Silver Lake Group, L.L.C. holds a concentrated book of 13 stocks worth $3.7B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Dell Technologies -C. Their largest long position is First Advantage Corp at 29% of the equity book. Cloning the disclosed picks since 2013 would be +65% (+4.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1418226/holdings"
Use Arkolith to show Silver Lake Group, L.L.C.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +131.9%, a 67.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Silver Lake Group, L.L.C.'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 Silver Lake Group, L.L.C.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 13 / 13 | $24.3B |
| STATE STREET CORP | 13 / 13 | $12.5B |
| GEODE CAPITAL MANAGEMENT, LLC | 13 / 13 | $6.6B |
| JPMORGAN CHASE & CO | 13 / 13 | $4.9B |
| MORGAN STANLEY | 13 / 13 | $4.6B |
| FMR LLC | 13 / 13 | $4.2B |
| GOLDMAN SACHS GROUP INC | 13 / 13 | $2.7B |
| Legal & General Group Plc | 13 / 13 | $2.1B |
Ranked by how many of Silver Lake Group, L.L.C.'s top 13 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 | First Advantage Corp New COM | $1.1B | 89.56M | 28.6% | —Held | |
| 2 | Evercommerce Inc COM | $766.8M | 67.09M | 20.8% | —Held | |
| 3 | Unity Software Inc COM | $762.1M | 34.74M | 20.7% | —Held | |
| 4 | Madison Square GRDN SPRT Cor CL A | $610.6M | 1.90M | 16.6% | —Held | |
| 5 | N-Able Inc COMMON STOCK | $287.1M | 61.47M | 7.8% | —Held | |
| 6 | Klarna Group PLC SHS | $189.4M | 14.47M | 5.1% | —Held | |
| 7 | Goodrx Hldgs Inc COM CL A | $6.9M | 3.53M | 0.2% | —Held | |
| 8 | Snowflake Inc CL A | $1.4M | 9.5K | 0.0% | —Held | |
| 9 | Dell Technologies CL C | $479K | 2.9K | 0.0% | ▲New New position | |
| 10 | Simon Property Group NEW COM | $252K | 1.4K | 0.0% | —Held | |
| 11 | Realty Income Corp COM | $210K | 3.5K | 0.0% | ▲New New position | |
| 12 | Healthpeak Properties COM | $176K | 10.8K | 0.0% | ▲New New position | |
| 13 | Amplitude Inc. CL A | $107K | 15.6K | 0.0% | —Held |
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 | 13 | $3.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 11 | $5.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 13 | $5.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 12 | $5.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 15 | $5.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 15 | $8.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 17 | $8.9B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 16 | $8.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 15 | $8.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 9, 2024 | 16 | $8.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Feb 9, 2024 | 17 | $14.7B | 13F-HR/A |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 16 | $14.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 17 | $13.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 19 | $12.6B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 22 | $11.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 23 | $12.8B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 24 | $18.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | May 13, 2022 | 24 | $21.2B | 13F-HR/A |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 18 | $16.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Oct 6, 2021 | 17 | $14.6B | 13F-HR/A |
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.