Atairos Group
Bryn Mawr, PAfiles as Atairos Group, Inc.
$1.8bn in 5 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 20.4% of the portfolio this quarter.
Value
$1.8bn
Stocks
5
Top 10 share
100.0%
Turnover
20.4%
What changed this quarter
New
Bought for the first time this quarter.
- Life Time Group HoldingsLTH20.4% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Trinet GroupTNET | 51.0% | $895m | 18,085,773 | Held |
| Lucky Strike EntertainmentLUCK | 27.0% | $474m | 63,425,788 | Held |
| Life Time Group HoldingsLTH | 20.4% | $358m | 8,770,000 | New |
| ClarivateCLVT | 1.5% | $26m | 12,259,847 | Held |
| Xponential FitnessXPOF | <0.1% | $2m | 225,550 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 13.3% since 30 June 2025.
Where the money is
Technology52.5%
Retail & consumer47.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.