Atairos Group, Inc.
CIK 1671122 · View on SEC EDGAR ↗
- Portfolio value
- $1.8B
- Positions
- 5
- As of
- June 30, 2026
Portfolio value QoQ: +44.0% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 4
- Effective number of positions
- 2.7
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: 6.0 quarters Tracked Q4 2024–Q2 2026 · 83.3% still held
- New positions
- 1
- Increased
- 0
- Decreased
- 0
- Closed
- 1
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: -27.2% · S&P 500: +18.0%
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.
Priceable coverage: 100.0% · Options excluded: 0.0%
Sector breakdown
Full portfolio 5 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| TNET TriNet Group, Inc. Common Stock | $895,064,906 | 50.98% | 18,085,773 | $236,200,196 | |||
| LUCK Lucky Strike Entertainment Corporation Class A Common Stock | $474,424,894 | 27.02% | 63,425,788 | $-53,277,662 | |||
| LTH Life Time Group Holdings, Inc. Common Stock | $358,166,800 | 20.40% | 8,770,000 | Up ×1 | |||
| CLVT Clarivate Plc Ordinary Shares | $26,481,270 | 1.51% | 12,259,847 | $-4,536,143 | |||
| XPOF Xponential Fitness, Inc. Class A Common Stock | $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 | -11.8% |