General Atlantic, L.P. holds a concentrated book of 12 stocks worth $2.9B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Liftoff Mobile and trimmed Pharvaris NV. Their largest long position is Liftoff Mobile at 21% of the equity book.
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.
73% 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 General Atlantic, L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 14 / 12 | $1.2B |
| BlackRock, Inc. | 13 / 12 | $2.6B |
| UBS Group AG | 13 / 12 | $630.1M |
| MORGAN STANLEY | 13 / 12 | $532.6M |
| GOLDMAN SACHS GROUP INC | 13 / 12 | $386.0M |
| Ken Griffin | 13 / 12 | $315.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 / 12 | $194.7M |
| BANK OF AMERICA CORP /DE/ | 12 / 12 | $383.9M |
Ranked by how many of General Atlantic, L.P.'s top 12 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 | Liftoff Mobile COM | $608.1M | 25.32M | 20.9% | ▲New New position | |
| 2 | Dlocal CL A | $606.3M | 46.66M | 20.9% | —Held | |
| 3 | CHIME COM SHS CL A | $435.4M | 21.26M | 15.0% | —Held | |
| 4 | Alkami COM | $351.1M | 19.38M | 12.1% | ▲+26% Added · +4.0M sh | |
| 5 | XP, Inc CL A | $334.4M | 20.57M | 11.5% | —Held | |
| 6 | Pharvaris COM | $226.5M | 6.55M | 7.8% | ▼−18% Reduced · −1.5M sh | |
| 7 | Seaport Therapeutics COM | $132.5M | 6.10M | 4.6% | ▲New New position | |
| 8 | Nurix Therapeutics COM | $73.6M | 3.03M | 2.5% | ▼−26% Reduced · −1.1M sh | |
| 9 | Revolution Medicines COM | $67.0M | 357.8K | 2.3% | ▼−49% Reduced · −350K sh | |
| 10 | Parabilis Medicines COM | $42.1M | 1.54M | 1.4% | ▲New New position | |
| 11 | Riskified CL A | $26.8M | 5.32M | 0.9% | —Held | |
| 12 | Grove Collaborative CL A | $3.1M | 2.47M | 0.1% | —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/1017645/holdings"
Use Arkolith to show GENERAL ATLANTIC, L.P.'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 |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 12 | $2.9B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 12 | $2.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 13 | $2.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 16 | $3.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 15 | $3.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 15 | $3.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 16 | $2.8B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 18 | $3.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 19 | $3.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 22 | $4.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 26 | $7.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 29 | $6.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 30 | $6.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 31 | $8.6B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 33 | $7.6B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 39 | $8.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 38 | $7.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 35 | $10.9B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 32 | $13.0B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 25 | $17.1B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 17 | $14.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 12 | $8.5B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 9 | $7.7B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 7 | $6.5B | 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.