Capital World Investors Generalist $32.8B 7.4% 36 −$12.0M Capital International Investors Generalist $29.4B 8.6% 32 −$1.0B Gates Foundation Trust Generalist $9.3B 27.4% 2 +$9.8B Primecap Management Co Generalist $9.2B 8.9% 32 −$98.1M Sands Capital Management Growth public investor.
Generalist $6.8B 25.4% 18 −$517M Iconiq Capital Growth and crossover.
Crossover $6.7B 82.8% 10 −$724M Ninety One UK Generalist $6.3B 20.7% 14 +$72.2M Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $5.0B 45.9% 22 +$421M Harris Associates L P Generalist $4.7B 10.1% 10 +$597M Advent International Global buyouts, software included.
Generalist $4.4B 39.1% 11 +$32.1M Altimeter Capital Management Crossover technology investor.
Crossover $3.7B 80.3% 7 −$123M Sc US (ttgp) Generalist $3.7B 43.1% 8 +$78.2M Aristotle Capital Management Generalist $3.7B 8.2% 3 −$27.2M Generation Investment Management Generalist $3.5B 20.7% 12 −$104M Alkeon Capital Management Generalist $3.5B 24.1% 24 −$110M Thoma Bravo Software buyouts.
Crossover $3.4B 47.4% 2 Flat Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist $3.4B 37.3% 15 +$216M William Blair Investment Management Generalist $3.0B 11.9% 31 −$65.7M Viking Global Investors Multi-strategy hedge fund with a large long book.
Generalist $2.8B 12.8% 10 +$503M First Eagle Investment Management Generalist $2.7B 8.1% 10 −$127M Hotchkis & Wiley Capital Management Generalist $2.6B 11.1% 11 +$296M Dragoneer Investment Group Crossover public and private technology.
Crossover $2.4B 63.4% 12 −$199M Lone Pine Capital Long-biased growth hedge fund.
Specialist $2.1B 19.8% 5 −$165M General Atlantic Growth equity, software-heavy.
Crossover $1.9B 21.8% 12 −$8.9M Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $1.7B 19.7% 23 +$264M Whale Rock Capital Management Concentrated public technology investor.
Specialist $1.5B 42.4% 18 +$62.0M D1 Capital Partners Crossover hedge fund.
Crossover $1.5B 26.9% 8 +$222M Silver Lake Group Technology buyouts and growth.
Crossover $1.4B 12.9% 5 Flat PSG Equity Software growth buyouts.
Crossover $934M 100.0% 1 Flat Clearlake Capital Group Software and technology buyouts.
Crossover $786M 59.8% 3 +$19.7M Praesidium Investment Management Company Specialist $582M 56.8% 8 −$14.0M Optimus Prime Fund Management Specialist $543M 70.4% 32 Flat Battery Management Software venture and buyout.
Crossover $491M 85.4% 3 Flat Greenoaks Crossover technology investor.
Crossover $257M 19.6% 4 −$8.9M Keenan Capital Specialist $250M 47.5% 5 +$89.9M Lynrock Lake Specialist $209M 48.3% 6 +$23.8M Light Street Capital Management Concentrated public technology investor.
Specialist $187M 47.6% 11 −$59.0M Meritech Capital Associates V Growth-stage software.
Crossover $158M 26.9% 4 −$57.8M Lead Edge Capital Management Growth software investor with a public book.
Crossover $141M 58.8% 3 −$89.0M Long Path Partners Specialist $93.0M 49.8% 4 +$22.2M Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover $273K 0.1% 1 Flat Cypress Point Investment Management Specialist — — — — 