Capital International Investors Generalist $61.2B 11.5% 31 −$2.7B Capital Research Global Investors Generalist $60.9B 12.5% 35 +$3.6B Primecap Management Co Generalist $13.0B 10.1% 33 −$685M Gates Foundation Trust Generalist $12.1B 28.9% 2 −$215M Dodge & Cox Generalist $10.5B 6.1% 7 −$114M Sands Capital Management Growth public investor.
Generalist $9.6B 28.5% 23 −$234M Ninety One UK Generalist $8.3B 22.1% 15 −$37.9M State Farm Mutual Automobile Insurance CO Generalist $7.8B 7.1% 5 Flat Sanders Capital Generalist $6.6B 9.6% 2 +$140M William Blair Investment Management Generalist $6.4B 15.7% 38 −$220M Gqg Partners Generalist $6.4B 9.5% 6 +$1.3B Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $6.0B 20.4% 17 +$1.1B Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $6.0B 22.6% 17 +$704M Fayez Sarofim & CO Generalist $5.6B 13.6% 18 +$155M Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist $5.1B 41.3% 15 −$1.5B Generation Investment Management Generalist $4.9B 25.4% 10 −$511M Iconiq Capital Growth and crossover.
Crossover $4.4B 68.9% 38 +$957M Viking Global Investors Multi-strategy hedge fund with a large long book.
Generalist $4.1B 13.3% 11 −$428M Westfield Capital Management CO Generalist $4.0B 17.4% 33 −$236M Eagle Capital Management Generalist $4.0B 14.4% 4 +$372M Grantham, Mayo, Van Otterloo & CO. Generalist $3.5B 11.5% 18 −$87.0M Lone Pine Capital Long-biased growth hedge fund.
Specialist $3.5B 25.7% 8 −$392M Wasatch Advisors Generalist $3.4B 16.8% 30 −$130M First Manhattan CO. Generalist $3.4B 10.0% 28 −$20.2M First Eagle Investment Management Generalist $3.2B 7.1% 16 −$384M Temasek Holdings (Private) Generalist $3.1B 12.2% 22 −$285M Whale Rock Capital Management Concentrated public technology investor.
Specialist $2.6B 31.2% 15 −$152M Jericho Capital Asset Management Generalist $2.6B 37.5% 9 +$248M Dragoneer Investment Group Crossover public and private technology.
Crossover $2.6B 45.5% 11 +$272M Silver Lake Group Technology buyouts and growth.
Crossover $2.1B 23.6% 4 Flat Altimeter Capital Management Crossover technology investor.
Crossover $1.9B 33.6% 9 −$1.3B General Atlantic Growth equity, software-heavy.
Crossover $1.1B 39.1% 3 −$257M Clearlake Capital Group Software and technology buyouts.
Crossover $1.1B 89.2% 3 Flat PSG Equity Software growth buyouts.
Crossover $941M 100.0% 1 Flat Battery Management Software venture and buyout.
Crossover $760M 97.2% 5 +$424M Optimus Prime Fund Management Specialist $742M 79.5% 17 +$18.5M Thoma Bravo Software buyouts.
Crossover $575M 10.3% 2 +$107M D1 Capital Partners Crossover hedge fund.
Crossover $463M 7.7% 4 +$122M Praesidium Investment Management Company Specialist $459M 77.0% 9 −$26.9M Lynrock Lake Specialist $407M 64.6% 8 +$38.6M Keenan Capital Specialist $376M 76.0% 7 +$9.0M Greenoaks Crossover technology investor.
Crossover $292M 15.9% 5 −$122M Long Path Partners Specialist $281M 90.9% 8 −$12.5M Lead Edge Capital Management Growth software investor with a public book.
Crossover $271M 91.6% 8 −$42.9M Meritech Capital Associates V Growth-stage software.
Crossover $134M 51.8% 1 Flat Light Street Capital Management Concentrated public technology investor.
Specialist $119M 24.6% 10 −$15.1M Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover $904K 0.2% 1 +$768K Cypress Point Investment Management Specialist — — — — 