Darlington Partners Capital Management, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Darlington Partners Capital Management, LP reported 10 stock positions worth $2.3 billion. Its top holding was TPG (TPG) at 16.1% of the portfolio, followed by SHIFT4 Payments Class A (FOUR, 15.4%) and LPL Financial (LPLA, 12.3%). Compared with Q1 2026, it added to 2 and reduced 3. The biggest buy was SHIFT4 Payments Class A (FOUR, shares +9%) and the biggest sale Lineage (LINE, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- GREENBRAE, CA
- CIK
- 0001854440
- Portfolio Value
- $2.3B (Q2 2026)
- SEC Filing
- 0001854440-26-000004 ↗ filed Aug 14, 2026
Holdings Value
Holdings 10 stocks · $2.3B
| TPG TPG Inc. | 16.11% | 9,000,000 | $364.9M | No change |
| FOUR SHIFT4 Payments Inc. Class A | 15.38% | 7,161,844 | $348.4M | Add +8.9% |
| LPLA LPL Financial Holdings Inc. | 12.35% | 993,006 | $279.7M | Add +11.2% |
| TKO Tko Group Holdings Inc. | 12.00% | 1,350,367 | $271.8M | No change |
| CRM Salesforce Inc. | 10.80% | 1,561,852 | $244.7M | No change |
| GLBE Global-E Online Ltd. | 10.67% | 6,961,820 | $241.8M | No change |
| WMG Warner Music Group Corp. Class A | 8.01% | 6,705,884 | $181.5M | Reduce -11.2% |
| FUN Six Flags Entertainment Corp. | 7.24% | 7,700,000 | $164.0M | Reduce -11.5% |
| ACEL Accel Entertainment Inc. | 4.51% | 8,098,349 | $102.1M | No change |
| LINE Lineage Inc. | 2.93% | 1,533,843 | $66.3M | Reduce -44.6% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $2.3B | TPG, FOUR, LPLA, TKO, CRM |
| Q1 2026 | 10 | $2.2B | TPG, CRM, FOUR, TKO, LPLA |
| Q4 2025 | 14 | $2.5B | FOUR, CRM, TPG, TKO, LPLA |
| Q3 2025 | 14 | $3.0B | WMG, FOUR, CRM, TPG, TKO |
| Q2 2025 | 14 | $3.1B | FOUR, TKO, WMG, LPLA, CRM |
| Q1 2025 | 14 | $3.0B | FOUR, WMG, TKO, LPLA, CRM |
| Q4 2024 | 14 | $2.7B | TKO, CRM, WMG, LPLA, LNG |
| Q3 2024 | 13 | $2.5B | TKO, CRM, WMG, COLD, LPLA |
| Q2 2024Amended | 11 | $2.0B | TKO, CRM, LNG, WMG, COLD |
| Q1 2024 | 12 | $1.7B | TKO, CRM, COLD, LPLA, WMG |