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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
501	IEQ Capital Foster City, California	$513M	+$95.8M	51	13.63%	Increased
502	IVMX Institutional Venture Management XVI Menlo Park, California	$513M	-$81.9M	2	59.65%	Reduced
503	HCM Hitchwood Capital Management New York	$513M	+$83.3M	13	14.81%	Increased
504	HP Harbourvest Partners Boston, Massachusetts	$513M	-$12M	11	48.16%	Reduced
505	WorldQuant Millennium Advisors New York	$510M	+$44.1M	27	11.17%	Increased
506	Clal Insurance Tel-Aviv, Israel	$507M	+$46.7M	10	5.79%	Increased
507	CRCM Cat Rock Capital Management Greenwich, Connecticut	$506M	-$65.1M	4	44.37%	Reduced
508	LCG Luxor Capital Group New York	$505M	-$76.1M	13	4.52%	Reduced
509	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$504M	+$29.5M	2	11.24%	Increased
510	Zacks Investment Management Chicago, Illinois	$504M	-$8.92M	25	7.95%	Reduced
511	Johnson Investment Counsel Cincinnati, Ohio	$503M	-$29.5M	27	6.74%	Reduced
512	ExodusPoint Capital Management New York	$501M	-$272M	95	6.76%	Reduced
513	Norinchukin Bank Tokyo, Japan	$497M	+$21.7M	33	6.9%	Increased
514	GCM Glynn Capital Management Menlo Park, California	$496M	-$55.4M	15	43.51%	Reduced
515	Banco Santander Madrid, Spain	$495M	+$39.6M	34	2.66%	Increased
516	Royce & Associates New York	$485M	+$62.4M	39	3.63%	Increased
517	AP Altarock Partners West Palm Beach, Florida	$485M	+$261M	1	13.08%	Increased
518	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$483M	-$8.43M	98	5.01%	Reduced
519	Advisors Asset Management Monument, Colorado	$482M	-$30.7M	74	7.27%	Reduced
520	MML Investors Services Springfield, Massachusetts	$481M	+$27M	78	3.83%	Increased
521	First Pacific Advisors El Segundo, California	$479M	-$23.3M	20	6.21%	Reduced
522	SW SVB Wealth Boston, Massachusetts	$476M	-$5.63M	29	6.12%	Reduced
523	Ossiam Paris, France	$476M	-$37.3M	32	13.47%	Reduced
524	Cincinnati Financial Corp Fairfield, Ohio	$476M	$0	4	11.69%	Maintained
525	GHP Great Hill Partners Boston, Massachusetts	$470M	$0	1	100%	Maintained