Arkolith/Funds/GTCR LLC

GTCR LLC

CIK 1576350
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Inactive

GTCR LLC holds a concentrated book of 6 stocks worth $3.8B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened GLOBAL PMTS INC and trimmed SOTERA HEALTH CO. Their largest long position is GLOBAL PMTS INC at 77% of the equity book.

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Use Arkolith to show GTCR LLC's latest
holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
0
existing
Trimmed
1
reduced
Sold out
0
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
99%
Top 10 holdings
100%
Top 20 holdings
100%

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

Direct sector allocation

6% mapped to company sectors

ETF / fund or unclassified
94%
Health Care
6%

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
  • GLOBAL PMTS INC
    New$2.9B
  • GALLAGHER ARTHUR J & CO
    New$514.1M
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as GTCR LLC

Manager / fundShared namesTheir $ in those
VANGUARD GROUP INC6 / 6$10.3B
BlackRock, Inc.6 / 6$5.8B
VANGUARD CAPITAL MANAGEMENT LLC6 / 6$4.8B
JPMORGAN CHASE & CO6 / 6$4.3B
VANGUARD PORTFOLIO MANAGEMENT LLC6 / 6$3.5B
FMR LLC6 / 6$3.5B
STATE STREET CORP6 / 6$3.2B
GEODE CAPITAL MANAGEMENT, LLC6 / 6$1.9B

Ranked by how many of GTCR LLC's top 6 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

6 positions
#SecurityValueShares% PortLast moveHistory
1Global PMTS Inc
COM
$2.9B43.27M
77.0%
New
New position
2Gallagher Arthur J & Co
COM
$514.1M2.37M
13.6%
New
New position
3Sotera Health Co
COM
$182.6M12.74M
4.8%
−44%
Reduced · −10.0M sh
4Gogo Inc
COM
$93.4M23.24M
2.5%
Held
5Maravai Lifesciences Hldgs I
COM CL A
$57.0M20.15M
1.5%
Held
6Vivid Seats Inc
COM CL A
$22.3M3.77M
0.6%
Held
Showing all 6 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20266$3.8B13F-HR
Q4 2025Dec 31, 2025Feb 17, 20264$602.0M13F-HR
Q3 2025Sep 30, 2025Nov 13, 20253$905.8M13F-HR
Q2 2025Jun 30, 2025Aug 14, 20253$937.0M13F-HR
Q1 2025Mar 31, 2025May 14, 20253$892.0M13F-HR
Q4 2024Dec 31, 2024Feb 14, 20253$1.0B13F-HR
Q3 2024Sep 30, 2024Nov 13, 20244$1.3B13F-HR
Q2 2024Jun 30, 2024Aug 13, 20244$48.5B13F-HR/A
Q1 2024Mar 31, 2024May 14, 20243$1.2B13F-HR
Q4 2023Dec 31, 2023Feb 14, 20243$1.6B13F-HR
Q3 2023Sep 30, 2023Nov 13, 20233$1.6B13F-HR
Q2 2023Jun 30, 2023Aug 11, 20233$2.1B13F-HR
Q1 2023Mar 31, 2023May 12, 20233$2.0B13F-HR
Q4 2022Dec 31, 2022Jan 26, 20234$1.7B13F-HR
Q3 2022Sep 30, 2022Nov 15, 20224$1.7B13F-HR/A
Q2 2022Jun 30, 2022Jul 19, 20224$2.8B13F-HR
Q1 2022Mar 31, 2022May 10, 20224$3.2B13F-HR
Q4 2021Dec 31, 2021Feb 11, 20224$3.3B13F-HR
Q3 2021Sep 30, 2021Nov 1, 20214$3.9B13F-HR
Q2 2021Jun 30, 2021Aug 5, 20214$3.6B13F-HR
Q1 2021Mar 31, 2021May 17, 20215$3.5B13F-HR
Q4 2020Dec 31, 2020Feb 16, 20215$4.0B13F-HR
Amended / restated
  • Q2 2024 · filed Aug 9, 202413F-HR · superseded
  • Q3 2022 · filed Nov 9, 202213F-HR · superseded

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.