Capital International Investors Generalist $69.1B 11.9% 29 +$649M Capital Research Global Investors Generalist $66.1B 13.2% 33 −$4.3B Primecap Management Co Generalist $13.3B 10.5% 36 −$503M Gates Foundation Trust Generalist $13.2B 27.6% 2 −$851M Thoma Bravo Software buyouts.
Crossover $11.5B 96.1% 3 Flat Ninety One UK Generalist $10.0B 23.4% 20 +$340M State Farm Mutual Automobile Insurance CO Generalist $9.1B 8.0% 5 −$12.0M Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $8.6B 23.9% 13 +$1.1B Sands Capital Management Growth public investor.
Generalist $8.3B 23.7% 22 −$1.3B Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $8.2B 24.1% 16 +$144M Sanders Capital Generalist $6.7B 9.1% 2 −$176M William Blair Investment Management Generalist $6.4B 17.2% 40 −$442M Fayez Sarofim & CO Generalist $6.2B 15.0% 18 −$80.7M Boston Partners Generalist $5.6B 6.3% 37 +$320M Grantham, Mayo, Van Otterloo & CO. Generalist $5.1B 15.5% 28 +$67.1M Eagle Capital Management Generalist $5.1B 16.9% 6 +$69.3M Generation Investment Management Generalist $5.0B 31.9% 10 −$524M Aristotle Capital Management Generalist $4.8B 9.3% 6 +$1.4B Iconiq Capital Growth and crossover.
Crossover $4.3B 73.0% 45 +$126M Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist $4.1B 31.1% 13 −$297M First Manhattan CO. Generalist $4.0B 11.3% 32 +$96.8M Nvidia Generalist $4.0B 91.7% 2 +$3.5M First Eagle Investment Management Generalist $3.7B 7.3% 16 +$25.4M Westfield Capital Management CO Generalist $3.5B 14.6% 35 −$447M Wasatch Advisors Generalist $3.3B 17.4% 36 +$195M Jericho Capital Asset Management Generalist $3.2B 42.2% 11 −$66.2M Alkeon Capital Management Generalist $3.1B 15.3% 15 +$186M Temasek Holdings (Private) Generalist $2.9B 11.4% 25 +$110M Hotchkis & Wiley Capital Management Generalist $2.9B 9.3% 11 +$105M Lone Pine Capital Long-biased growth hedge fund.
Specialist $2.8B 20.4% 5 −$437M Employees Provident Fund Board Generalist $2.8B 23.8% 11 +$249M Dragoneer Investment Group Crossover public and private technology.
Crossover $2.1B 43.3% 9 −$491M Altimeter Capital Management Crossover technology investor.
Crossover $2.1B 29.7% 6 +$177M Silver Lake Group Technology buyouts and growth.
Crossover $2.0B 40.7% 5 Flat General Atlantic Growth equity, software-heavy.
Crossover $1.7B 47.0% 4 +$663M Whale Rock Capital Management Concentrated public technology investor.
Specialist $1.4B 19.2% 12 −$598M Clearlake Capital Group Software and technology buyouts.
Crossover $977M 90.8% 3 Flat PSG Equity Software growth buyouts.
Crossover $897M 100.0% 1 Flat Optimus Prime Fund Management Specialist $725M 72.5% 15 −$60.0M Battery Management Software venture and buyout.
Crossover $550M 96.7% 4 −$155M Lynrock Lake Specialist $462M 71.5% 8 +$20.2M Praesidium Investment Management Company Specialist $363M 63.9% 9 −$85.5M Lead Edge Capital Management Growth software investor with a public book.
Crossover $361M 100.0% 9 −$10.4M Keenan Capital Specialist $358M 83.6% 6 −$24.9M Long Path Partners Specialist $295M 100.0% 6 +$54.3M D1 Capital Partners Crossover hedge fund.
Crossover $277M 3.8% 1 −$194M Greenoaks Crossover technology investor.
Crossover $244M 9.1% 4 −$22.6M Light Street Capital Management Concentrated public technology investor.
Specialist $133M 27.2% 9 +$12.7M Meritech Capital Associates V Growth-stage software.
Crossover $126M 52.7% 1 Flat Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover $0 0.0% 0 −$873K Cypress Point Investment Management Specialist — — — — 