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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	Dorsal Capital Management Redwood City, California	$409M	-$38.1M	5	26.61%	Reduced
502	PointState Capital New York	$407M	-$211M	2	10.1%	Reduced
503	PCM Palestra Capital Management New York	$403M	+$57.6M	2	19.06%	Increased
504	HM Payson & Co Portland, Maine	$403M	+$5.56M	60	10.32%	Increased
505	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$402M	+$17.7M	22	10.1%	Increased
506	PGH Partners Group Holding Baar-Zug, Switzerland	$399M	+$22.5M	4	23.5%	Increased
507	Bradley Foster & Sargent Hartford, Connecticut	$399M	-$26.4M	28	10.29%	Reduced
508	Kovitz Investment Group Partners Chicago, Illinois	$398M	+$66.2M	15	8.81%	Increased
509	HRT Financial New York	$398M	-$121M	68	4.36%	Reduced
510	Magnetar Financial Evanston, Illinois	$397M	+$269M	20	4.11%	Increased
511	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$396M	+$33.8M	29	6.11%	Increased
512	Nomura Holdings Tokyo, Japan	$396M	-$178M	54	1.36%	Reduced
513	TCCM Two Creeks Capital Management New York	$395M	+$116M	4	27.11%	Increased
514	Disciplined Growth Investors Minneapolis, Minnesota	$393M	-$49.7M	11	10.58%	Reduced
515	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$392M	+$18.4M	57	9.4%	Increased
516	Robeco Schweiz Zurich, Switzerland	$391M	+$45.9M	10	6.98%	Increased
517	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$391M	-$61.2M	7	19.24%	Reduced
518	WorldQuant Millennium Advisors New York	$386M	-$8.82M	28	11.05%	Reduced
519	SAM Shell Asset Management The Hague, Netherlands	$385M	-$4.17M	85	11.39%	Reduced
520	FAM Foxhaven Asset Management Charlottesville, Virginia	$385M	-$58.1M	2	17.4%	Reduced
521	Tower Research Capital (TRC) New York	$384M	-$645M	207	8.6%	Reduced
522	AAM Alpine Associates Management Palm Beach, Florida	$383M	+$177M	7	14.38%	Increased
523	TIAA FSB Jacksonville, Florida	$382M	-$756K	22	1.51%	Reduced
524	Junto Capital Management New York	$381M	-$172M	13	11.31%	Reduced
525	UMB Bank Kansas City, Missouri	$381M	-$5.76M	82	5.93%	Reduced