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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
576	MVG Madrona Venture Group Seattle, Washington	$416M	-$254M	2	55.23%	Reduced
577	FFA First Foundation Advisors Irvine, California	$415M	+$1.72M	24	15.48%	Increased
578	CLCM Center Lake Capital Management West Palm Beach, Florida	$414M	+$36.4M	10	67.33%	Increased
579	SoftBank Group Tokyo, Japan	$414M	+$502M	3	3.67%	New
580	Antipodes Partners Royal Exchange, Australia	$413M	-$51.1M	4	14.1%	Reduced
581	Gabelli Funds Rye, New York	$412M	+$16.6M	28	2.73%	Increased
582	Elliott Investment Management West Palm Beach, Florida	$411M	+$5.27M	2	2.95%	Increased
583	SRFM Shannon River Fund Management New York	$411M	-$226M	10	29.01%	Reduced
584	Marsico Capital Management Denver, Colorado	$410M	-$172M	10	12.55%	Reduced
585	Brinker Capital Investments Berwyn, Pennsylvania	$410M	+$771K	62	6.48%	Increased
586	D.A. Davidson & Co Great Falls, Montana	$408M	+$10.5M	39	4.74%	Increased
587	LCP LGT Capital Partners Pfaeffikon, Switzerland	$407M	-$82.7M	6	12.28%	Reduced
588	SG StepStone Group La Jolla, California	$407M	+$402M	5	26.38%	Increased
589	AssetMark Inc Concord, California	$407M	-$24.4M	63	1.82%	Reduced
590	Ruane, Cunniff & Goldfarb New York	$405M	+$15.1M	2	3.64%	Increased
591	IVMX Institutional Venture Management XV Menlo Park, California	$405M	+$405M	1	37.79%	New
592	MUFG Securities EMEA London, United Kingdom	$403M	-$356M	17	4.54%	Reduced
593	ICP ION Crossover Partners Herzliya Pituach, Israel	$403M	-$4.41M	2	88.04%	Reduced
594	AGF Investments Inc Toronto, Ontario, Canada	$403M	-$34.2M	41	3.09%	Reduced
595	Weiss Multi-Strategy Advisers New York	$402M	+$147M	46	8.65%	Increased
596	Atalanta Sosnoff Capital New York	$402M	-$29.1M	8	9.4%	Reduced
597	TA Trivest Advisors Hong Kong	$401M	+$153M	8	47.08%	Increased
598	TC TownSquare Capital Provo, Utah	$401M	+$56.5M	55	11.55%	Increased
599	Kovitz Investment Group Partners Chicago, Illinois	$401M	+$7.69M	14	7.97%	Increased
600	Douglass Winthrop Advisors New York	$400M	+$23.9M	17	9.79%	Increased