Sixth Street Partners Management Company, L.P.
Dallas, TX
$579m in 7 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 14.7% of the portfolio this quarter.
Value
$579m
Stocks
7
Top 10 share
100.0%
Turnover
14.7%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Caris Life SciencesCAI22.5% of the fund-49%
- Essent GroupESNT2.2% of the fund-50%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Pg&ePCG | 39.5% | $229m | 13,609,288 | Held |
| Caris Life SciencesCAI | 22.5% | $131m | 7,327,041 | -49% |
| Atlanta Braves HoldingsBATRK | 13.9% | $81m | 1,551,322 | Held |
| MasterBrandMBC | 8.7% | $50m | 4,905,383 | Held |
| Sixth Street Specialty LendingTSLX | 8.0% | $47m | 2,714,226 | Held |
| SprinklrCXM | 5.1% | $29m | 5,670,000 | Held |
| Essent GroupESNT | 2.2% | $13m | 200,000 | -50% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 54.0% since 30 June 2025.
Where the money is
Utilities39.5%
Retail & consumer22.6%
Health care22.5%
Technology5.1%
Financial services2.2%
Other8.0%
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.