Capital Research Global Investors Generalist $58.7B 12.9% 31 +$3.9B Capital International Investors Generalist $56.7B 11.7% 39 −$1.7B Jennison Associates Growth public manager.
Generalist $26.6B 17.0% 39 −$3.2B Gates Foundation Trust Generalist $15.7B 33.0% 2 −$677M Primecap Management Co Generalist $14.4B 10.5% 33 −$158M Ninety One UK Generalist $8.5B 23.6% 17 +$44.4M Sands Capital Management Growth public investor.
Generalist $8.3B 24.5% 19 −$736M State Farm Mutual Automobile Insurance CO Generalist $8.0B 7.2% 5 Flat Sanders Capital Generalist $5.9B 9.0% 1 +$54.1M Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist $5.4B 44.6% 16 −$88.4M Gqg Partners Generalist $5.2B 7.9% 8 −$6.8B Fayez Sarofim & CO Generalist $5.2B 14.0% 15 +$571M Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $5.1B 23.7% 16 −$2.5M Generation Investment Management Generalist $4.9B 23.6% 11 +$102M Harris Associates L P Generalist $4.8B 8.1% 8 +$557M Aristotle Capital Management Generalist $4.7B 9.1% 4 −$234M Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $4.5B 17.6% 12 −$1.2B Viking Global Investors Multi-strategy hedge fund with a large long book.
Generalist $4.1B 15.9% 10 +$1.2B Westfield Capital Management CO Generalist $3.7B 18.3% 34 +$530M Iconiq Capital Growth and crossover.
Crossover $3.3B 70.3% 11 −$380M Grantham, Mayo, Van Otterloo & CO. Generalist $3.2B 10.7% 14 +$210M Eagle Capital Management Generalist $3.2B 11.8% 4 +$368M Altimeter Capital Management Crossover technology investor.
Crossover $3.1B 46.4% 6 +$31.2M First Manhattan CO. Generalist $3.0B 9.8% 23 +$184M First Eagle Investment Management Generalist $3.0B 6.8% 14 +$211M Lone Pine Capital Long-biased growth hedge fund.
Specialist $2.9B 23.7% 5 −$1.0B Wasatch Advisors Generalist $2.9B 15.3% 32 +$126M Temasek Holdings (Private) Generalist $2.8B 12.8% 13 +$881M Alkeon Capital Management Generalist $2.7B 14.0% 14 −$432M Harding Loevner Generalist $2.6B 14.6% 8 +$258M Dragoneer Investment Group Crossover public and private technology.
Crossover $2.3B 43.1% 15 +$637M Silver Lake Group Technology buyouts and growth.
Crossover $2.2B 27.4% 4 Flat Whale Rock Capital Management Concentrated public technology investor.
Specialist $2.0B 28.6% 13 −$594M General Atlantic Growth equity, software-heavy.
Crossover $1.1B 34.1% 4 −$37.9M Clearlake Capital Group Software and technology buyouts.
Crossover $1.0B 92.6% 3 Flat PSG Equity Software growth buyouts.
Crossover $938M 100.0% 1 Flat Thoma Bravo Software buyouts.
Crossover $763M 7.5% 1 −$356M Optimus Prime Fund Management Specialist $709M 83.5% 19 +$88.6M D1 Capital Partners Crossover hedge fund.
Crossover $379M 6.4% 4 −$11.7M Praesidium Investment Management Company Specialist $366M 69.6% 8 −$88.6M Battery Management Software venture and buyout.
Crossover $362M 95.1% 3 Flat Lynrock Lake Specialist $329M 69.4% 6 +$36.4M Greenoaks Crossover technology investor.
Crossover $311M 20.9% 4 −$1.7M Keenan Capital Specialist $277M 67.8% 6 +$2.5M Lead Edge Capital Management Growth software investor with a public book.
Crossover $241M 77.0% 7 +$17.0M Long Path Partners Specialist $220M 87.4% 7 +$95.9M Meritech Capital Associates V Growth-stage software.
Crossover $122M 41.7% 1 Flat Light Street Capital Management Concentrated public technology investor.
Specialist $101M 24.3% 8 −$4.3M Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover $0 0.0% 0 — Cypress Point Investment Management Specialist — — — — 