— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Silver Lake Group, L.L.C.

Q4 2025 · Filed 2026-02-13
Market Value
$4.6B
+0.2%
Holdings
11
-1
New Purchases
0
Added To
0
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
18.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
U 33.27% 30.21% +3.07% $1.5B
EVCM 17.62% 16.22% +1.40% $812M
MSGS 10.66% 9.37% +1.29% $491M
AMPL 0.00% 0.00% +0.00% $181K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CAI 0.00% 3.48% -3.48% $0
FA 28.22% 29.93% -1.72% $1.3B
NABL 9.97% 10.41% -0.44% $460M
GDRX 0.21% 0.32% -0.12% $10M
O 0.00% 0.00% -0.00% $0
SNOW 0.05% 0.05% -0.00% $2M
SPG 0.01% 0.01% -0.00% $250K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $1.5B 33.3%
Mid Cap 3 $1.8B 38.9%
Small Cap 4 $1.3B 27.8%

Portfolio Analytics

Avg Market Cap
$19.5B
Median Market Cap
$4.4B
Avg P/E
101.7
Median P/E
54.3
Avg Dividend Yield
0.01%
Avg Beta
1.15
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 U 33.27% 34,735,404 $1.5B $44.17 $143M
2 FA 28.22% 89,557,840 $1.3B $14.53 -$77M
3 EVCM 17.62% 67,085,136 $812M $12.11 $66M
4 MSGS 10.66% 1,899,962 $491M $258.65 $60M
5 NABL 9.97% 61,473,869 $460M $7.48 -$20M
6 GDRX 0.21% 3,532,276 $10M $2.71 -$5M
7 SNOW 0.05% 9,471 $2M $219.36 -$59K
8 SPG 0.01% 1,350 $250K $185.11 -$3K
9 AMPL —% 15,616 $181K $11.58 $13K
10 O —% -$208K -3,450 -100.0% SOLD
11 CAI —% -$160M -5,291,006 -100.0% SOLD

Sold Out Positions

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

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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