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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
451
Woodline Partners
Woodline Partners
California
$557M -$175M 56 7.58% Reduced
452
MVIP
Mar Vista Investment Partners
California
$553M +$26.3M 8 24.57% Increased
453
KCM
Kensico Capital Management
Connecticut
$547M +$68.8M 4 24.39% Increased
454
Eventide Asset Management
Eventide Asset Management
Massachusetts
$547M -$97.9M 14 10.04% Reduced
455
SCH
Sylebra Capital (HK)
Hong Kong
$544M +$43.6M 4 24.22% Increased
456
JSP
Jackson Square Partners
California
$544M -$182M 7 14.72% Reduced
457
Sculptor Capital
Sculptor Capital
New York
$540M +$276M 5 12.09% Increased
458
Cincinnati Insurance
Cincinnati Insurance
Ohio
$538M $0 3 10.78% Maintained
459
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$536M +$39.1M 57 9.66% Increased
460
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$535M +$50.3M 30 15.43% Increased
461
1WCM
12 West Capital Management
New York
$534M -$48.3M 8 45.93% Reduced
462
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$533M -$24.3M 65 9.74% Reduced
463
Empower Advisory Group
Empower Advisory Group
Colorado
$533M +$480M 25 2.39% New
464
HA
HHLR Advisors
Cayman Islands
$531M +$20.1M 8 9.41% Increased
465
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$529M -$8.46M 6 13.66% Reduced
466
FAM
Foxhaven Asset Management
Virginia
$528M +$175M 5 19.1% Increased
467
MML Investors Services
MML Investors Services
Massachusetts
$528M -$43M 62 3.74% Reduced
468
Evercore Wealth Management
Evercore Wealth Management
New York
$528M -$4.83M 19 10.53% Reduced
469
Everett Harris & Co
Everett Harris & Co
California
$526M -$4.92M 6 8.52% Reduced
470
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$525M +$30.3M 29 6.97% Increased
471
HRT Financial
HRT Financial
New York
$524M +$19.5M 79 6.39% Increased
472
EULAV Asset Management
EULAV Asset Management
Florida
$523M -$20.1M 20 20.61% Reduced
473
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$521M -$50.4M 7 8.14% Reduced
474
Waverton Investment Management
Waverton Investment Management
United Kingdom
$519M +$6.87M 6 16.02% Increased
475
CCP
Clarkston Capital Partners
Michigan
$515M +$900K 8 9.61% Increased