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TPG GP A, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$1.9B
-53.9%
Holdings
24
-6
New Purchases
0
Added To
1
Closed
16
Reduced
1
Top 10 Concentration
100.0%
Turnover
66.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LFST 44.31% 26.30% +18.01% $831M
LTH 34.62% 22.07% +12.55% $649M
SION 6.24% 1.72% +4.52% $117M
AMRX 5.32% 2.54% +2.78% $100M
CBLL 3.96% 1.87% +2.09% $74M
TRTX 2.92% 1.42% +1.50% $55M
BCAX 1.49% 0.96% +0.53% $28M
ALLO 1.13% 0.67% +0.46% $21M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TTAN 0.00% 11.94% -11.94% $0
PEGA 0.00% 3.46% -3.46% $0
WAY 0.00% 3.25% -3.25% $0
MTN 0.00% 2.83% -2.83% $0
LNG 0.00% 2.82% -2.82% $0
ENTG 0.00% 2.57% -2.57% $0
SHC 0.00% 1.94% -1.94% $0
UNH 0.00% 1.87% -1.87% $0
AMZN 0.00% 1.85% -1.85% $0
FERG 0.00% 1.83% -1.83% $0
CCCS 0.00% 1.77% -1.77% $0
CMCSA 0.00% 1.54% -1.54% $0
AMT 0.00% 1.47% -1.47% $0
LYV 0.00% 1.33% -1.33% $0
0JUJ.L 0.00% 1.00% -1.00% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $0 0.0%
Large Cap 7 $0 0.0%
Mid Cap 10 $1.6B 84.3%
Small Cap 5 $295M 15.7%

Portfolio Analytics

Avg Market Cap
$150.8B
Median Market Cap
$5.7B
Avg P/E
59.4
Median P/E
29.8
Avg Dividend Yield
0.03%
Avg Beta
0.90
# Stocks
24
# ETFs / Funds
0

Top Holdings (24 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LFST 44.31% 160,711,618 $831M $5.17 -$239M
2 LTH 34.62% 21,404,488 $649M $30.33 -$249M -8,344,418 -28.1%
3 SION 6.24% 6,744,962 $117M $17.35 $47M +60,000 +0.9%
4 AMRX 5.32% 12,328,767 $100M $8.09 -$4M
5 CBLL 3.96% 3,967,422 $74M $18.73 -$2M
6 TRTX 2.92% 7,086,779 $55M $7.72 -$3M
7 BCAX 1.49% 3,010,425 $28M $9.29 -$11M
8 ALLO 1.13% 18,716,306 $21M $1.13 -$6M
9 IGT —% -$40M -2,433,918 -100.0% SOLD
10 AMT —% -$60M -275,589 -100.0% SOLD
11 UNH —% -$76M -144,948 -100.0% SOLD
12 SHC —% -$79M -6,786,110 -100.0% SOLD
13 0JUJ.L —% -$41M -501,606 -100.0% SOLD
14 CCCS —% -$72M -7,988,284 -100.0% SOLD
15 FERG —% -$74M -464,941 -100.0% SOLD
16 MTN —% -$115M -718,869 -100.0% SOLD
17 CMCSA —% -$63M -1,698,667 -100.0% SOLD
18 WAY —% -$132M -3,543,270 -100.0% SOLD
19 PEGA —% -$141M -2,022,733 -100.0% SOLD
20 LNG —% -$115M -496,843 -100.0% SOLD
21 TTAN —% -$486M -5,107,469 -100.0% SOLD
22 ENTG —% -$104M -1,193,431 -100.0% SOLD
23 LYV —% -$54M -413,744 -100.0% SOLD
24 AMZN —% -$75M -396,110 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 1 Puts $0 Put Value

Top Puts

SymbolSharesValueStatus
MCD $0 SOLD

Sold Out Positions

SymbolValue% Port
LYV —%
AMT —%
MTN —%
FERG —%
LNG —%
UNH —%
ENTG —%
AMZN —%
PEGA —%
CMCSA —%
TTAN —%
SHC —%
WAY —%
0JUJ.L —%
IGT —%
View SEC EDGAR Filings for TPG GP A, LLC →

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