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Lexington Partners L.P.

399 PARK AVENUE, FL.20, NEW YORK, NY 10022 • 212-754-0411

Q4 2025 · Filed 2026-02-10
Market Value
$339M
+2.7%
Holdings
6
+2
New Purchases
2
Added To
1
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MDLN 1.66% 0.00% +1.66% $6M
RBRK 0.09% 0.00% +0.09% $320K
ALEC 0.02% 0.01% +0.02% $83K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KRMN 95.49% 96.80% -1.31% $324M
IOT 0.00% 0.26% -0.26% $0
NABL 2.73% 2.93% -0.19% $9M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Industrials 96.8%
Technology 1.6%
Healthcare 1.6%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $6M 1.8%
Mid Cap 1 $324M 95.5%
Small Cap 1 $9M 2.7%
Micro Cap 1 $83K 0.0%

Portfolio Analytics

Avg Market Cap
$12.0B
Median Market Cap
$11.0B
Avg P/E
157.5
Median P/E
157.5
Avg Dividend Yield
—%
Avg Beta
0.67
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 KRMN 95.49% 4,430,213 $324M $73.17 $4M
2 NABL 2.73% 1,239,867 $9M $7.48 -$397K
3 MDLN 1.66% 134,232 $6M $42.00 +134,232 NEW
4 RBRK 0.09% 4,180 $320K $76.48 +4,180 NEW
5 ALEC 0.02% 53,488 $83K $1.56 $54K +43,380 +429.2%
6 IOT —% -$874K -23,454 -100.0% SOLD

New Positions

SymbolValue% Port
MDLN $6M 1.66%
RBRK $320K 0.09%

Sold Out Positions

SymbolValue% Port
IOT —%
View SEC EDGAR Filings for Lexington Partners L.P. →

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