Capital Research Global Investors Generalist $60.7B 9.4% 34 +$15.5B Capital International Investors Generalist $45.3B 10.6% 28 −$9.2B Jennison Associates Growth public manager.
Generalist $18.7B 12.9% 35 −$5.1B Primecap Management Co Generalist $8.5B 6.7% 34 +$697M Thoma Bravo Software buyouts.
Crossover $6.7B 100.0% 3 Flat Sanders Capital Generalist $6.4B 7.6% 2 +$207M Ninety One UK Generalist $5.7B 13.2% 18 −$559M Nvidia Generalist $5.6B 30.3% 2 +$1.6B Harris Associates L P Generalist $5.6B 7.4% 9 +$3.2B Eagle Capital Management Generalist $5.1B 17.0% 6 +$2.1B First Eagle Investment Management Generalist $4.9B 8.4% 14 +$2.8B Grantham, Mayo, Van Otterloo & CO. Generalist $4.3B 10.9% 25 +$1.2B Hotchkis & Wiley Capital Management Generalist $4.1B 12.8% 17 +$1.3B Fayez Sarofim & CO Generalist $4.0B 10.3% 15 −$258M Sands Capital Management Growth public investor.
Generalist $4.0B 15.7% 18 −$2.0B Generation Investment Management Generalist $3.6B 32.1% 8 −$20.1M William Blair Investment Management Generalist $3.3B 11.2% 32 −$948M Aristotle Capital Management Generalist $3.2B 6.8% 6 −$191M First Manhattan CO. Generalist $3.2B 8.9% 25 +$41.8M Windacre Partnership Generalist $3.1B 33.5% 2 +$2.0B Tiger Global Management Crossover hedge fund and venture. The public book is the 13F.
Crossover $3.0B 13.2% 17 −$3.4B Employees Provident Fund Board Generalist $3.0B 22.8% 10 +$388M Iconiq Capital Growth and crossover.
Crossover $2.9B 65.2% 17 −$69.5M Jericho Capital Asset Management Generalist $2.6B 38.7% 9 −$43.6M Temasek Holdings (Private) Generalist $2.5B 8.6% 18 −$64.7M Coatue Management Crossover technology investor. The public book is the 13F.
Crossover $2.0B 6.9% 7 −$3.9B Silver Lake Group Technology buyouts and growth.
Crossover $1.8B 49.4% 5 Flat Altimeter Capital Management Crossover technology investor.
Crossover $1.7B 29.0% 4 +$127M General Atlantic Growth equity, software-heavy.
Crossover $1.3B 58.9% 4 +$77.2M PSG Equity Software growth buyouts.
Crossover $977M 100.0% 1 Flat Dragoneer Investment Group Crossover public and private technology.
Crossover $866M 28.8% 9 −$506M Whale Rock Capital Management Concentrated public technology investor.
Specialist $814M 10.5% 6 −$231M Optimus Prime Fund Management Specialist $742M 71.5% 22 +$243M Durable Capital Partners Concentrated public investor. Software is a core sleeve.
Specialist $713M 7.3% 4 −$923M Clearlake Capital Group Software and technology buyouts.
Crossover $608M 89.4% 3 Flat Lone Pine Capital Long-biased growth hedge fund.
Specialist $583M 4.6% 1 −$136M Lynrock Lake Specialist $432M 73.7% 10 +$25.5M Keenan Capital Specialist $421M 88.7% 8 +$191M Battery Management Software venture and buyout.
Crossover $412M 96.7% 4 +$46.8M D1 Capital Partners Crossover hedge fund.
Crossover $412M 3.7% 3 −$77.2M Lead Edge Capital Management Growth software investor with a public book.
Crossover $406M 99.5% 11 +$253M Greenoaks Crossover technology investor.
Crossover $390M 17.0% 5 −$246M Cypress Point Investment Management Specialist $344M 81.2% 23 +$129M Praesidium Investment Management Company Specialist $288M 68.8% 9 +$4.8M Thrive Capital Management Multi-stage venture, with a public book when it files.
Crossover $199M 58.0% 2 +$144M Long Path Partners Specialist $177M 80.3% 7 −$22.6M Light Street Capital Management Concentrated public technology investor.
Specialist $143M 28.7% 8 −$21.1M Meritech Capital Associates V Growth-stage software.
Crossover $80.2M 56.8% 1 Flat 