Capital Research Global Investors Generalist $54.6B 12.4% 35 −$827M Gates Foundation Trust Generalist $15.5B 33.9% 2 −$644M Primecap Management Co Generalist $13.7B 10.2% 33 −$93.9M Gqg Partners Generalist $11.6B 18.7% 12 +$2.9B Swedbank Ab Generalist $11.1B 18.8% 14 −$647M Sands Capital Management Growth public investor.
Generalist $9.7B 27.3% 23 −$779M Ninety One UK Generalist $8.5B 23.9% 17 +$181M State Farm Mutual Automobile Insurance CO Generalist $7.7B 6.9% 5 −$5.2M William Blair Investment Management Generalist $6.3B 16.5% 39 +$528M Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $5.7B 22.4% 17 −$115M Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist $5.6B 43.5% 16 +$141M Sanders Capital Generalist $5.5B 9.1% 1 +$35.5M Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $5.1B 27.9% 16 +$419M Generation Investment Management Generalist $5.0B 23.0% 10 −$682M Harris Associates L P Generalist $4.9B 7.9% 8 Flat Aristotle Capital Management Generalist $4.7B 8.8% 3 −$114M Fayez Sarofim & CO Generalist $4.4B 13.1% 15 +$25.1M Iconiq Capital Growth and crossover.
Crossover $4.2B 73.9% 11 +$32.1M Lone Pine Capital Long-biased growth hedge fund.
Specialist $4.0B 31.6% 7 +$265M Altimeter Capital Management Crossover technology investor.
Crossover $3.4B 52.0% 3 −$428M Westfield Capital Management CO Generalist $3.4B 17.6% 34 +$81.4M Advent International Global buyouts, software included.
Generalist $3.3B 58.3% 7 −$658M Alkeon Capital Management Generalist $3.2B 17.6% 16 +$234M Viking Global Investors Multi-strategy hedge fund with a large long book.
Generalist $3.0B 11.3% 6 +$1.5B Grantham, Mayo, Van Otterloo & CO. Generalist $2.9B 10.5% 14 +$419M Wasatch Advisors Generalist $2.9B 15.0% 32 +$348M Eagle Capital Management Generalist $2.8B 10.9% 3 −$195M First Eagle Investment Management Generalist $2.7B 6.1% 14 −$449M Whale Rock Capital Management Concentrated public technology investor.
Specialist $2.6B 37.9% 15 −$180M Sc US (ttgp) Generalist $2.5B 18.6% 8 −$86.9M Silver Lake Group Technology buyouts and growth.
Crossover $2.4B 28.7% 4 Flat Dragoneer Investment Group Crossover public and private technology.
Crossover $1.9B 43.2% 12 −$367M General Atlantic Growth equity, software-heavy.
Crossover $1.5B 34.6% 4 −$41.9M Clearlake Capital Group Software and technology buyouts.
Crossover $1.1B 87.5% 3 Flat Thoma Bravo Software buyouts.
Crossover $1.0B 9.8% 2 −$935M PSG Equity Software growth buyouts.
Crossover $805M 100.0% 1 Flat Optimus Prime Fund Management Specialist $709M 70.7% 17 +$105M Praesidium Investment Management Company Specialist $471M 69.5% 8 −$101M D1 Capital Partners Crossover hedge fund.
Crossover $443M 6.7% 6 Flat Battery Management Software venture and buyout.
Crossover $434M 95.7% 3 −$49.1M Lynrock Lake Specialist $326M 72.2% 5 +$46.7M Greenoaks Crossover technology investor.
Crossover $318M 26.2% 4 +$63.4M Keenan Capital Specialist $271M 69.4% 6 −$43.5M Lead Edge Capital Management Growth software investor with a public book.
Crossover $236M 72.7% 6 −$5.9M Long Path Partners Specialist $159M 83.9% 6 +$21.6M Light Street Capital Management Concentrated public technology investor.
Specialist $120M 30.0% 9 Flat Meritech Capital Associates V Growth-stage software.
Crossover $116M 38.8% 1 −$19.0M Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover $0 0.0% 0 — Cypress Point Investment Management Specialist — — — — 