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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	Douglas Lane & Associates New York	$529M	-$49M	17	7.04%	Reduced
527	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$528M	-$1.08M	73	9.97%	Reduced
528	Dorsal Capital Management Redwood City, California	$525M	-$41.4M	7	30.18%	Reduced
529	NG Newmark Group New York	$525M	+$510M	1	100%	New
530	BWC Blue Whale Capital London, United Kingdom	$523M	+$49.1M	6	42.56%	Increased
531	TCG Tremblant Capital Group West Palm Beach, Florida	$520M	+$174M	5	18.65%	Increased
532	FA FDx Advisors Chicago, Illinois	$520M	+$38.4M	55	14.39%	Increased
533	UMB Bank Kansas City, Missouri	$520M	+$145M	86	6.56%	Increased
534	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$520M	+$885K	25	10.04%	Increased
535	OM OpenView Management Boston, Massachusetts	$519M	+$494M	2	100%	New
536	AGF Investments Inc Toronto, Ontario, Canada	$519M	+$48.8M	41	3.74%	Increased
537	Waverton Investment Management London, United Kingdom	$516M	-$13.7M	4	16.38%	Reduced
538	HM Payson & Co Portland, Maine	$515M	+$1.33M	63	11.2%	Increased
539	SCM Suvretta Capital Management New York	$513M	-$49.7M	2	9.94%	Reduced
540	AssetMark Inc Concord, California	$513M	+$44.2M	72	2.11%	Increased
541	Baupost Group Boston, Massachusetts	$512M	-$32.1M	2	5.05%	Reduced
542	Hudson Bay Capital Management Stamford, Connecticut	$509M	+$473M	10	5.17%	Increased
543	Ossiam Paris, France	$508M	+$18M	35	13.32%	Increased
544	Chicago Capital Chicago, Illinois	$508M	+$46.8M	25	18.9%	Increased
545	Chilton Investment Company Stamford, Connecticut	$507M	+$43.7M	8	10.65%	Increased
546	KCM Kensico Capital Management Greenwich, Connecticut	$506M	+$9.57M	3	15.05%	Increased
547	DAM Dorsey Asset Management Chicago, Illinois	$506M	+$114M	3	43.19%	Increased
548	Whittier Trust South Pasadena, California	$506M	+$4.18M	72	8.23%	Increased
549	Carson Wealth (CWM LLC) Omaha, Nebraska	$505M	+$516M	122	3.56%	New
550	AVA Atlas Venture Advisors Boston, Massachusetts	$505M	+$23	1	70.13%	Increased