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GENERAL ATLANTIC, L.P.

Q1 2026 · Filed 2026-05-15
Market Value
$2.1B
-25.3%
Holdings
11
-4
New Purchases
0
Added To
1
Closed
1
Reduced
4
Top 10 Concentration
100.0%
Turnover
9.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XP 18.26% 12.95% +5.31% $392M
DLO 28.21% 22.99% +5.22% $605M
PHVS 10.58% 7.77% +2.81% $227M
EWCZ 3.53% 1.64% +1.89% $76M
ALKT 11.20% 9.64% +1.56% $240M
RSKD 0.97% 0.92% +0.05% $21M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ALHC 0.00% 9.06% -9.06% $0
RVMD 3.21% 7.81% -4.60% $69M
CNTA 2.51% 5.33% -2.82% $54M
NRIX 2.96% 3.24% -0.27% $64M
CHYM 18.56% 18.65% -0.08% $398M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $69M 3.2%
Mid Cap 5 $1.4B 67.5%
Small Cap 5 $627M 29.3%

Portfolio Analytics

Avg Market Cap
$6.1B
Median Market Cap
$3.4B
Avg P/E
57.3
Median P/E
25.5
Avg Dividend Yield
0.00%
Avg Beta
0.90
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DLO 28.21% 46,656,695 $605M $12.97 -$55M
2 CHYM 18.56% 21,259,683 $398M $18.73 -$137M
3 XP 18.26% 20,566,133 $392M $19.04 $20M -2,133,000 -9.4%
4 ALKT 11.20% 15,337,495 $240M $15.67 -$36M +3,346,015 +27.9%
5 PHVS 10.58% 8,031,252 $227M $28.25 $4M
6 EWCZ 3.53% 13,110,492 $76M $5.78 $29M
7 RVMD 3.21% 707,791 $69M $97.25 -$155M -2,105,137 -74.8%
8 NRIX 2.96% 4,101,865 $64M $15.50 -$29M -795,294 -16.2%
9 CNTA 2.51% 1,354,830 $54M $39.72 -$99M -4,762,885 -77.8%
10 RSKD 0.97% 5,324,998 $21M $3.92 -$6M
11 ALHC —% -$260M -13,167,733 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
ALHC —%
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