Atairos Group, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Atairos Group, Inc. reported 4 stock positions worth $1.6 billion. Its top holding was Trinet (TNET) at 64.8% of the portfolio, followed by Lucky Strike Entertainment C (LUCK, 32.6%) and Clarivate (CLVT, 2.5%). Compared with Q3 2025, it sold out of 1. The biggest sale was an exit from Exlservice (EXLS).

Most Recent 13F
Q2 2026
Location
Bryn Mawr, PA
CIK
0001671122
Portfolio Value
$1.6B (Q4 2025)
SEC Filing
0000950103-26-002191 ↗ filed Feb 17, 2026

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $3.4B Q1 2024 Q2 2024: $2.8B Q2 2024 Q3 2024: $2.6B Q3 2024 Q4 2024: $2.4B Q4 2024 Q1 2025: $2.2B Q1 2025 Q2 2025: $2.0B Q2 2025 Q3 2025: $2.0B Q3 2025 Q4 2025: $1.6B $1.6B Q4 2025 Q1 2026: $1.2B Q1 2026 Q2 2026: $1.8B Q2 2026

Holdings 4 stocks · $1.6B

TNET Trinet Group Inc. 64.84% 18,085,773 $1.1B No change
LUCK Lucky Strike Entertainment C 32.57% 63,425,788 $537.2M No change
CLVT Clarivate PLC 2.48% 12,259,847 $40.9M No change
XPOF Xponential Fitness Inc. Class A 0.11% 225,550 $1.9M No change

Portfolio Sells Q3 2025 → Q4 2025

EXLS Exlservice Holdings Inc. Sold out 0.00% −3.46

Portfolio Buys Q3 2025 → Q4 2025

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$1.8BTNET, LUCK, LTH, CLVT, XPOF
Q1 2026 4$1.2BTNET, LUCK, CLVT, XPOF
Q4 2025 4$1.6BTNET, LUCK, CLVT, XPOF
Q3 2025 5$2.0BTNET, LUCK, EXLS, CLVT, XPOF
Q2 2025 5$2.0BTNET, LUCK, EXLS, CLVT, XPOF
Q1 2025 4$2.2BTNET, LUCK, EXLS, CLVT
Q4 2024 4$2.4BTNET, LUCK, EXLS, CLVT
Q3 2024 4$2.6BTNET, LUCK, CLVT, EXLS
Q2 2024 4$2.8BTNET, LUCK, CLVT, EXLS
Q1 2024 4$3.4BTNET, LUCK, CLVT, EXLS