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GENERAL ATLANTIC, L.P.

Q4 2025 · Filed 2026-02-17
Market Value
$2.9B
-10.9%
Holdings
15
+1
New Purchases
1
Added To
2
Closed
4
Reduced
3
Top 10 Concentration
99.1%
Turnover
33.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CHYM 18.65% 12.03% +6.62% $535M
RVMD 7.81% 3.59% +4.22% $224M
NRIX 3.24% 0.00% +3.24% $93M
DLO 22.99% 20.69% +2.30% $660M
PHVS 7.77% 6.22% +1.54% $223M
ALKT 9.64% 9.25% +0.39% $277M
RSKD 0.92% 0.77% +0.15% $26M
EWCZ 1.64% 1.62% +0.02% $47M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AKRO 0.00% 8.45% -8.45% $0
ALHC 9.06% 13.16% -4.10% $260M
CNTA 5.33% 7.29% -1.96% $153M
XP 12.95% 14.89% -1.94% $372M
RPRX 0.00% 1.64% -1.64% $0
ADAG 0.00% 0.23% -0.23% $0
ALMS 0.00% 0.16% -0.16% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $224M 7.8%
Mid Cap 7 $2.0B 69.0%
Small Cap 5 $666M 23.2%
Micro Cap 1 $0 0.0%

Portfolio Analytics

Avg Market Cap
$6.5B
Median Market Cap
$3.4B
Avg P/E
51.5
Median P/E
28.4
Avg Dividend Yield
0.00%
Avg Beta
0.68
# 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 22.99% 46,656,695 $660M $14.14 -$7M
2 CHYM 18.65% 21,259,683 $535M $25.17 $148M +2,050,923 +10.7%
3 XP 12.95% 22,699,133 $372M $16.37 -$108M -2,818,600 -11.1%
4 ALKT 9.64% 11,991,480 $277M $23.07 -$21M
5 ALHC 9.06% 13,167,733 $260M $19.75 -$164M -11,119,494 -45.8%
6 RVMD 7.81% 2,812,928 $224M $79.65 $108M +338,500 +13.7%
7 PHVS 7.77% 8,031,252 $223M $27.75 $22M
8 CNTA 5.33% 6,117,715 $153M $25.01 -$82M -3,564,103 -36.8%
9 NRIX 3.24% 4,897,159 $93M $18.97 +4,897,159 NEW
10 EWCZ 1.64% 13,110,492 $47M $3.60 -$5M
11 RSKD 0.92% 5,324,998 $26M $4.97 $2M
12 ALMS —% -$5M -1,297,530 -100.0% SOLD
13 ADAG —% -$8M -3,782,339 -100.0% SOLD
14 RPRX —% -$53M -1,500,000 -100.0% SOLD
15 AKRO —% -$272M -5,733,989 -100.0% SOLD

New Positions

SymbolValue% Port
NRIX $93M 3.24%

Sold Out Positions

SymbolValue% Port
ALMS —%
ADAG —%
RPRX —%
AKRO —%
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