← 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
476
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$384M +$631K 10 10.87% Increased
477
LSCM
Light Street Capital Management
California
$384M -$67.6M 8 12.07% Reduced
478
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$383M +$373M 19 11.22% New
479
Chicago Capital
Chicago Capital
Illinois
$380M -$10.5M 19 19.56% Reduced
480
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$379M +$54.1M 111 5.62% Increased
481
Dorsal Capital Management
Dorsal Capital Management
California
$379M -$49.6M 4 29.22% Reduced
482
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$377M -$10.9M 17 10.28% Reduced
483
Daiwa Securities Group
Daiwa Securities Group
Japan
$375M -$5.35M 60 3.4% Reduced
484
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$372M +$11M 36 6.68% Increased
485
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$371M +$5.6M 14 10.38% Increased
486
Ossiam
Ossiam
France
$371M +$133M 29 15.53% Increased
487
Advent International
Advent International
Massachusetts
$367M +$116M 7 20.46% Increased
488
Munro Partners
Munro Partners
Australia
$359M +$96.7M 6 23.38% Increased
489
Scharf Investments
Scharf Investments
California
$357M -$26.5M 3 15.4% Reduced
490
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$357M +$27.3M 4 10.87% Increased
491
Chilton Investment Company
Chilton Investment Company
Connecticut
$353M +$22.5M 7 10.41% Increased
492
CLCM
Center Lake Capital Management
Florida
$351M -$86M 8 73.8% Reduced
493
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$350M +$10.6M 69 11.91% Increased
494
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$349M +$343M 1 4.15% New
495
MAMU
Marathon Asset Management (UK)
United Kingdom
$346M -$11.1M 3 5.45% Reduced
496
BOK Financial
BOK Financial
Oklahoma
$346M +$10.4M 43 7.6% Increased
497
Tocqueville Asset Management
Tocqueville Asset Management
New York
$343M -$13.9M 36 6.57% Reduced
498
Starboard Value
Starboard Value
New York
$343M +$2.29M 3 10.19% Increased
499
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$340M +$134M 53 6.66% Increased
500
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$340M +$515K 16 5.14% Increased