Arkolith/Funds/Advent International, L.P.

Advent International, L.P.

CIK 1034196
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Inactive

Advent International, L.P. holds a concentrated book of 30 stocks worth $4.2B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened BAKER HUGHES COMPANY and trimmed TAIWAN SEMICONDUCTOR MFG LTD. Their largest long position is NIQ GLOBAL INTELLIGENCE PLC at 40% of the equity book.

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Use Arkolith to show ADVENT INTERNATIONAL, L.P.'s latest
holdings, largest changes, and filing provenance.
Opened
6
new positions
Added to
5
existing
Trimmed
13
reduced
Sold out
0
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
79%
Top 10 holdings
89%
Top 20 holdings
98%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

33% mapped to company sectors

ETF / fund or unclassified
67%
Materials
24%
Information Technology
6%
Energy
2%
Utilities
1%
Consumer Discretionary
1%
Health Care
0%
Financials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • BAKER HUGHES COMPANY
    New$72.3M
  • ADVANCED MICRO DEVICES INC
    New$49.6M
  • ARES MANAGEMENT COROPATION
    95×$46.3M
  • New$28.2M
  • GFL ENVIRONMENTAL INC
    +117%$18.5M
  • SYNOPSYS INC
    +169%$17.3M
Trimmed / exited
  • BLUE OWL CAPITAL INC
    −100%$60.8M
  • CARPENTER TECHNOLOGY CORP
    −31%$41.2M
  • MARVELL TECHNOLOGY INC
    −35%$25.8M
  • NU HLDGS LTD
    −19%$24.5M
  • WORKDAY INC
    −67%$23.2M
  • TAIWAN SEMICONDUCTOR MFG LTD
    −15%$20.0M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

30 positions
#SecurityValueShares% PortLast moveHistory
1Niq Global Intelligence PLC
ORDINARY SHARES
$1.7B149.38M
40.0%
Held
2Olaplex Hldgs Inc
COM
$1.0B499.47M
23.9%
Held
3Waystar Hldg Corp
COM
$266.7M11.06M
6.3%
Held
4CI&T Inc
COM CL A
$251.7M49.64M
5.9%
Held
5Taiwan Semiconductor MFG Ltd
SPONSORED ADS
$116.2M343.9K
2.7%
−15%
Reduced · −59K sh
6Nu Hldgs Ltd
ORD SHS CL A
$104.8M7.29M
2.5%
−19%
Reduced · −1.7M sh
7Carpenter Technology Corp
COM
$93.3M236.7K
2.2%
−31%
Reduced · −104K sh
8NCS Multistage Holdings Inc
COM NEW
$91.4M1.48M
2.2%
Held
9Definitive Healthcare Corp
CLASS A COM
$76.9M62.49M
1.8%
Held
10Baker Hughes Company
CL A
$72.3M1.18M
1.7%
New
New position
11Solaris Energy Infras Inc
COM CL A
$70.1M1.24M
1.7%
−1.8%
Reduced · −22K sh
12Advanced Micro Devices Inc
COM
$49.6M243.9K
1.2%
New
New position
13Marvell Technology Inc
COM
$47.1M475.1K
1.1%
−35%
Reduced · −261K sh
14Ares Management Coropation
CL A COM STK
$46.8M428.7K
1.1%
95×
Added · +424K sh
15Group 1 Automotive Inc
COM
$38.9M117.8K
0.9%
−15%
Reduced · −20K sh
16GFL Environmental Inc
SUB VTG SHS
$34.3M823.0K
0.8%
+117%
Added · +444K sh
17Vistra Corp
COM
$28.2M187.5K
0.7%
New
New position
18Synopsys Inc
COM
$27.6M69.6K
0.7%
+169%
Added · +44K sh
19Dynatrace Inc
COM NEW
$24.7M667.1K
0.6%
−42%
Reduced · −476K sh
20Lithia MTRS Inc
COM
$23.8M95.3K
0.6%
−37%
Reduced · −56K sh
21Transdigm Group Inc
COM
$20.2M17.5K
0.5%
+167%
Added · +11K sh
22Workday Inc
CL A
$11.5M88.5K
0.3%
−67%
Reduced · −178K sh
23Intuit
COM
$9.9M23.0K
0.2%
+332%
Added · +18K sh
24Autodesk Inc
COM
$9.7M40.4K
0.2%
−21%
Reduced · −11K sh
25Agi Inc
COM SHS CL A
$8.2M1.13M
0.2%
New
New position
26Stepstone Group Inc
COM CL A
$5.7M120.1K
0.1%
New
New position
27Rapid Micro Biosystems Inc
CLASS A COM
$1.3M552.4K
0.0%
−4.4%
Reduced · −25K sh
28Equitable Hldgs Inc
COM
$475K12.8K
0.0%
−98%
Reduced · −522K sh
29Blue Owl Capital Inc
COM CL A
$271K29.7K
0.0%
−100%
Reduced · −6.7M sh
30Datadog Inc
CL A COM
$224K1.9K
0.0%
New
New position
Showing all 30 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202631$4.2B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202625$4.8B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202526$5.0B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202522$3.1B13F-HR
Q1 2025Mar 31, 2025May 15, 202525$3.2B13F-HR
Q4 2024Dec 31, 2024Feb 14, 202524$4.3B13F-HR
Q3 2024Sep 30, 2024Nov 14, 202423$4.7B13F-HR
Q2 2024Jun 30, 2024Aug 14, 202424$4.2B13F-HR
Q1 2024Mar 31, 2024May 15, 202420$5.7B13F-HR
Q4 2023Dec 31, 2023Feb 14, 202421$7.5B13F-HR
Q3 2023Sep 30, 2023Nov 14, 202321$8.4B13F-HR
Q2 2023Jun 30, 2023Aug 14, 202322$8.6B13F-HR
Q1 2023Mar 31, 2023May 15, 202326$8.2B13F-HR
Q4 2022Dec 31, 2022Feb 14, 202327$8.6B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202228$11.2B13F-HR
Q2 2022Jun 30, 2022Aug 15, 202227$14.3B13F-HR
Q1 2022Mar 31, 2022May 13, 202227$16.3B13F-HR
Q4 2021Dec 31, 2021Feb 14, 202228$24.0B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202127$21.6B13F-HR
Q2 2021Jun 30, 2021Aug 13, 202117$2.1B13F-HR
Q1 2021Mar 31, 2021May 14, 202116$1.7B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202117$2.0B13F-HR
Q3 2020Sep 30, 2020Nov 13, 202017$1.8B13F-HR
Q2 2020Jun 30, 2020Aug 18, 202013$1.9B13F-HR/A

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.