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GTCR LLC

Q1 2026 · Filed 2026-05-15
Market Value
$3.8B
+528.1%
Holdings
6
+2
New Purchases
2
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
33.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GPN 77.01% 0.00% +77.01% $2.9B
AJG 13.60% 0.00% +13.60% $514M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SHC 4.83% 66.62% -61.79% $183M
GOGO 2.47% 17.99% -15.52% $93M
MRVI 1.51% 10.88% -9.37% $57M
SEAT 0.59% 4.51% -3.92% $22M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $3.4B 90.6%
Mid Cap 1 $183M 4.8%
Small Cap 2 $150M 4.0%
Micro Cap 1 $22M 0.6%

Portfolio Analytics

Avg Market Cap
$12.7B
Median Market Cap
$2.8B
Avg P/E
37.5
Median P/E
37.9
Avg Dividend Yield
0.00%
Avg Beta
0.97
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GPN 77.01% 43,268,041 $2.9B $67.30 +43,268,041 NEW
2 AJG 13.60% 2,373,773 $514M $216.58 +2,373,773 NEW
3 SHC 4.83% 12,735,301 $183M $14.34 -$218M -10,000,000 -44.0%
4 GOGO 2.47% 23,239,011 $93M $4.02 -$15M
5 MRVI 1.51% 20,150,005 $57M $2.83 -$8M
6 SEAT 0.59% 3,768,633 $22M $5.91 -$5M

New Positions

SymbolValue% Port
GPN $2.9B 77.01%
AJG $514M 13.60%
View SEC EDGAR Filings for GTCR LLC →

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