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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	% of Portfolio	Status
3001	SAM Silverback Asset Management Chapel Hill, North Carolina	$0	-$1.75M	–	Closed
3002	Slate Path Capital New York	$0	-$46.8M	–	Closed
3003	SC Sophrosyne Capital New York	$0	-$543K	–	Closed
3004	SA SQ Advisors Naples, Florida	$0	-$91.2M	–	Closed
3005	SG StepStone Group La Jolla, California	$0	-$1.62M	–	Closed
3006	SIM Strategic Investment Management Arlington, Virginia	$0	-$1.51M	–	Closed
3007	TCM TAM Capital Management Stamford, Connecticut	$0	-$11.8M	–	Closed
3008	TCG Tremblant Capital Group West Palm Beach, Florida	$0	-$35.5M	–	Closed
3009	TAM Trust Asset Management Houston, Texas	$0	-$73K	–	Closed
3010	TSS Two Sigma Securities New York	$0	-$295K	–	Closed
3011	UPA Union Point Advisors San Mateo, California	$0	-$12.2M	–	Closed
3012	WCM Weyland Capital Management Portsmouth, New Hampshire	$0	-$299K	–	Closed
3013	WAM Wilsey Asset Management San Diego, California	$0	-$5.41M	–	Closed
3014	YU Yale University New Haven, Connecticut	$0	-$6.13M	–	Closed
3015	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$0	-$568K	–	Closed