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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
526
PP
PDT Partners
New York
$232M -$19M 31 13.09% Reduced
527
LSCM
Light Street Capital Management
California
$231M -$73.4M 4 15.45% Reduced
528
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$230M -$78.5M 3 4.53% Reduced
529
TCCM
Two Creeks Capital Management
New York
$230M +$2.15M 2 15.54% Increased
530
RCW
Rheos Capital Works
Japan
$227M -$37.1M 3 27.66% Reduced
531
BCIM
Black Creek Investment Management
Ontario, Canada
$226M -$45.4M 2 7.71% Reduced
532
EC
Eminence Capital
New York
$225M -$297M 1 3.36% Reduced
533
Glenview Capital Management
Glenview Capital Management
New York
$224M +$70.8M 1 2% Increased
534
IAM
Iridian Asset Management
Connecticut
$224M -$47.1M 1 2.85% Reduced
535
Achmea Investment Management
Achmea Investment Management
Netherlands
$224M +$11.6M 26 9.31% Increased
536
AAM
AO Asset Management
New York
$223M +$5.68M 6 24.39% Increased
537
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$222M $0 4 8.96% Maintained
538
SDJVC
St. Denis J. Villere & Co
Louisiana
$221M +$7.53M 4 14.46% Increased
539
Gofen & Glossberg
Gofen & Glossberg
Illinois
$220M +$1.69M 16 7.79% Increased
540
Chilton Investment Company
Chilton Investment Company
Connecticut
$220M +$451K 4 7.71% Increased
541
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$219M +$9.8M 41 5.22% Increased
542
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$219M +$83.8M 6 7.48% Increased
543
SRIM
Saratoga Research & Investment Management
California
$219M -$11.9M 4 14.92% Reduced
544
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$218M -$7.97M 10 6.51% Reduced
545
DCM
Dupont Capital Management
Delaware
$218M -$17.7M 45 4.97% Reduced
546
H
Hexavest
Quebec, Canada
$217M +$18.8M 5 2.75% Increased
547
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$215M +$18.4M 64 0.94% Increased
548
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$215M +$12.5M 14 2.47% Increased
549
IG
Ithaka Group
Virginia
$214M +$2.12M 8 34.06% Increased
550
SAM
Securian Asset Management
Minnesota
$213M -$219K 33 5.08% Reduced
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