Capital International Investors Generalist $68.4B 10.7% 37 +$5.7B Capital Research Global Investors Generalist $63.5B 11.7% 37 +$5.4B Primecap Management Co Generalist $10.5B 8.0% 34 −$921M Thoma Bravo Software buyouts.
Crossover $10.2B 100.0% 3 Flat Sanders Capital Generalist $8.3B 9.6% 3 +$2.0B State Farm Mutual Automobile Insurance CO Generalist $8.1B 6.4% 5 −$103M Ninety One UK Generalist $7.9B 17.0% 24 −$917M Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $7.4B 24.9% 19 +$770M Sands Capital Management Growth public investor.
Generalist $7.0B 21.3% 22 +$1.6B Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $6.7B 16.8% 8 −$2.0B Fayez Sarofim & CO Generalist $5.6B 13.5% 17 +$1.3B William Blair Investment Management Generalist $5.4B 15.1% 37 +$1.6B Eagle Capital Management Generalist $5.3B 16.5% 6 +$240M Generation Investment Management Generalist $4.9B 34.2% 9 −$91.1M Iconiq Capital Growth and crossover.
Crossover $4.8B 72.5% 19 −$773M Artisan Partners Limited Partnership Generalist $4.5B 6.9% 33 −$2.2B Grantham, Mayo, Van Otterloo & CO. Generalist $4.3B 11.0% 25 −$837M Aristotle Capital Management Generalist $4.3B 8.6% 6 −$142M First Manhattan CO. Generalist $4.2B 11.0% 30 +$122M Hotchkis & Wiley Capital Management Generalist $4.1B 12.3% 14 +$669M First Eagle Investment Management Generalist $4.0B 7.1% 18 +$489M Nvidia Generalist $4.0B 30.5% 2 +$2.4B Gates Foundation Trust Generalist $3.8B 10.9% 2 −$777M Temasek Holdings (Private) Generalist $3.7B 11.9% 29 +$1.0B Jericho Capital Asset Management Generalist $3.6B 41.0% 9 +$157M Employees Provident Fund Board Generalist $3.5B 25.7% 11 +$2.0B Advent International Global buyouts, software included.
Generalist $3.1B 65.1% 8 +$73.1M Westfield Capital Management CO Generalist $3.1B 12.7% 28 +$1.2B Alkeon Capital Management Generalist $2.8B 12.3% 18 −$523M Silver Lake Group Technology buyouts and growth.
Crossover $2.8B 55.8% 5 Flat Sc US (ttgp) Generalist $2.6B 18.9% 8 −$341M Wasatch Advisors Generalist $2.6B 15.5% 29 −$236M Altimeter Capital Management Crossover technology investor.
Crossover $1.8B 27.6% 5 +$359M Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist $1.8B 16.9% 11 −$1.3B Dragoneer Investment Group Crossover public and private technology.
Crossover $1.6B 35.7% 12 −$223M Whale Rock Capital Management Concentrated public technology investor.
Specialist $1.5B 19.2% 9 −$262M General Atlantic Growth equity, software-heavy.
Crossover $1.5B 52.1% 4 +$41.4M Lone Pine Capital Long-biased growth hedge fund.
Specialist $1.1B 8.2% 2 −$223M PSG Equity Software growth buyouts.
Crossover $1.0B 100.0% 1 Flat Clearlake Capital Group Software and technology buyouts.
Crossover $961M 90.0% 3 Flat Optimus Prime Fund Management Specialist $838M 67.5% 19 +$30.6M Greenoaks Crossover technology investor.
Crossover $811M 27.2% 6 +$357M D1 Capital Partners Crossover hedge fund.
Crossover $764M 7.1% 3 +$134M Battery Management Software venture and buyout.
Crossover $606M 97.3% 4 +$12.6M Lynrock Lake Specialist $573M 78.5% 10 +$29.1M Keenan Capital Specialist $483M 88.0% 7 −$3.9M Praesidium Investment Management Company Specialist $406M 75.1% 9 +$274M Lead Edge Capital Management Growth software investor with a public book.
Crossover $390M 100.0% 8 −$2.4M Cypress Point Investment Management Specialist $359M 77.1% 23 — Long Path Partners Specialist $275M 93.9% 6 +$20.7M Light Street Capital Management Concentrated public technology investor.
Specialist $221M 34.1% 7 −$32.3M Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover $164M 46.7% 1 Flat Meritech Capital Associates V Growth-stage software.
Crossover $92.4M 51.4% 1 −$36.9M 