6B 10.6% 32 +$22.5M Battery Management Software venture and buyout.
Crossover $1.6B 75.2% 3 +$714M Praesidium Investment Management Company Specialist $1.2B 64.6% 10 +$32.1M Meritech Capital Associates V Growth-stage software.
Crossover $956M 28.6% 2 −$270M Light Street Capital Management Concentrated public technology investor.
Specialist $784M 39.3% 18 +$16.1M Optimus Prime Fund Management Specialist $714M 50.9% 28 −$20.0M Clearlake Capital Group Software and technology buyouts.
Crossover $470M 30.1% 2 +$18.7M Lynrock Lake Specialist $404M 51.3% 6 −$23.2M Keenan Capital Specialist $250M 34.7% 4 +$24.6M Greenoaks Crossover technology investor.
Crossover $11.4M 0.2% 2 −$6.1M Lead Edge Capital Management Growth software investor with a public book.
Crossover $10.3M 11.0% 3 −$48.7M Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover $5.4M 0.3% 3 +$4.8M Cypress Point Investment Management Specialist — — — — Long Path Partners Specialist — — — — PSG Equity Software growth buyouts.
Crossover — — — — 