| Name of Fund | AUM | 13-F Portfolio Value | Last 13-F Filed | # Positions | Concentration in Top 10 | % Change (QoQ) |
|---|---|---|---|---|---|---|
| 12 WEST CAPITAL MANAGEMENT LP | $1.68 billion | $945.51 million | Q2 2025 | 17 | 87.05% | 39.54% |
| ABDIEL CAPITAL ADVISORS, LP | $3.31 billion | $1.07 billion | Q2 2025 | 8 | 100.00% | 10.29% |
| ALTIMETER CAPITAL MANAGEMENT, LP | $10.71 billion | $6.93 billion | Q2 2025 | 18 | 85.90% | 39.42% |
| ARK INVESTMENT MANAGEMENT LLC | $15.18 billion | $13.64 billion | Q2 2025 | 191 | 49.24% | 36.52% |
| ASHFORD CAPITAL MANAGEMENT INC | $791.75 million | $851.14 million | Q2 2025 | 102 | 36.10% | 9.75% |
| BARES CAPITAL MANAGEMENT, INC. | $2.72 billion | $1.03 billion | Q2 2025 | 22 | 98.33% | 20.92% |
| CAS INVESTMENT PARTNERS, LLC | $951.08 million | $2.05 billion | Q2 2025 | 4 | 100.00% | 33.28% |
| CAT ROCK CAPITAL MANAGEMENT LP | $1.58 billion | $793.83 million | Q2 2025 | 15 | 87.93% | 5.35% |
| CEDAR RIVER CAPITAL LLC | Between $25 to $100 million | |||||
| COATUE MANAGEMENT LLC | $58.58 billion | $35.90 billion | Q2 2025 | 70 | 22.37% | 58.26% |
| DRAGONEER INVESTMENT GROUP, LLC | $22.66 billion | $4.90 billion | Q2 2025 | 20 | 83.92% | 3.07% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | $15.17 billion | $12.50 billion | Q2 2025 | 416 | 16.93% | 20.48% |
| GABELLI FUNDS LLC | $21.01 billion | $14.08 billion | Q2 2025 | 1222 | 12.86% | 7.34% |
| GLADSTONE CAPITAL MANAGEMENT LLP | $1.79 billion | $969.18 million | Q2 2025 | 22 | 95.09% | -0.21% |
| GLYNN CAPITAL MANAGEMENT LLC | $1.69 billion | $444.78 million | Q2 2025 | 47 | 64.82% | 17.01% |
| GREENLEA LANE CAPITAL MANAGEMENT, LLC | $366.10 million | $355.48 million | Q2 2025 | 8 | 100.01% | 22.82% |
| ICONIQ CAPITAL, LLC | $84.19 billion | $5.92 billion | Q2 2025 | 404 | 82.89% | 5.04% |
| JERICHO CAPITAL ASSET MANAGEMENT L.P. | $3.97 billion | $7.51 billion | Q2 2025 | 30 | 58.44% | 36.56% |
| JS CAPITAL MANAGEMENT LLC | $109.00 million | Q2 2025 | 1 | 100.00% | -34.13% | |
| KORA MANAGEMENT LP | $1.20 billion | $813.67 million | Q2 2025 | 6 | 100.01% | 6.44% |
| LIGHT STREET CAPITAL MANAGEMENT, LLC | $821.20 million | $489.53 million | Q2 2025 | 26 | 74.00% | 36.70% |
| LONE PINE CAPITAL LLC | $17.47 billion | $14.05 billion | Q2 2025 | 24 | 60.80% | 21.36% |
| LVS ADVISORY | Below $25 million | 5 | ||||
| MATRIX CAPITAL MANAGEMENT COMPANY, LP | $12.09 billion | $222.78 million | Q2 2025 | 4 | 100.00% | -35.84% |
| MAVERICK CAPITAL LTD | $8.79 billion | $6.66 billion | Q2 2025 | 251 | 47.38% | 17.72% |
| POLEN CAPITAL MANAGEMENT LLC | $43.24 billion | $32.59 billion | Q2 2025 | 240 | 58.79% | 2.33% |
| PRESCOTT GENERAL PARTNERS LLC | $1.97 billion | $1.43 billion | Q2 2025 | 9 | 100.00% | 8.65% |
| SANDS CAPITAL MANAGEMENT, LLC | $45.00 billion | $34.83 billion | Q2 2025 | 66 | 49.06% | 18.49% |
| SCGE MANAGEMENT, L.P. | $8.76 billion | $4.77 billion | Q2 2025 | 20 | 70.97% | 37.38% |
| SHAWSPRING PARTNERS LLC | $932.34 million | $792.38 million | Q2 2025 | 10 | 100.00% | 8.88% |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | $2.28 billion | $2.71 billion | Q2 2025 | 9 | 100.01% | 40.75% |
| SYLEBRA CAPITAL LTD | $7.33 billion | $1.88 billion | Q3 2023 | 20 | 83.80% | -22.80% |
| THORNTREE CAPITAL PARTNERS LP | $752.30 million | $600.65 million | Q2 2025 | 17 | 68.25% | 32.59% |
| TIGER GLOBAL MANAGEMENT LLC | $55.96 billion | $34.08 billion | Q2 2025 | 50 | 64.78% | 28.16% |
| TYBOURNE CAPITAL MANAGEMENT (HK) LTD | $34.54 million | Q2 2025 | 6 | 100.00% | 46.63% | |
| WEDGEWOOD PARTNERS INC | $464.56 million | $515.19 million | Q2 2025 | 19 | 69.49% | 3.77% |
| WHALE ROCK CAPITAL MANAGEMENT LLC | $8.72 billion | $7.21 billion | Q2 2025 | 42 | 57.64% | 25.08% |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $4.41 billion | $5.13 billion | Q2 2025 | 105 | 51.84% | 25.01% |