← All themes

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
4801
HLCM
Hi-Line Capital Management
South Dakota
$0 -$239K 0 – Closed
4802
ICP
Indus Capital Partners
New York
$0 -$529K 0 – Closed
4803
JPC
Jabodon PT Co
Nevada
$0 -$8.4M 0 – Closed
4804
JCM
JD Capital Management
Connecticut
$0 -$2.37M 0 – Closed
4805
KAH
Kathryn A. Hall
$0 -$342K 0 – Closed
4806
KAM
Kirkoswald Asset Management
New York
$0 -$1M 0 – Closed
4807
KM
Kora Management
New York
$0 -$17.4M 0 – Closed
4808
KGAMU
KPS Global Asset Management (UK)
United Kingdom
$0 -$80.4M 0 – Closed
4809
KM
Kylin Management
New York
$0 -$5.6M 0 – Closed
4810
L1 Capital
L1 Capital
Australia
$0 -$12.3M 0 – Closed
4811
LCM
Lakewood Capital Management
New York
$0 -$10.9M 0 – Closed
4812
MA
MANA Advisors
New York
$0 -$1.89M 0 – Closed
4813
Masters Capital Management
Masters Capital Management
Georgia
$0 -$12.3M 0 – Closed
4814
MI
MMCAP International
Cayman Islands
$0 -$7.42M 0 – Closed
4815
NPGCU
Napier Park Global Capital (US)
New York
$0 -$46M 0 – Closed
4816
NVCHI
New Vernon Capital Holdings II
New Jersey
$0 -$1.57M 0 – Closed
4817
Oaktree Capital Management
Oaktree Capital Management
California
$0 -$4.13M 0 – Closed
4818
OCAM
Owl Creek Asset Management
New York
$0 -$530K 0 – Closed
4819
PFG
Pacific Financial Group
Washington
$0 -$47K 0 – Closed
4820
PCM
Parsifal Capital Management
Connecticut
$0 -$27.2M 0 – Closed
4821
PCM
Pathway Capital Management
California
$0 -$112M 0 – Closed
4822
PAM
Pinpoint Asset Management
Hong Kong
$0 -$4.25M 0 – Closed
4823
PS
Portfolio Solutions
Michigan
$0 -$207K 0 – Closed
4824
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
$0 -$2.12M 0 – Closed
4825
RCM
Radcliffe Capital Management
Pennsylvania
$0 -$10.7M 0 – Closed