Capital International Investors Generalist $59.3B 11.4% 33 +$22.7B Capital Research Global Investors Generalist $58.5B 12.2% 29 −$827M Jennison Associates Growth public manager.
Generalist $25.8B 16.0% 40 −$143M Primecap Management Co Generalist $14.1B 10.4% 33 −$290M Gates Foundation Trust Generalist $12.6B 27.9% 2 −$2.7B Sands Capital Management Growth public investor.
Generalist $8.2B 24.9% 19 −$175M Ninety One UK Generalist $8.1B 21.7% 15 −$703M State Farm Mutual Automobile Insurance CO Generalist $7.8B 6.8% 5 Flat William Blair Investment Management Generalist $6.6B 16.4% 39 −$119M Sanders Capital Generalist $6.4B 9.3% 2 +$648M Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist $5.8B 42.3% 15 −$196M Fayez Sarofim & CO Generalist $5.4B 13.8% 17 +$330M Harris Associates L P Generalist $5.2B 8.6% 8 −$241M Generation Investment Management Generalist $5.1B 23.9% 11 +$74.9M Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $5.0B 21.4% 16 +$15.8M Viking Global Investors Multi-strategy hedge fund with a large long book.
Generalist $4.5B 16.3% 10 +$479M Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $4.1B 15.2% 12 −$383M Westfield Capital Management CO Generalist $3.8B 17.1% 32 −$165M Lone Pine Capital Long-biased growth hedge fund.
Specialist $3.6B 26.9% 8 +$545M Grantham, Mayo, Van Otterloo & CO. Generalist $3.6B 11.1% 18 +$208M Eagle Capital Management Generalist $3.5B 12.9% 4 +$134M First Eagle Investment Management Generalist $3.5B 7.1% 13 −$7.8M First Manhattan CO. Generalist $3.4B 10.0% 27 +$206M Wasatch Advisors Generalist $3.3B 16.3% 31 +$38.4M Temasek Holdings (Private) Generalist $3.0B 12.3% 16 +$63.0M Iconiq Capital Growth and crossover.
Crossover $3.0B 64.1% 19 −$146M Altimeter Capital Management Crossover technology investor.
Crossover $3.0B 44.1% 7 −$21.8M Starboard Value Generalist $2.5B 53.5% 6 +$190M Silver Lake Group Technology buyouts and growth.
Crossover $2.3B 25.6% 4 Flat Dragoneer Investment Group Crossover public and private technology.
Crossover $2.3B 39.6% 11 −$4.7M Whale Rock Capital Management Concentrated public technology investor.
Specialist $2.1B 28.9% 12 −$233M Clearlake Capital Group Software and technology buyouts.
Crossover $1.2B 89.0% 3 Flat General Atlantic Growth equity, software-heavy.
Crossover $1.1B 31.2% 4 −$47.5M PSG Equity Software growth buyouts.
Crossover $885M 100.0% 1 Flat Thoma Bravo Software buyouts.
Crossover $654M 8.3% 1 Flat Optimus Prime Fund Management Specialist $616M 80.5% 16 +$33.8M Praesidium Investment Management Company Specialist $430M 72.2% 9 +$20.2M Greenoaks Crossover technology investor.
Crossover $373M 20.1% 4 +$23.8M Keenan Capital Specialist $337M 74.5% 6 +$8.4M Lynrock Lake Specialist $334M 66.2% 7 +$16.6M Battery Management Software venture and buyout.
Crossover $310M 95.4% 3 Flat Lead Edge Capital Management Growth software investor with a public book.
Crossover $299M 86.7% 8 +$25.1M Long Path Partners Specialist $269M 87.1% 7 +$37.4M D1 Capital Partners Crossover hedge fund.
Crossover $264M 5.1% 4 −$115M Light Street Capital Management Concentrated public technology investor.
Specialist $119M 29.6% 7 +$18.8M Meritech Capital Associates V Growth-stage software.
Crossover $108M 36.1% 1 Flat Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover $0 0.0% 0 — Cypress Point Investment Management Specialist — — — — 