Capital International Investors Generalist $50.9B 11.4% 39 +$1.4B Capital Research Global Investors Generalist $50.8B 12.5% 34 +$928M Gates Foundation Trust Generalist $14.6B 34.6% 2 −$347M Primecap Management Co Generalist $13.1B 10.4% 33 −$122M Sands Capital Management Growth public investor.
Generalist $10.2B 31.1% 21 −$634M Ninety One UK Generalist $7.9B 23.6% 15 −$405M State Farm Mutual Automobile Insurance CO Generalist $7.1B 6.8% 5 −$207M Gqg Partners Generalist $7.1B 15.0% 9 +$128M Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $5.5B 23.2% 20 +$696M Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist $5.3B 42.1% 17 +$130M William Blair Investment Management Generalist $5.3B 15.5% 38 +$150M Generation Investment Management Generalist $5.2B 23.5% 11 +$96.8M Sanders Capital Generalist $4.9B 9.0% 1 +$88.8M Aristotle Capital Management Generalist $4.8B 9.4% 3 −$246M Fayez Sarofim & CO Generalist $4.4B 13.6% 15 +$139M Harris Associates L P Generalist $4.4B 7.5% 8 −$241M Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $4.3B 30.3% 15 −$1.0B Advent International Global buyouts, software included.
Generalist $4.0B 53.4% 7 −$946M Altimeter Capital Management Crossover technology investor.
Crossover $3.9B 65.0% 3 −$455M Iconiq Capital Growth and crossover.
Crossover $3.9B 72.6% 9 −$446M Lone Pine Capital Long-biased growth hedge fund.
Specialist $3.3B 28.5% 6 +$4.7M Sc US (ttgp) Generalist $3.3B 27.2% 8 −$860M Westfield Capital Management CO Generalist $3.0B 17.5% 30 +$89.9M Silver Lake Group Technology buyouts and growth.
Crossover $3.0B 33.6% 4 Flat Alkeon Capital Management Generalist $2.8B 18.1% 16 −$885M First Eagle Investment Management Generalist $2.7B 6.6% 13 −$278M Eagle Capital Management Generalist $2.6B 11.2% 3 +$512M Wasatch Advisors Generalist $2.5B 13.8% 30 +$58.0M Whale Rock Capital Management Concentrated public technology investor.
Specialist $2.5B 43.9% 18 −$198M Dragoneer Investment Group Crossover public and private technology.
Crossover $2.3B 49.8% 12 −$252M Thoma Bravo Software buyouts.
Crossover $2.0B 18.2% 2 −$1.3B General Atlantic Growth equity, software-heavy.
Crossover $1.7B 24.4% 5 −$133M Clearlake Capital Group Software and technology buyouts.
Crossover $1.2B 98.9% 3 Flat PSG Equity Software growth buyouts.
Crossover $943M 100.0% 1 Flat Optimus Prime Fund Management Specialist $596M 75.5% 16 −$41.9M Praesidium Investment Management Company Specialist $552M 68.1% 8 +$21.6M Battery Management Software venture and buyout.
Crossover $539M 96.4% 3 +$165M D1 Capital Partners Crossover hedge fund.
Crossover $419M 7.4% 4 −$475M Lynrock Lake Specialist $295M 69.2% 5 +$19.2M Keenan Capital Specialist $285M 67.3% 6 −$115M Lead Edge Capital Management Growth software investor with a public book.
Crossover $230M 61.4% 5 +$73.0M Greenoaks Crossover technology investor.
Crossover $208M 24.2% 3 +$2.3M Meritech Capital Associates V Growth-stage software.
Crossover $133M 32.3% 3 Flat Long Path Partners Specialist $126M 59.3% 5 −$8.2M Light Street Capital Management Concentrated public technology investor.
Specialist $111M 33.1% 9 −$55.3M Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover $0 0.0% 0 Flat Cypress Point Investment Management Specialist — — — — 