Atairos Group, Inc.
Portfolio value QoQ: +44.0% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $358,166,800 · sells $0
Median holding: 5.5 quarters Tracked Q1 2025–Q2 2026 · 83.3% still held
Performance vs S&P 500
Annualized: -26.0% · S&P 500: +28.7%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Sector breakdown
Full portfolio 5 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| TNET | $895,064,906 | 50.98% | 18,085,773 | $236,200,196 | |||
| LUCK | $474,424,894 | 27.02% | 63,425,788 | $-53,277,662 | |||
| LTH | $358,166,800 | 20.40% | 8,770,000 | Up ×1 | |||
| CLVT | $26,481,270 | 1.51% | 12,259,847 | $-4,536,143 | |||
| XPOF | $1,560,806 | 0.09% | 225,550 | $202,995 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| LTH | $358,166,800 | 8,770,000 | 20.40% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| EXLS | Dec. 31, 2025 | 1,551,970 | $68,333,239 | -15.4% |