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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
176
Aperio Group
Aperio Group
California
$1.02B +$66.1M 61 5.74% Increased
177
DF Dent & Co
DF Dent & Co
Maryland
$1.01B -$18.7M 18 26.07% Reduced
178
CIP
Champlain Investment Partners
Vermont
$1B +$73.7M 11 11.84% Increased
179
Tiger Global Management
Tiger Global Management
New York
$998M +$194M 4 6.77% Increased
180
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$991M +$376M 4 8.86% Increased
181
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$990M -$18.2M 38 15.45% Reduced
182
Parnassus Investments
Parnassus Investments
California
$989M -$408M 5 4.05% Reduced
183
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$987M +$7.48M 27 4.71% Increased
184
Jensen Investment Management
Jensen Investment Management
Oregon
$985M -$31.9M 10 13.31% Reduced
185
Glenmede Trust
Glenmede Trust
Pennsylvania
$970M -$28.1M 69 4.25% Reduced
186
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$964M +$128M 43 5.93% Increased
187
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$964M +$152M 31 6.14% Increased
188
Pershing Square Capital Management
Pershing Square Capital Management
New York
$962M +$755M 1 18.81% Increased
189
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$961M -$15.7M 22 8.42% Reduced
190
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$956M -$31.4M 4 13.04% Reduced
191
Coatue Management
Coatue Management
New York
$943M -$58.2M 5 7.7% Reduced
192
Sanders Capital
Sanders Capital
Florida
$930M +$25.2M 1 5.61% Increased
193
Eagle Asset Management
Eagle Asset Management
Florida
$924M -$51.8M 32 5.3% Reduced
194
AMF Tjänstepension
AMF Tjänstepension
Sweden
$924M -$23.6M 9 10.11% Reduced
195
PointState Capital
PointState Capital
New York
$918M -$50.5M 9 7.8% Reduced
196
Silver Lake Group
Silver Lake Group
California
$911M $0 2 26.52% Maintained
197
LSV Asset Management
LSV Asset Management
Illinois
$893M +$42.4M 10 1.47% Increased
198
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$873M +$197K 32 6.74% Increased
199
Longview Partners
Longview Partners
Guernsey
$872M +$88.7M 1 4.71% Increased
200
SCM
Steadfast Capital Management
New York
$870M +$10.8M 4 13.48% Increased