Capital World Investors Generalist $35.4B 7.5% 34 +$9.2B Capital International Investors Generalist $33.2B 9.1% 34 +$3.2B Primecap Management Co Generalist $10.4B 9.3% 33 −$176M Sands Capital Management Growth public investor.
Generalist $7.3B 25.4% 19 +$14.9B Iconiq Capital Growth and crossover.
Crossover $6.9B 82.0% 12 −$1.9B Ninety One UK Generalist $6.3B 18.7% 14 −$41.5M Artisan Partners Limited Partnership Generalist $6.3B 10.7% 35 −$832M Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $4.9B 41.0% 25 −$4.3B Advent International Global buyouts, software included.
Generalist $4.9B 34.0% 10 −$207M Harris Associates L P Generalist $4.3B 8.6% 8 +$905M Aristotle Capital Management Generalist $4.2B 8.8% 3 +$1.1B Thoma Bravo Software buyouts.
Crossover $3.8B 48.8% 2 Flat Alkeon Capital Management Generalist $3.8B 22.7% 25 +$2.5B Generation Investment Management Generalist $3.6B 19.8% 11 +$7.3B Sc US (ttgp) Generalist $3.5B 40.7% 7 +$356M William Blair Investment Management Generalist $3.4B 12.5% 31 +$240M Altimeter Capital Management Crossover technology investor.
Crossover $3.3B 75.9% 7 +$2.3B First Eagle Investment Management Generalist $3.2B 9.0% 8 −$6.4M Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist $3.1B 35.3% 15 +$1.4B Fayez Sarofim & CO Generalist $2.6B 9.6% 12 −$53.6M Sanders Capital Generalist $2.5B 6.4% 1 −$13.8M Hotchkis & Wiley Capital Management Generalist $2.5B 10.0% 10 +$751M Silver Lake Group Technology buyouts and growth.
Crossover $2.5B 19.2% 5 Flat Dragoneer Investment Group Crossover public and private technology.
Crossover $2.3B 58.1% 13 −$164M Lone Pine Capital Long-biased growth hedge fund.
Specialist $2.2B 21.2% 7 −$2.9B General Atlantic Growth equity, software-heavy.
Crossover $2.1B 27.9% 12 +$134M Whale Rock Capital Management Concentrated public technology investor.
Specialist $1.7B 50.3% 17 −$1.2B Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $1.6B 18.9% 19 −$169M D1 Capital Partners Crossover hedge fund.
Crossover $1.3B 30.4% 6 −$506M Clearlake Capital Group Software and technology buyouts.
Crossover $941M 62.8% 3 +$543M PSG Equity Software growth buyouts.
Crossover $773M 99.6% 1 Flat Praesidium Investment Management Company Specialist $629M 55.0% 9 −$73.9M Optimus Prime Fund Management Specialist $568M 63.5% 32 +$250M Battery Management Software venture and buyout.
Crossover $512M 84.9% 3 +$92.2M Light Street Capital Management Concentrated public technology investor.
Specialist $281M 41.0% 12 −$141M Meritech Capital Associates V Growth-stage software.
Crossover $230M 35.6% 4 −$70.5M Lead Edge Capital Management Growth software investor with a public book.
Crossover $224M 62.3% 4 +$53.0M Lynrock Lake Specialist $221M 48.1% 6 −$3.4M Greenoaks Crossover technology investor.
Crossover $219M 20.6% 4 +$32.1M Keenan Capital Specialist $216M 41.1% 4 +$53.1M Long Path Partners Specialist $70.4M 42.7% 2 — Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover $330K 0.1% 1 −$663K Cypress Point Investment Management Specialist — — — — 