| 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 | $592.38 million | Q1 2026 | 20 | 86.75% | -29.45% |
| ABDIEL CAPITAL ADVISORS, LP | $3.31 billion | $52.05 million | Q1 2026 | 5 | 100.00% | -26.66% |
| ALTIMETER CAPITAL MANAGEMENT, LP | $10.71 billion | $5.70 billion | Q1 2026 | 13 | 98.55% | -14.45% |
| ARK INVESTMENT MANAGEMENT LLC | $15.18 billion | $12.86 billion | Q1 2026 | 182 | 40.11% | -14.65% |
| ASHFORD CAPITAL MANAGEMENT INC | $791.75 million | $809.20 million | Q1 2026 | 99 | 39.84% | -9.85% |
| BARES CAPITAL MANAGEMENT, INC. | $2.72 billion | $1.08 billion | Q3 2025 | 24 | 96.37% | 5.23% |
| CAS INVESTMENT PARTNERS, LLC | $951.08 million | $1.75 billion | Q1 2026 | 5 | 100.01% | -25.20% |
| CAT ROCK CAPITAL MANAGEMENT LP | $1.58 billion | $643.62 million | Q1 2026 | 14 | 88.92% | -7.71% |
| CEDAR RIVER CAPITAL LLC | Between $25 to $100 million | |||||
| COATUE MANAGEMENT LLC | $58.58 billion | $29.06 billion | Q1 2026 | 62 | 59.05% | -27.29% |
| DRAGONEER INVESTMENT GROUP, LLC | $22.66 billion | $3.00 billion | Q1 2026 | 17 | 94.27% | -34.54% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | $15.17 billion | $13.60 billion | Q1 2026 | 355 | 16.77% | -7.59% |
| GABELLI FUNDS LLC | $21.01 billion | $14.81 billion | Q1 2026 | 1264 | 12.43% | 0.23% |
| GLADSTONE CAPITAL MANAGEMENT LLP | $1.79 billion | $995.94 million | Q1 2026 | 32 | 89.85% | 2.75% |
| GLYNN CAPITAL MANAGEMENT LLC | $1.69 billion | $209.23 million | Q1 2026 | 42 | 67.16% | -28.13% |
| GREENLEA LANE CAPITAL MANAGEMENT, LLC | $366.10 million | $344.29 million | Q1 2026 | 9 | 100.01% | 0.48% |
| HUDSON BAY CAPITAL MANAGEMENT LP | $28.98 billion | Q1 2026 | 1378 | 27.33% | -4.48% | |
| ICONIQ CAPITAL, LLC | $84.19 billion | $4.46 billion | Q1 2026 | 82 | 82.20% | -32.56% |
| JERICHO CAPITAL ASSET MANAGEMENT L.P. | $3.97 billion | $6.76 billion | Q1 2026 | 23 | 69.98% | -22.93% |
| JS CAPITAL MANAGEMENT LLC | $109.00 million | Q1 2026 | 1 | 100.00% | -34.01% | |
| KORA MANAGEMENT LP | $1.20 billion | $701.53 million | Q1 2026 | 9 | 100.01% | -6.55% |
| LIGHT STREET CAPITAL MANAGEMENT, LLC | $821.20 million | $534.23 million | Q1 2026 | 24 | 74.43% | -17.79% |
| LONE PINE CAPITAL LLC | $17.47 billion | $12.54 billion | Q1 2026 | 36 | 51.59% | -7.84% |
| LVS ADVISORY | Below $25 million | 5 | ||||
| MATRIX CAPITAL MANAGEMENT COMPANY, LP | $12.09 billion | $46.31 million | Q1 2026 | 1 | 100.00% | -19.62% |
| MAVERICK CAPITAL LTD | $8.79 billion | $8.67 billion | Q1 2026 | 241 | 39.97% | -6.93% |
| POLEN CAPITAL MANAGEMENT LLC | $43.24 billion | $14.46 billion | Q1 2026 | 221 | 56.33% | -38.28% |
| PRESCOTT GENERAL PARTNERS LLC | $1.97 billion | $1.37 billion | Q1 2026 | 10 | 100.00% | -2.55% |
| SANDS CAPITAL MANAGEMENT, LLC | $45.00 billion | $25.49 billion | Q1 2026 | 67 | 52.38% | -22.47% |
| SCGE MANAGEMENT, L.P. | $8.76 billion | $3.30 billion | Q1 2026 | 21 | 79.27% | -24.83% |
| SHAWSPRING PARTNERS LLC | $932.34 million | $267.61 million | Q1 2026 | 12 | 94.24% | -49.61% |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | $2.28 billion | $2.80 billion | Q1 2026 | 11 | 99.44% | -18.77% |
| SQN INVESTORS LP | $279.12 million | $12.75 million | Q3 2025 | 1 | 100.00% | 0.00% |
| SYLEBRA CAPITAL LTD | $7.33 billion | $1.88 billion | Q3 2023 | 20 | 83.80% | -22.80% |
| THORNTREE CAPITAL PARTNERS LP | $752.30 million | $563.53 million | Q1 2026 | 16 | 78.18% | -5.75% |
| TIGER GLOBAL MANAGEMENT LLC | $55.96 billion | $22.85 billion | Q1 2026 | 54 | 69.50% | -23.12% |
| TYBOURNE CAPITAL MANAGEMENT (HK) LTD | $30.93 million | Q3 2025 | 4 | 100.00% | -10.44% | |
| WEDGEWOOD PARTNERS INC | $464.56 million | $484.29 million | Q1 2026 | 22 | 63.75% | -9.56% |
| WHALE ROCK CAPITAL MANAGEMENT LLC | $8.72 billion | $7.74 billion | Q1 2026 | 35 | 51.39% | -1.00% |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $4.41 billion | $4.38 billion | Q2 2026 | 109 | 38.41% | 25.89% |