Darlington Partners Capital Management, LP holds a concentrated book of 10 stocks worth $2.2B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). Their largest long position is TPG Inc at 16% of the equity book. Cloning the disclosed picks since 2022 would be +29% (+5.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +44.8%, a 15.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Darlington Partners Capital Management, LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Darlington Partners Capital Management, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 14 / 10 | $31.2B |
| VANGUARD CAPITAL MANAGEMENT LLC | 14 / 10 | $22.8B |
| MORGAN STANLEY | 14 / 10 | $13.7B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14 / 10 | $11.6B |
| BANK OF AMERICA CORP /DE/ | 14 / 10 | $5.4B |
| JPMORGAN CHASE & CO | 14 / 10 | $4.6B |
| FMR LLC | 14 / 10 | $3.9B |
| NORTHERN TRUST CORP | 14 / 10 | $3.8B |
Ranked by how many of Darlington Partners Capital Management, LP's top 10 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | TPG Inc COM CL A | $364.6M | 9.00M | 16.4% | ▲+83% Added · +4.1M sh | |
| 2 | Salesforce Inc COM | $291.6M | 1.56M | 13.1% | ▲+25% Added · +310K sh | |
| 3 | Shift4 PMTS Inc CL A | $287.6M | 6.58M | 12.9% | ▲+18% Added · +1.0M sh | |
| 4 | Tko Group Holdings Inc CL A | $272.3M | 1.35M | 12.2% | —Held | |
| 5 | LPL Finl Hldgs Inc COM | $268.6M | 893.0K | 12.1% | ▲+14% Added · +110K sh | |
| 6 | Global E Online Ltd SHS | $214.8M | 6.96M | 9.6% | ▲+85% Added · +3.2M sh | |
| 7 | Warner Music Group Corp COM CL A | $192.9M | 7.55M | 8.7% | ▲+14% Added · +900K sh | |
| 8 | Six Flags Entertainment Corp COM | $154.4M | 8.70M | 6.9% | ▲+67% Added · +3.5M sh | |
| 9 | Lineage Inc COM | $90.7M | 2.77M | 4.1% | ▲+72% Added · +1.2M sh | |
| 10 | Accel Entertainment Inc COM CL A1 | $88.4M | 8.10M | 4.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1854440/holdings"
Use Arkolith to show DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 10 | $2.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 14 | $2.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 14 | $3.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 14 | $3.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 14 | $3.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 14 | $2.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 13 | $2.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Sep 10, 2024 | 11 | $2.0B | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 13 | $1.7B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 16 | $1.7B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 15 | $1.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 15 | $1.5B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Jun 26, 2023 | 18 | $1.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 19 | $1.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 33 | $1.2B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 33 | $1.3B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 15, 2023 | 18 | $1.3B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 37 | $1.5B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.