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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
901	Cadian Capital Management New York	$222M	+$69.7M	6	16.8%	Increased
902	Locust Wood Capital Advisers New York	$222M	+$28M	1	5.34%	Increased
903	GCQ Funds Management Sydney, Australia	$222M	+$26.8M	4	30.72%	Increased
904	First American Bank Dundee, Illinois	$221M	-$4.4M	11	12.36%	Reduced
905	Snowden Capital Advisors New York	$221M	-$2.22M	38	5.22%	Reduced
906	Hantz Financial Services Southfield, Michigan	$220M	-$34.7M	80	2.98%	Reduced
907	Franklin Street Advisors Chapel Hill, North Carolina	$220M	-$9.07M	6	12.31%	Reduced
908	Copeland Capital Management Conshohocken, Pennsylvania	$220M	+$14.5M	18	4.52%	Increased
909	Evergreen Capital Management Bellevue, Washington	$220M	+$22M	60	3.86%	Increased
910	Nan Shan Life Insurance Taipei City, Taiwan	$220M	-$36.7M	3	6.88%	Reduced
911	First Citizens Bank & Trust Raleigh, North Carolina	$220M	+$5.44M	24	3.28%	Increased
912	XN LP New York	$219M	-$55.3M	3	5.76%	Reduced
913	SH Spear Holdings Dubai, United Arab Emirates	$218M	+$120M	2	12.99%	Increased
914	PO PBCay One Dubai, United Arab Emirates	$218M	+$120M	2	12.51%	Increased
915	L1 Capital International Sydney NSW 2000, Australia	$215M	-$76.2M	3	12.61%	Reduced
916	Axxcess Wealth Management Carlsbad, California	$215M	+$42.3M	23	3.43%	Increased
917	Wealthspire Advisors (New York) New York	$215M	+$82.7M	27	1.19%	Increased
918	Sculptor Capital New York	$215M	+$166M	4	1.75%	Increased
919	Compass Capital Management Minneapolis, Minnesota	$215M	-$3.31M	6	12.98%	Reduced
920	Capula Management Grand Cayman, Cayman Islands	$214M	+$33.8M	13	0.76%	Increased
921	Skye Global Management West Palm Beach, Florida	$213M	-$40.5M	1	4.15%	Reduced
922	SFG Sather Financial Group Victoria, Texas	$213M	+$37.6M	5	12.22%	Increased
923	Greenvale Capital London, United Kingdom	$213M	-$55.6M	2	23.26%	Reduced
924	SC SRB Corp Boston, Massachusetts	$212M	-$2.9M	1	11.4%	Reduced
925	Dorsal Capital Management Redwood City, California	$212M	-$166M	2	7.5%	Reduced