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Silver Lake Group, L.L.C.

Q3 2025 · Filed 2025-11-14
Market Value
$4.6B
-8.5%
Holdings
12
-1
New Purchases
1
Added To
0
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
16.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
U 30.21% 16.71% +13.50% $1.4B
EVCM 16.22% 14.00% +2.22% $747M
MSGS 9.37% 7.89% +1.48% $431M
CAI 3.48% 2.81% +0.67% $160M
NABL 10.41% 9.90% +0.52% $479M
FA 29.93% 29.57% +0.37% $1.4B
O 0.00% 0.00% +0.00% $208K
SNOW 0.05% 0.04% +0.00% $2M
SPG 0.01% 0.00% +0.00% $253K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GB 0.00% 18.72% -18.72% $0
GDRX 0.32% 0.35% -0.03% $15M
AMPL 0.00% 0.00% -0.00% $167K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $1.4B 30.3%
Mid Cap 3 $2.0B 42.8%
Small Cap 5 $1.2B 27.0%

Portfolio Analytics

Avg Market Cap
$18.0B
Median Market Cap
$3.5B
Avg P/E
91.3
Median P/E
50.1
Avg Dividend Yield
0.01%
Avg Beta
1.09
# Stocks
12
# ETFs / Funds
0

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 U 30.21% 34,735,404 $1.4B $40.04 $550M
2 FA 29.93% 89,557,840 $1.4B $15.39 -$109M
3 EVCM 16.22% 67,085,136 $747M $11.13 $42M
4 NABL 10.41% 61,473,869 $479M $7.80 -$18M
5 MSGS 9.37% 1,899,962 $431M $227.00 $34M
6 CAI 3.48% 5,291,006 $160M $30.25 $19M
7 GDRX 0.32% 3,532,276 $15M $4.23 -$3M
8 SNOW 0.05% 9,471 $2M $225.55 $17K
9 SPG 0.01% 1,350 $253K $187.67 $36K
10 O —% 3,450 $208K $60.24 +3,450 NEW
11 AMPL —% 15,616 $167K $10.72 -$26K
12 GB —% -$942M -126,102,310 -100.0% SOLD

New Positions

SymbolValue% Port
O $208K —%

Sold Out Positions

SymbolValue% Port
GB —%
View SEC EDGAR Filings for Silver Lake Group, L.L.C. →

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