Capital International Investors Generalist $69.0B 11.2% 35 −$176M Capital Research Global Investors Generalist $69.0B 13.0% 35 −$253M Primecap Management Co Generalist $12.4B 9.5% 34 −$1.5B Thoma Bravo Software buyouts.
Crossover $11.1B 95.1% 3 Flat Ninety One UK Generalist $9.5B 20.8% 22 −$214M Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $9.4B 23.1% 16 +$187M Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $8.9B 27.6% 20 −$39.5M State Farm Mutual Automobile Insurance CO Generalist $8.8B 7.3% 5 −$138M Sands Capital Management Growth public investor.
Generalist $8.6B 23.7% 23 −$175M Artisan Partners Limited Partnership Generalist $7.1B 10.3% 38 −$1.1B Sanders Capital Generalist $6.7B 8.2% 2 −$236M Iconiq Capital Growth and crossover.
Crossover $6.3B 78.6% 21 +$2.1B Fayez Sarofim & CO Generalist $6.2B 14.4% 18 +$28.9M William Blair Investment Management Generalist $6.1B 16.0% 38 −$319M Eagle Capital Management Generalist $5.6B 17.8% 6 +$470M Grantham, Mayo, Van Otterloo & CO. Generalist $5.3B 15.0% 21 −$51.3M Generation Investment Management Generalist $5.3B 35.2% 9 +$260M Gates Foundation Trust Generalist $4.9B 13.4% 2 −$8.5B Aristotle Capital Management Generalist $4.8B 9.2% 6 −$38.3M First Manhattan CO. Generalist $4.5B 11.9% 32 +$247M First Eagle Investment Management Generalist $4.3B 7.8% 18 +$189M Hotchkis & Wiley Capital Management Generalist $4.1B 12.6% 13 +$1.2B Jericho Capital Asset Management Generalist $3.7B 38.9% 10 −$172M Alkeon Capital Management Generalist $3.6B 16.3% 18 +$173M Employees Provident Fund Board Generalist $3.5B 28.3% 11 +$767M Nvidia Generalist $3.3B 86.9% 2 Flat Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist $3.3B 24.4% 13 −$771M Westfield Capital Management CO Generalist $3.3B 13.8% 30 −$113M Temasek Holdings (Private) Generalist $3.3B 11.4% 27 +$500M Sc US (ttgp) Generalist $3.3B 20.1% 9 +$1.3B Advent International Global buyouts, software included.
Generalist $3.1B 62.4% 8 +$2.1B Wasatch Advisors Generalist $3.0B 16.1% 32 −$23.6M Silver Lake Group Technology buyouts and growth.
Crossover $2.6B 51.0% 5 Flat Dragoneer Investment Group Crossover public and private technology.
Crossover $2.0B 44.4% 10 +$109M Altimeter Capital Management Crossover technology investor.
Crossover $1.8B 24.2% 5 −$275M Whale Rock Capital Management Concentrated public technology investor.
Specialist $1.8B 20.9% 10 +$74.3M Lone Pine Capital Long-biased growth hedge fund.
Specialist $1.4B 10.4% 2 −$1.8B General Atlantic Growth equity, software-heavy.
Crossover $1.4B 41.3% 4 −$125M Clearlake Capital Group Software and technology buyouts.
Crossover $964M 90.0% 3 Flat PSG Equity Software growth buyouts.
Crossover $951M 100.0% 1 Flat Optimus Prime Fund Management Specialist $751M 66.5% 15 +$8.7M D1 Capital Partners Crossover hedge fund.
Crossover $679M 7.8% 2 +$96.8M Greenoaks Crossover technology investor.
Crossover $532M 17.3% 5 +$319M Battery Management Software venture and buyout.
Crossover $509M 97.0% 4 −$16.3M Lynrock Lake Specialist $485M 64.2% 9 +$7.0M Keenan Capital Specialist $423M 82.5% 6 +$16.3M Lead Edge Capital Management Growth software investor with a public book.
Crossover $378M 100.0% 8 −$15.1M Praesidium Investment Management Company Specialist $370M 72.3% 10 +$40.7M Long Path Partners Specialist $276M 99.8% 6 −$827K Light Street Capital Management Concentrated public technology investor.
Specialist $238M 40.1% 12 +$110M Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover $228M 47.5% 1 +$228M Meritech Capital Associates V Growth-stage software.
Crossover $134M 47.2% 1 Flat Cypress Point Investment Management Specialist — — — — 