Capital Research Global Investors Generalist $55.8B 12.1% 38 −$313M Capital International Investors Generalist $54.7B 10.8% 32 −$970M Primecap Management Co Generalist $11.0B 9.1% 35 −$430M Gates Foundation Trust Generalist $10.8B 25.9% 2 Flat Thoma Bravo Software buyouts.
Crossover $9.5B 65.0% 3 +$9.0B Ninety One UK Generalist $8.1B 22.5% 16 +$18.0M Sands Capital Management Growth public investor.
Generalist $8.0B 27.1% 24 −$385M State Farm Mutual Automobile Insurance CO Generalist $7.2B 6.6% 5 −$24.7M Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $6.6B 24.6% 15 +$1.1B Sanders Capital Generalist $5.5B 8.2% 2 −$527M Fayez Sarofim & CO Generalist $5.1B 12.7% 18 −$34.1M Generation Investment Management Generalist $4.7B 28.3% 10 +$131M Eagle Capital Management Generalist $4.3B 15.6% 6 +$629M Iconiq Capital Growth and crossover.
Crossover $4.1B 72.4% 38 −$35.2M Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $4.0B 17.7% 11 −$1.5B Grantham, Mayo, Van Otterloo & CO. Generalist $3.9B 12.2% 29 +$856M Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist $3.8B 33.5% 15 −$892M Westfield Capital Management CO Generalist $3.4B 16.3% 32 −$149M First Manhattan CO. Generalist $3.0B 8.7% 29 +$54.8M Wasatch Advisors Generalist $2.8B 15.9% 33 −$4.6M Lone Pine Capital Long-biased growth hedge fund.
Specialist $2.8B 24.5% 5 −$291M Jericho Capital Asset Management Generalist $2.6B 47.1% 9 +$304M Hotchkis & Wiley Capital Management Generalist $2.6B 8.6% 11 +$371M Temasek Holdings (Private) Generalist $2.6B 10.3% 19 +$135M Dragoneer Investment Group Crossover public and private technology.
Crossover $2.3B 49.2% 11 +$356M Silver Lake Group Technology buyouts and growth.
Crossover $1.8B 32.5% 5 Flat Whale Rock Capital Management Concentrated public technology investor.
Specialist $1.7B 29.8% 10 −$719M Altimeter Capital Management Crossover technology investor.
Crossover $1.4B 30.6% 7 −$481M Clearlake Capital Group Software and technology buyouts.
Crossover $907M 91.5% 3 Flat PSG Equity Software growth buyouts.
Crossover $861M 100.0% 1 Flat General Atlantic Growth equity, software-heavy.
Crossover $811M 27.2% 3 Flat Optimus Prime Fund Management Specialist $682M 77.9% 17 −$55.1M Battery Management Software venture and buyout.
Crossover $666M 96.9% 5 −$41.5M Praesidium Investment Management Company Specialist $415M 77.5% 10 +$18.0M D1 Capital Partners Crossover hedge fund.
Crossover $403M 6.2% 3 +$14.7M Lynrock Lake Specialist $396M 68.4% 8 +$84.1M Keenan Capital Specialist $353M 81.2% 8 +$50.9M Lead Edge Capital Management Growth software investor with a public book.
Crossover $302M 91.8% 9 +$63.8M Long Path Partners Specialist $232M 89.7% 7 −$5.2M Greenoaks Crossover technology investor.
Crossover $231M 12.8% 4 −$21.2M Light Street Capital Management Concentrated public technology investor.
Specialist $113M 36.6% 8 +$30.3M Meritech Capital Associates V Growth-stage software.
Crossover $93.1M 59.7% 1 Flat Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover $873K 0.1% 1 Flat Cypress Point Investment Management Specialist — — — — 