General Atlantic, L.P.
New York, NY
$2.9bn in 12 US stocks at the end of 30 June 2026. The top 10 are 99.0% of the money. It changed about 27.8% of the portfolio this quarter.
Value
$2.9bn
Stocks
12
Top 10 share
99.0%
Turnover
27.8%
What changed this quarter
New
Bought for the first time this quarter.
- Liftoff MobileLFTO20.9% of the fund
- Seaport TherapeuticsSPTX4.6% of the fund
- Parabilis MedicinesPBLS1.4% of the fund
Added
Bought more of a stock they already held.
- Alkami TechnologyALKT12.1% of the fund+26%
Cut
Sold some of their stake.
- PharvarisPHVS7.8% of the fund-18%
- Nurix TherapeuticsNRIX2.5% of the fund-26%
- Revolution MedicinesRVMD2.3% of the fund-49%
Sold out
Sold their entire stake.
- European WAX CTREWCZ-100%
- Centessa Pharmaceuticals-100%
- WebullBULL-100%
Holdings
- Liftoff MobileLFTO
- Share
- 20.9%
- Value
- $608m
- Shares
- 25,315,646
New
- Seaport TherapeuticsSPTX
- Share
- 4.6%
- Value
- $133m
- Shares
- 6,101,582
New
- Parabilis MedicinesPBLS
- Share
- 1.4%
- Value
- $42m
- Shares
- 1,538,461
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Liftoff MobileLFTO | 20.9% | $608m | 25,315,646 | New |
| dLocalDLO | 20.9% | $606m | 46,656,695 | Held |
| Chime FinancialCHYM | 15.0% | $435m | 21,259,683 | Held |
| Alkami TechnologyALKT | 12.1% | $351m | 19,379,038 | +26% |
| XPXP | 11.5% | $334m | 20,566,133 | Held |
| PharvarisPHVS | 7.8% | $227m | 6,550,757 | -18% |
| Seaport TherapeuticsSPTX | 4.6% | $133m | 6,101,582 | New |
| Nurix TherapeuticsNRIX | 2.5% | $74m | 3,032,185 | -26% |
| Revolution MedicinesRVMD | 2.3% | $67m | 357,791 | -49% |
| Parabilis MedicinesPBLS | 1.4% | $42m | 1,538,461 | New |
| RiskifiedRSKD | 0.9% | $27m | 5,324,998 | Held |
| Grove Collaborative HoldingsGROV | 0.1% | $3m | 2,474,859 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 19.9% since 30 June 2025.
Where the money is
Technology54.8%
Financial services26.5%
Health care18.6%
Retail & consumer0.1%
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.