Capital World Investors Generalist $41.4B 8.6% 38 +$1.6B Capital Research Global Investors Generalist $37.3B 10.7% 40 −$34.8M Capital International Investors Generalist $37.3B 9.6% 34 +$1.5B Jennison Associates Growth public manager.
Generalist $17.2B 15.7% 39 +$822M Gates Foundation Trust Generalist $11.5B 31.5% 2 Flat Primecap Management Co Generalist $10.5B 9.2% 32 −$364M Sands Capital Management Growth public investor.
Generalist $8.8B 29.1% 17 −$258M Artisan Partners Limited Partnership Generalist $7.9B 13.1% 38 +$11.7M Ninety One UK Generalist $6.9B 21.6% 13 +$283M Harris Associates L P Generalist $6.9B 13.5% 10 −$236M Iconiq Capital Growth and crossover.
Crossover $5.3B 80.1% 9 −$1.0B Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist $4.3B 40.3% 13 −$270M Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $4.2B 38.5% 21 +$166M Generation Investment Management Generalist $4.2B 22.1% 10 −$88.6M William Blair Investment Management Generalist $4.0B 14.1% 33 +$155M Aristotle Capital Management Generalist $4.0B 8.4% 3 −$308M Advent International Global buyouts, software included.
Generalist $4.0B 48.7% 11 −$37.0M Thoma Bravo Software buyouts.
Crossover $3.6B 45.6% 2 −$566M Sc US (ttgp) Generalist $3.5B 42.0% 8 −$54.9M Sanders Capital Generalist $3.5B 8.3% 1 +$546M Alkeon Capital Management Generalist $3.4B 22.1% 22 −$261M Altimeter Capital Management Crossover technology investor.
Crossover $3.3B 72.0% 5 −$14.6M Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $3.2B 21.2% 15 +$999M Gqg Partners Generalist $3.1B 8.3% 6 +$2.5B First Eagle Investment Management Generalist $3.0B 7.9% 9 −$1.8M Fayez Sarofim & CO Generalist $2.9B 10.2% 12 +$115M Hotchkis & Wiley Capital Management Generalist $2.8B 10.7% 14 −$526M Dragoneer Investment Group Crossover public and private technology.
Crossover $2.7B 63.1% 10 +$337M Silver Lake Group Technology buyouts and growth.
Crossover $2.7B 19.3% 4 −$10.2M Lone Pine Capital Long-biased growth hedge fund.
Specialist $2.6B 23.6% 5 +$133M Whale Rock Capital Management Concentrated public technology investor.
Specialist $1.8B 39.8% 15 +$122M General Atlantic Growth equity, software-heavy.
Crossover $1.8B 20.5% 7 +$108M D1 Capital Partners Crossover hedge fund.
Crossover $1.1B 20.3% 8 −$540M Clearlake Capital Group Software and technology buyouts.
Crossover $1.1B 67.3% 3 Flat PSG Equity Software growth buyouts.
Crossover $904M 100.0% 1 Flat Praesidium Investment Management Company Specialist $680M 61.4% 10 +$29.9M Battery Management Software venture and buyout.
Crossover $594M 85.7% 3 +$30.3M Optimus Prime Fund Management Specialist $537M 75.5% 19 −$77.4M Keenan Capital Specialist $295M 53.5% 6 +$14.3M Lynrock Lake Specialist $259M 55.6% 5 Flat Greenoaks Crossover technology investor.
Crossover $250M 36.4% 4 −$35.2M Lead Edge Capital Management Growth software investor with a public book.
Crossover $232M 73.0% 5 −$8.1M Light Street Capital Management Concentrated public technology investor.
Specialist $168M 41.1% 9 +$1.9M Meritech Capital Associates V Growth-stage software.
Crossover $134M 28.2% 4 −$9.9M Long Path Partners Specialist $133M 57.6% 9 +$4.1M Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover $0 0.0% 0 Flat Cypress Point Investment Management Specialist — — — — 