Capital International Investors Generalist $50.6B 10.7% 38 +$1.2B Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $19.3B 42.0% 59 −$775M Primecap Management Co Generalist $16.0B 11.1% 30 −$991M Iconiq Capital Growth and crossover.
Crossover $14.0B 83.4% 14 −$1.3B Sands Capital Management Growth public investor.
Generalist $13.8B 25.6% 17 +$13.2M Artisan Partners Limited Partnership Generalist $12.3B 14.7% 40 +$219M Lone Pine Capital Long-biased growth hedge fund.
Specialist $8.4B 34.2% 11 −$1.9B Altimeter Capital Management Crossover technology investor.
Crossover $8.1B 77.3% 13 −$1.9B Ninety One UK Generalist $8.1B 19.2% 16 +$382M Sc US (ttgp) Generalist $7.9B 39.8% 6 −$128M Alkeon Capital Management Generalist $7.8B 26.8% 31 −$784M State Farm Mutual Automobile Insurance CO Generalist $7.0B 6.9% 6 Flat Silver Lake Group Technology buyouts and growth.
Crossover $6.8B 31.9% 5 −$732M Advent International Global buyouts, software included.
Generalist $6.2B 25.9% 10 +$24.6M Thoma Bravo Software buyouts.
Crossover $5.6B 53.3% 2 Flat Whale Rock Capital Management Concentrated public technology investor.
Specialist $5.6B 46.9% 22 −$1.4B Aristotle Capital Management Generalist $4.6B 7.8% 2 +$91.7M William Blair Investment Management Generalist $4.6B 12.4% 35 +$460M Harris Associates L P Generalist $4.3B 6.6% 8 +$239M First Eagle Investment Management Generalist $4.2B 10.5% 7 −$124M Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist $3.8B 29.4% 15 +$308M Fayez Sarofim & CO Generalist $3.7B 11.2% 13 −$57.2M Sanders Capital Generalist $3.7B 6.8% 1 +$3.4M Viking Global Investors Multi-strategy hedge fund with a large long book.
Generalist $3.7B 10.7% 10 +$475M Dragoneer Investment Group Crossover public and private technology.
Crossover $3.6B 41.8% 22 −$78.6M D1 Capital Partners Crossover hedge fund.
Crossover $3.5B 21.2% 11 +$367M Harding Loevner Generalist $3.5B 13.6% 17 −$423M Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $3.3B 14.7% 18 −$2.2B Eagle Capital Management Generalist $3.3B 9.9% 2 −$112M Temasek Holdings (Private) Generalist $3.3B 11.9% 15 +$152M General Atlantic Growth equity, software-heavy.
Crossover $3.0B 23.4% 8 −$108M Generation Investment Management Generalist $2.9B 11.9% 12 −$200M Wasatch Advisors Generalist $2.8B 11.6% 29 +$305M Providence Equity Partners Generalist $2.8B 79.4% 2 −$310M Westfield Capital Management CO Generalist $2.5B 15.0% 29 −$18.9M Praesidium Investment Management Company Specialist $1.1B 64.3% 9 −$40.3M Meritech Capital Associates V Growth-stage software.
Crossover $993M 31.8% 3 −$105M Optimus Prime Fund Management Specialist $920M 56.2% 38 +$325M PSG Equity Software growth buyouts.
Crossover $571M 100.0% 1 — Light Street Capital Management Concentrated public technology investor.
Specialist $570M 34.1% 13 −$149M Battery Management Software venture and buyout.
Crossover $534M 72.1% 3 −$1.0B Clearlake Capital Group Software and technology buyouts.
Crossover $511M 40.3% 2 +$6.9M Lead Edge Capital Management Growth software investor with a public book.
Crossover $457M 68.2% 2 +$743M Lynrock Lake Specialist $318M 43.2% 8 +$7.2M Keenan Capital Specialist $287M 36.2% 4 −$4.1M Greenoaks Crossover technology investor.
Crossover $271M 6.7% 4 +$362M Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover $3.0M 0.3% 2 Flat Cypress Point Investment Management Specialist — — — — Long Path Partners Specialist — — — — 