Capital World Investors Generalist $50.5B 9.7% 39 +$1.9B Capital International Investors Generalist $44.5B 10.8% 35 +$1.4B Capital Research Global Investors Generalist $43.2B 11.6% 36 −$537M Jennison Associates Growth public manager.
Generalist $22.0B 18.1% 36 +$1.4B Gates Foundation Trust Generalist $13.7B 32.6% 2 Flat Primecap Management Co Generalist $11.8B 9.9% 32 −$537M Artisan Partners Limited Partnership Generalist $9.5B 15.4% 40 +$747M Sands Capital Management Growth public investor.
Generalist $9.3B 28.9% 17 −$640M Ninety One UK Generalist $7.9B 23.0% 16 +$416M State Farm Mutual Automobile Insurance CO Generalist $6.4B 6.2% 5 Flat Harris Associates L P Generalist $5.4B 10.2% 9 −$2.2B Advent International Global buyouts, software included.
Generalist $4.8B 55.4% 8 −$64.7M Iconiq Capital Growth and crossover.
Crossover $4.8B 79.7% 8 −$1.1B Aristotle Capital Management Generalist $4.5B 9.2% 3 −$132M Generation Investment Management Generalist $4.5B 21.6% 11 −$233M Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist $4.4B 39.0% 13 −$101M William Blair Investment Management Generalist $4.4B 14.1% 33 −$38.9M Sanders Capital Generalist $4.3B 9.0% 1 +$138M Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $4.3B 21.0% 14 +$524M Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $4.2B 34.8% 16 −$576M Gqg Partners Generalist $4.1B 9.5% 7 +$285M Sc US (ttgp) Generalist $4.1B 38.2% 9 −$79.3M Altimeter Capital Management Crossover technology investor.
Crossover $3.8B 69.1% 4 −$21.0M Alkeon Capital Management Generalist $3.6B 21.9% 20 −$142M Thoma Bravo Software buyouts.
Crossover $3.4B 43.3% 2 −$755M Fayez Sarofim & CO Generalist $3.2B 11.3% 13 −$126M First Eagle Investment Management Generalist $3.2B 8.2% 10 −$372M Silver Lake Group Technology buyouts and growth.
Crossover $3.2B 21.6% 4 Flat Viking Global Investors Multi-strategy hedge fund with a large long book.
Generalist $3.0B 12.4% 10 +$344M Dragoneer Investment Group Crossover public and private technology.
Crossover $3.0B 61.7% 12 −$130M Westfield Capital Management CO Generalist $2.7B 17.4% 29 +$181M Whale Rock Capital Management Concentrated public technology investor.
Specialist $2.6B 44.5% 19 +$397M Lone Pine Capital Long-biased growth hedge fund.
Specialist $2.5B 22.5% 5 −$405M General Atlantic Growth equity, software-heavy.
Crossover $1.3B 20.9% 6 −$230M Clearlake Capital Group Software and technology buyouts.
Crossover $1.0B 67.8% 3 Flat PSG Equity Software growth buyouts.
Crossover $1.0B 100.0% 1 Flat Praesidium Investment Management Company Specialist $678M 61.7% 10 −$55.8M D1 Capital Partners Crossover hedge fund.
Crossover $669M 12.9% 7 −$450M Optimus Prime Fund Management Specialist $523M 73.0% 18 −$51.1M Battery Management Software venture and buyout.
Crossover $428M 88.3% 3 −$190M Keenan Capital Specialist $352M 63.1% 6 +$653K Lynrock Lake Specialist $316M 57.9% 6 −$8.9M Greenoaks Crossover technology investor.
Crossover $274M 33.2% 3 −$28.2M Lead Edge Capital Management Growth software investor with a public book.
Crossover $212M 65.3% 5 −$54.4M Light Street Capital Management Concentrated public technology investor.
Specialist $155M 41.0% 9 −$39.7M Long Path Partners Specialist $122M 53.6% 11 −$26.0M Meritech Capital Associates V Growth-stage software.
Crossover $108M 25.8% 3 −$47.4M Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover $0 0.0% 0 — Cypress Point Investment Management Specialist — — — —