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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
6751
MM
Monolith Management
Hong Kong
$0 -$21.1M 0 – Closed
6752
Mubadala Investment Company
Mubadala Investment Company
United Arab Emirates
$0 -$2.46M 0 – Closed
6753
MAMU
Myriad Asset Management US
Florida
$0 -$14.5M 0 – Closed
6754
NCMU
NAYA Capital Management (UK)
United Kingdom
$0 -$164M 0 – Closed
6755
NCA
Newbrook Capital Advisors
New York
$0 -$36.4M 0 – Closed
6756
NMC
Nine Masts Capital
Hong Kong
$0 -$4.28M 0 – Closed
6757
ODG
O'Dell Group
Ohio
$0 -$4.31M 0 – Closed
6758
OWP
Old Well Partners
North Carolina
$0 -$9.4M 0 – Closed
6759
OC
Optimas Capital
Hong Kong
$0 -$1.7M 0 – Closed
6760
OCAM
Owl Creek Asset Management
New York
$0 -$6.67M 0 – Closed
6761
PPW
PACK Private Wealth
Minnesota
$0 -$208K 0 – Closed
6762
PAM
Pamalican Asset Management
Hong Kong
$0 -$55.7M 0 – Closed
6763
PM
Parametrica Management
Hong Kong
$0 -$7.32M 0 – Closed
6764
PAR Capital Management
PAR Capital Management
Massachusetts
$0 -$1.67M 0 – Closed
6765
PHS
PFM Health Sciences
California
$0 -$11.6M 0 – Closed
6766
PIM
Pinnacle Investment Management
Hong Kong
$0 -$25.7M 0 – Closed
6767
PI
Point72 Italy
Italy
$0 -$2.42M 0 – Closed
6768
PHM
Prospect Hill Management
New Jersey
$0 -$316K 0 – Closed
6769
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
$0 -$30.9M 0 – Closed
6770
PAM
PSquared Asset Management
Switzerland
$0 -$27.9M 0 – Closed
6771
QGA
Q Global Advisors
Texas
$0 -$8.61M 0 – Closed
6772
RP
Regal Partners
Australia
$0 -$1.25M 0 – Closed
6773
RFS
Retirement Financial Solutions
Tennessee
$0 -$443K 0 – Closed
6774
RAM
Revere Asset Management
Texas
$0 -$6.3M 0 – Closed
6775
RL
RPO LLC
Connecticut
$0 -$114K 0 – Closed
269 270
271
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