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GENERAL ATLANTIC, L.P.

Q2 2025 · Filed 2025-08-14
Market Value
$3.5B
+19.2%
Holdings
15
+1
New Purchases
2
Added To
1
Closed
2
Reduced
2
Top 10 Concentration
98.9%
Turnover
26.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CHYM 18.72% 0.00% +18.72% $663M
DLO 20.46% 17.94% +2.53% $725M
AKRO 8.64% 7.13% +1.51% $306M
XP 14.56% 13.71% +0.85% $515M
EWCZ 2.08% 1.74% +0.34% $74M
ALMS 0.11% 0.00% +0.11% $4M
ADAG 0.21% 0.20% +0.01% $7M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ALHC 17.39% 38.22% -20.83% $616M
IMCR 0.00% 1.26% -1.26% $0
CNTA 3.59% 4.69% -1.09% $127M
ALKT 8.21% 8.52% -0.31% $291M
PHVS 3.74% 3.98% -0.24% $133M
SLRN 0.00% 0.22% -0.22% $0
RSKD 0.75% 0.83% -0.08% $27M
RPRX 1.53% 1.57% -0.05% $54M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $54M 1.5%
Mid Cap 7 $3.0B 83.5%
Small Cap 5 $524M 14.8%
Micro Cap 2 $7M 0.2%

Portfolio Analytics

Avg Market Cap
$4.4B
Median Market Cap
$2.7B
Avg P/E
51.5
Median P/E
28.4
Avg Dividend Yield
0.00%
Avg Beta
0.58
# Stocks
15
# ETFs / Funds
0

Top Holdings (15 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DLO 20.46% 63,906,695 $725M $11.34 $192M
2 CHYM 18.72% 19,208,760 $663M $34.51 +19,208,760 NEW
3 ALHC 17.39% 43,993,323 $616M $14.00 -$520M -17,000,000 -27.9%
4 XP 14.56% 25,517,733 $515M $20.20 $108M -4,100,000 -13.8%
5 AKRO 8.64% 5,733,989 $306M $53.36 $94M +500,000 +9.6%
6 ALKT 8.21% 9,645,318 $291M $30.14 $38M
7 PHVS 3.74% 7,531,252 $133M $17.60 $14M
8 CNTA 3.59% 9,681,818 $127M $13.14 -$12M
9 EWCZ 2.08% 13,110,492 $74M $5.63 $22M
10 RPRX 1.53% 1,500,000 $54M $36.03 $7M
11 RSKD 0.75% 5,324,998 $27M $4.99 $2M
12 ADAG 0.21% 3,825,952 $7M $1.95 $2M
13 ALMS 0.11% 1,297,530 $4M $3.00 +1,297,530 NEW
14 IMCR —% -$37M -1,261,684 -100.0% SOLD
15 SLRN —% -$7M -2,695,327 -100.0% SOLD

New Positions

SymbolValue% Port
CHYM $663M 18.72%
ALMS $4M 0.11%

Sold Out Positions

SymbolValue% Port
IMCR —%
SLRN —%
View SEC EDGAR Filings for GENERAL ATLANTIC, L.P. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms