Capital World Investors Generalist $47.5B 9.4% 39 +$1.2B Capital International Investors Generalist $41.0B 10.4% 37 −$1.1B Capital Research Global Investors Generalist $40.8B 11.2% 35 +$398M Jennison Associates Growth public manager.
Generalist $22.4B 19.0% 39 +$1.3B Gates Foundation Trust Generalist $12.6B 32.4% 4 +$14.7M Primecap Management Co Generalist $11.5B 9.7% 32 −$129M Artisan Partners Limited Partnership Generalist $9.4B 15.9% 40 −$181M Sands Capital Management Growth public investor.
Generalist $8.6B 29.2% 21 −$167M Ninety One UK Generalist $7.4B 23.4% 14 −$426M State Farm Mutual Automobile Insurance CO Generalist $6.3B 6.3% 5 −$30.1M Gqg Partners Generalist $5.8B 13.4% 9 +$1.4B Advent International Global buyouts, software included.
Generalist $5.3B 63.8% 7 −$22.8M Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $4.5B 33.2% 18 +$515M Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist $4.5B 40.7% 15 +$47.6M Generation Investment Management Generalist $4.3B 22.7% 11 −$52.7M Aristotle Capital Management Generalist $4.3B 9.2% 3 −$149M William Blair Investment Management Generalist $4.3B 14.2% 35 +$102M Harris Associates L P Generalist $4.0B 7.9% 7 −$969M Sanders Capital Generalist $4.0B 8.4% 1 −$14.2M Viking Global Investors Multi-strategy hedge fund with a large long book.
Generalist $3.9B 16.0% 9 +$1.5B Iconiq Capital Growth and crossover.
Crossover $3.9B 76.0% 8 −$786M Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $3.8B 19.2% 15 −$438M Altimeter Capital Management Crossover technology investor.
Crossover $3.5B 66.2% 3 +$28.9M Sc US (ttgp) Generalist $3.4B 24.2% 9 −$7.8M Fayez Sarofim & CO Generalist $3.3B 11.3% 13 +$203M Alkeon Capital Management Generalist $3.2B 20.4% 19 −$441M Thoma Bravo Software buyouts.
Crossover $3.1B 41.8% 2 Flat First Eagle Investment Management Generalist $2.9B 7.5% 13 −$33.2M Silver Lake Group Technology buyouts and growth.
Crossover $2.6B 17.4% 4 −$10.8M Lone Pine Capital Long-biased growth hedge fund.
Specialist $2.5B 24.4% 6 +$278M Dragoneer Investment Group Crossover public and private technology.
Crossover $2.3B 52.1% 12 −$323M Whale Rock Capital Management Concentrated public technology investor.
Specialist $2.2B 43.9% 18 −$301M General Atlantic Growth equity, software-heavy.
Crossover $1.8B 27.6% 6 −$20.5M Clearlake Capital Group Software and technology buyouts.
Crossover $1.0B 79.7% 3 Flat PSG Equity Software growth buyouts.
Crossover $857M 100.0% 1 Flat D1 Capital Partners Crossover hedge fund.
Crossover $825M 11.9% 6 +$273M Optimus Prime Fund Management Specialist $516M 69.4% 18 −$3.9M Praesidium Investment Management Company Specialist $452M 58.3% 8 −$213M Battery Management Software venture and buyout.
Crossover $359M 94.1% 3 −$83.8M Keenan Capital Specialist $355M 62.7% 6 −$9.7M Lynrock Lake Specialist $286M 70.4% 5 +$50.0M Greenoaks Crossover technology investor.
Crossover $201M 24.9% 4 −$38.2M Light Street Capital Management Concentrated public technology investor.
Specialist $150M 44.0% 10 +$1.2M Lead Edge Capital Management Growth software investor with a public book.
Crossover $136M 48.4% 4 −$15.0M Long Path Partners Specialist $110M 55.3% 4 −$15.7M Meritech Capital Associates V Growth-stage software.
Crossover $103M 32.7% 3 Flat Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover $46K 0.0% 1 Flat Cypress Point Investment Management Specialist — — — —