WARBURG PINCUS LLC

CIK 1162870 · View on SEC EDGAR ↗

Portfolio value
$187.0M
#6,670 of 9,443 by 13F value · top 70.6%
Positions
1
As of
June 30, 2026

Portfolio value QoQ: -45.6% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
1
Effective number of positions
1.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 70.5% Est. buys $186,992,700 · sells $343,468,633

Median holding: 3.5 quarters Tracked Q4 2024–Q2 2026 · 12.5% still held

New positions
1
Increased
0
Decreased
0
Closed
3
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+29.0%
S&P 500 total return (same window)
+28.1%
Excess return
+0.9%

Annualized: +18.5% · 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: 98.5% · Options excluded: 0.0%

Sector breakdown

Financials
100.0%

Full portfolio 1 positions

Type Streak 8Q trend
OCFC OceanFirst Financial Corp. - Common Stock $186,992,700 100.00% 9,574,639 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
OCFC $186,992,700 9,574,639 100.00%

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.

SecurityQuarter Shares before Value before Price since exit
SHC June 30, 2026 19,102,952 $273,936,332 7.3%
VSAT June 30, 2025 8,390,687 $87,430,959 414.4%
DCBO March 31, 2026 3,630,715 $80,601,873 40.8%
BANC June 30, 2026 2,640,244 $46,415,490 -7.7%
CWAN June 30, 2026 977,455 $23,116,811 No longer tracked
REI Sept. 30, 2025 14,393,652 $11,370,985 No longer tracked
VTLE June 30, 2025 150,113 $3,185,398 No longer tracked