Capital World Investors Generalist $52.5B 9.2% 33 −$625M Capital Research Global Investors Generalist $44.3B 11.4% 38 −$5.0B Capital International Investors Generalist $43.4B 10.1% 30 −$1.5B Primecap Management Co Generalist $13.2B 9.9% 32 −$773M Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $12.3B 46.2% 31 −$3.6B Sands Capital Management Growth public investor.
Generalist $12.1B 27.8% 17 +$2.6B Iconiq Capital Growth and crossover.
Crossover $11.9B 88.0% 12 +$2.8B Artisan Partners Limited Partnership Generalist $9.1B 12.0% 35 −$999M Ninety One UK Generalist $7.6B 19.4% 18 +$515M Sc US (ttgp) Generalist $6.1B 39.0% 7 +$1.1B State Farm Mutual Automobile Insurance CO Generalist $6.1B 6.1% 5 −$11.0M Lone Pine Capital Long-biased growth hedge fund.
Specialist $6.0B 35.6% 9 −$861M Advent International Global buyouts, software included.
Generalist $5.9B 36.1% 10 +$39.6M Alkeon Capital Management Generalist $5.4B 24.1% 25 −$931M Silver Lake Group Technology buyouts and growth.
Crossover $4.9B 27.1% 5 Flat Thoma Bravo Software buyouts.
Crossover $4.4B 53.5% 2 Flat Harris Associates L P Generalist $4.3B 6.9% 8 +$321M Aristotle Capital Management Generalist $4.0B 7.2% 2 −$3.3M First Eagle Investment Management Generalist $3.9B 9.5% 7 −$126M Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist $3.6B 31.8% 15 +$743M Dragoneer Investment Group Crossover public and private technology.
Crossover $3.5B 44.6% 17 +$541M Whale Rock Capital Management Concentrated public technology investor.
Specialist $3.5B 43.3% 24 −$1.5B Sanders Capital Generalist $3.4B 6.7% 1 +$11.7M Fayez Sarofim & CO Generalist $3.2B 10.1% 15 −$178M Eagle Capital Management Generalist $2.9B 9.9% 2 −$96.9M Altimeter Capital Management Crossover technology investor.
Crossover $2.9B 36.7% 10 −$4.3B Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $2.8B 20.4% 11 +$149M Temasek Holdings (Private) Generalist $2.8B 11.7% 13 +$29.0M Viking Global Investors Multi-strategy hedge fund with a large long book.
Generalist $2.7B 11.1% 9 −$322M Wasatch Advisors Generalist $2.6B 12.8% 30 +$164M General Atlantic Growth equity, software-heavy.
Crossover $2.4B 22.2% 10 −$180M D1 Capital Partners Crossover hedge fund.
Crossover $2.2B 25.7% 6 −$850M PSG Equity Software growth buyouts.
Crossover $1.1B 100.0% 1 Flat Praesidium Investment Management Company Specialist $858M 59.8% 9 −$99.1M Optimus Prime Fund Management Specialist $692M 64.6% 32 +$40.8M Light Street Capital Management Concentrated public technology investor.
Specialist $594M 46.4% 14 +$147M Battery Management Software venture and buyout.
Crossover $514M 78.3% 3 +$297M Clearlake Capital Group Software and technology buyouts.
Crossover $457M 43.8% 2 +$105M Meritech Capital Associates V Growth-stage software.
Crossover $385M 36.3% 4 −$357M Greenoaks Crossover technology investor.
Crossover $320M 19.8% 4 +$241M Lynrock Lake Specialist $311M 47.9% 7 +$2.6M Lead Edge Capital Management Growth software investor with a public book.
Crossover $290M 63.4% 4 −$60.4M Keenan Capital Specialist $246M 34.4% 4 +$34.3M Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover $1.3M 0.1% 2 −$1.1M Cypress Point Investment Management Specialist — — — — Long Path Partners Specialist — — — — 