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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2526	QCMNJ Quantum Capital Management (New Jersey) Northfield, New Jersey	$0	-$4.58M	1	0%	Reduced
2527	RP Realm Partners New York	$0	-$214K	0	–	Closed
2528	RG Redmile Group San Francisco, California	$0	-$11.3M	0	–	Closed
2529	RCM Royal Capital Management New York	$0	-$8.16M	0	–	Closed
2530	SH Scepter Holdings Fort Worth, Texas	$0	-$211K	0	–	Closed
2531	SG SCGF Genpar Menlo Park, California	$0	-$484M	0	–	Closed
2532	SCM Scopia Capital Management New York	$0	-$52M	0	–	Closed
2533	SAM Scopus Asset Management New York	$0	-$9.32M	0	–	Closed
2534	SM Seminole Management New York	$0	-$50.3M	0	–	Closed
2535	SAM Serengeti Asset Management New York	$0	-$3.07M	0	–	Closed
2536	SCA Signpost Capital Advisors New York	$0	-$18.4M	0	–	Closed
2537	SBCM Silver Bridge Capital Management Boston, Massachusetts	$0	-$18.5M	0	–	Closed
2538	SCM Sirios Capital Management Boston, Massachusetts	$0	-$2.35M	0	–	Closed
2539	Stockbridge Partners Boston, Massachusetts	$0	-$16.7M	0	–	Closed
2540	SCM Stonerise Capital Management San Francisco, California	$0	-$6.79M	0	–	Closed
2541	TPM T2 Partners Management New York	$0	-$1.53M	0	–	Closed
2542	TCM Talara Capital Management Montclair, New Jersey	$0	-$2.55M	0	–	Closed
2543	TCM Tanaka Capital Management New York	$0	-$793K	0	–	Closed
2544	THSP Taube Hodson Stonex Partners London, United Kingdom	$0	-$137M	0	–	Closed
2545	TCMV Technology Crossover Management VII Menlo Park, California	$0	-$18.7M	0	–	Closed
2546	TAL TIG Advisors LLC New York	$0	-$139K	0	–	Closed
2547	TLCM Tiger Legatus Capital Management New York	$0	-$12.9M	0	–	Closed
2548	UMA USA Mutuals Advisors Dallas, Texas	$0	-$382K	0	–	Closed
2549	VEPM Vista Equity Partners Management San Francisco, California	$0	-$11.1M	0	–	Closed
2550	WM WCG Management New York	$0	-$42.7M	0	–	Closed