General Atlantic, L.P.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), General Atlantic, L.P. reported 12 stock positions worth $2.9 billion. Its top holding was Liftoff Mobile (LFTO) at 20.9% of the portfolio, followed by Dlocal (DLO, 20.9%) and Chime Financial Class A (CHYM, 15.0%). Compared with Q1 2026, it opened 3 new positions, sold out of 3, added to 1 and reduced 3. The biggest buy was a new position in Liftoff Mobile (LFTO) and the biggest sale an exit from European Wax Center Class A (EWCZ).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001017645
- Portfolio Value
- $2.9B (Q2 2026)
- SEC Filing
- 0000950142-26-002338 ↗ filed Aug 14, 2026
Holdings Value
Holdings 12 stocks · $2.9B
| LFTO Liftoff Mobile Inc. | 20.92% | 25,315,646 | $608.1M | New |
| DLO Dlocal Ltd. | 20.86% | 46,656,695 | $606.3M | No change |
| CHYM Chime Financial Inc. Class A | 14.98% | 21,259,683 | $435.4M | No change |
| ALKT Alkami Technology Inc. | 12.08% | 19,379,038 | $351.1M | Add +26.4% |
| XP XP Inc. Class A | 11.50% | 20,566,133 | $334.4M | No change |
| PHVS Pharvaris NV | 7.79% | 6,550,757 | $226.5M | Reduce -18.4% |
| SPTX Seaport Therapeutics Inc. | 4.56% | 6,101,582 | $132.5M | New |
| NRIX Nurix Therapeutics Inc. | 2.53% | 3,032,185 | $73.6M | Reduce -26.1% |
| RVMD Revolution Medicines Inc. | 2.31% | 357,791 | $67.0M | Reduce -49.5% |
| PBLS Parabilis Medicines Inc. | 1.45% | 1,538,461 | $42.1M | New |
| RSKD Riskified Ltd. Class A | 0.92% | 5,324,998 | $26.8M | No change |
| GROV Grove Collaborative Holdings | 0.11% | 2,474,859 | $3.1M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| EWCZ European Wax Center Inc. Class A | Sold out | 0.00% | −3.53 |
| PHVS Pharvaris NV | Reduce -18.4% | 7.79% | −2.77 |
| CNTA Centessa Pharmaceuticals Ltd. | Sold out | 0.00% | −2.50 |
| RVMD Revolution Medicines Inc. | Reduce -49.5% | 2.31% | −0.90 |
| NRIX Nurix Therapeutics Inc. | Reduce -26.1% | 2.53% | −0.43 |
| BULL Webull Corp. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 12 | $2.9B | LFTO, DLO, CHYM, ALKT, XP |
| Q1 2026 | 12 | $2.1B | DLO, CHYM, XP, ALKT, PHVS |
| Q4 2025 | 13 | $2.9B | DLO, CHYM, XP, ALKT, ALHC |
| Q3 2025 | 16 | $3.3B | DLO, XP, ALHC, CHYM, ALKT |
| Q2 2025 | 15 | $3.6B | DLO, CHYM, ALHC, XP, AKRO |
| Q1 2025 | 15 | $3.0B | ALHC, DLO, XP, ALKT, AKRO |
| Q4 2024 | 16 | $2.8B | DLO, ALHC, ALKT, XP, CNTA |
| Q3 2024 | 18 | $3.5B | ALHC, XP, DLO, SQSP, ALKT |
| Q2 2024 | 19 | $3.2B | XP, DLO, ALKT, ALHC, SQSP |
| Q1 2024 | 22 | $4.3B | DLO, XP, ALKT, HRT, SQSP |