General Atlantic portfolio
Private equity or venture capitalPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 6, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
General Atlantic reported a $2.9 bn portfolio of 12 positions to the SEC as of the end of Q2 2026. Its largest positions are LFTO, DLO, CHYM.
Sections with a free account
What it reported after the quarter end (Q2 2026)
The 13F shows the portfolio as of Jun 30, 2026. Since then General Atlantic has filed these own trades with the SEC (Form 4, when it owns more than 10% of a company or holds a role in it) and stakes above 5% (13D and 13G). It is not everything it did: only what it must report before the next 13F.
What changed this quarter
5 positions with a change (1 added to, 3 trimmed, 1 sold); also, 3 entered through an IPO, 2 exited through an acquisition or merger. 4 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Newly listedLiftoff MobileLFTO20.9% of the portfolio
- Newly listedSeaport TherapeuticsSPTX4.6% of the portfolio
- Newly listedParabilis MedicinesPBLS1.4% of the portfolio
It started trading this quarter: it appears in a 13F for the first time. The filing does not say whether the manager already held it before the listing, so it is not counted as a purchase.
- Alkami Technology+26%more sharesIncreased11.2% → 12.1%
- Revolution Medicines−49%fewer sharesReduced3.2% → 2.3%
- Pharvaris−18%fewer sharesReduced10.6% → 7.8%
- Nurix Therapeutics−26%fewer sharesReduced3.0% → 2.5%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Liftoff MobileLFTO20.9%
- DLocalDLO20.9%
- Chime FinancialCHYM15.0%
- Alkami TechnologyALKT12.1%
- XPXP11.5%
- PharvarisPHVS7.8%
- Seaport TherapeuticsSPTX4.6%
- Nurix TherapeuticsNRIX2.5%
- Revolution MedicinesRVMD2.3%
- Parabilis MedicinesPBLS1.4%
- RiskifiedRSKD0.9%
- Grove Collaborative HoldingsGROV0.1%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Financials 47%
- ● Information Technology 33%
- ● Health Care 19%
- ● Industrials 1%
How its portfolio changed (8 quarters)
Q2 2026: 12
Q2 2026: 99%
Q2 2026: 17.2%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: it is a private equity or venture firm; its stocks are usually holdings that went public. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Soleus Capital ManagementInvestment firm · $2.9 bn
- BIT Capital GmbHInvestment firm · $2.9 bn
- Caledonia (Private) Investments PtyInvestment firm · $2.9 bn
- James Hambro & Partners LLPInvestment firm · $2.9 bn
- Palestra Capital ManagementInvestment firm · $2.9 bn
- Hardman Johnston Global AdvisorsInvestment firm · $2.9 bn