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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
651	LLL Lynrock Lake LP Rye Brook, New York	$524M	+$21.8M	9	42.28%	Increased
652	ACM Anomaly Capital Management New York	$519M	+$97M	4	15.27%	Increased
653	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$517M	-$19.6M	27	6.74%	Reduced
654	Picton Mahoney Asset Management Toronto, Ontario, Canada	$516M	+$8.19M	49	4.66%	Increased
655	Envestnet Portfolio Solutions Chicago, Illinois	$515M	-$20.2M	56	1.9%	Reduced
656	Munro Partners Melbourne, Australia	$514M	-$97.5M	8	13.93%	Reduced
657	SFC SEG Family Corp Toronto,	$510M	$0	1	100%	Maintained
658	BMC Battery Management Corp Boston, Massachusetts	$509M	-$15.9M	4	97.01%	Reduced
659	Tocqueville Asset Management New York	$509M	-$59.6M	27	7.4%	Reduced
660	Kentucky Retirement Systems Frankfort, Kentucky	$508M	-$8.36M	38	14.05%	Reduced
661	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$503M	+$16.4M	20	18.08%	Increased
662	Samlyn Capital New York	$503M	+$57.9M	2	6.92%	Increased
663	Douglass Winthrop Advisors New York	$501M	+$20.7M	15	8.72%	Increased
664	DPCM Darlington Partners Capital Management Greenbrae, California	$498M	+$52.9M	3	16.81%	Increased
665	BC Broadwood Capital New York	$498M	-$34.2M	1	29.95%	Reduced
666	Horizon Investments Charlotte, North Carolina	$497M	+$85.8M	48	6.52%	Increased
667	Jefferies Financial Group New York	$495M	+$70.1M	49	2.34%	Increased
668	Scharf Investments Los Gatos, California	$494M	-$71.2M	7	12.41%	Reduced
669	CCM Cadian Capital Management New York	$493M	-$72.1M	8	29.32%	Reduced
670	AG Avala Global New York	$491M	+$169M	6	20.27%	Increased
671	Brighton Jones LLC Seattle, Washington	$488M	-$1.64M	51	11.71%	Reduced
672	BNP Paribas Paris, France	$486M	-$7.3M	22	14.69%	Reduced
673	Disciplined Growth Investors Minneapolis, Minnesota	$486M	+$141M	12	8.81%	Increased
674	Oribel Capital Management New York	$486M	-$231M	5	15.27%	Reduced
675	Artemis Investment Management Edinburgh, United Kingdom	$483M	-$61.5M	6	6.01%	Reduced