General Atlantic, L.P.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), General Atlantic, L.P. reported 22 stock positions worth $4.3 billion. Its top holding was Dlocal (DLO) at 21.8% of the portfolio, followed by XP Class A (XP, 17.7%) and Alkami Technology (ALKT, 10.7%). Compared with Q4 2023, it sold out of 4, added to 3 and reduced 1. The biggest buy was Akero Therapeutics (AKRO, shares +193%) and the biggest sale an exit from Engagesmart (ESMT).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001017645
Portfolio Value
$4.3B (Q1 2024)
SEC Filing
0000950142-24-001354 ↗ filed May 15, 2024

Holdings Value

0$1.0B$2.0B$3.0B$4.0B$5.0B Q1 2024: $4.3B $4.3B Q1 2024 Q2 2024: $3.2B Q2 2024 Q3 2024: $3.5B Q3 2024 Q4 2024: $2.8B Q4 2024 Q1 2025: $3.0B Q1 2025 Q2 2025: $3.6B Q2 2025 Q3 2025: $3.3B Q3 2025 Q4 2025: $2.9B Q4 2025 Q1 2026: $2.1B Q1 2026 Q2 2026: $2.9B Q2 2026

Holdings 22 stocks · $4.3B
DLO Dlocal Ltd. 21.82% 63,906,695 $939.4M No change
XP XP Inc. Class A 17.65% 29,617,733 $760.0M No change
ALKT Alkami Technology Inc. 10.69% 18,729,806 $460.2M No change
HRT Hireright Holdings Corp. 10.64% 32,109,898 $458.2M No change
SQSP Squarespace Inc. Class A 8.98% 10,611,073 $386.7M No change
ALHC Alignment Healthcare Inc. 7.03% 60,993,323 $302.5M No change
PHVS Pharvaris NV 4.04% 7,531,252 $174.0M Add +22.3%
EWCZ European Wax Center Inc. Class A 3.95% 13,110,492 $170.2M No change
AKRO Akero Therapeutics Inc. 3.07% 5,233,989 $132.2M Add +193.1%
CNTA Centessa Pharmaceuticals Ltd. 2.54% 9,681,818 $109.4M No change
IMCR Immunocore Holdings PLC-ADR 2.27% 1,506,684 $97.9M Add +58.6%
HCM Hutchmed China-ADR 1.56% 4,000,000 $67.2M No change
BLND Blend Labs Inc. Class A 1.44% 19,132,440 $62.2M No change
RPRX Royalty Pharma PLC Class A 1.06% 1,500,000 $45.6M No change
MBLY Mobileye Global Inc. Class A 0.89% 1,194,839 $38.4M Reduce -9.4%
RSKD Riskified Ltd. Class A 0.67% 5,324,998 $28.8M No change
THRD Third Harmonic Bio Inc. 0.65% 2,958,762 $27.9M No change
SLRN Acelyrin Inc. 0.45% 2,889,668 $19.5M No change
OPEN Opendoor Technologies Inc. 0.44% 6,321,519 $19.2M No change
CONTEXTLOGIC INC - A 0.08% 609,616 $3.5M No change
GROV Grove Collaborative Holdings 0.04% 936,020 $1.6M No change
ADAG Adagene Inc.-ADR 0.02% 264,000 $739K No change

Portfolio Sells Q4 2023 → Q1 2024
ESMT Engagesmart Inc. Sold out 0.00% −29.66
KRTX Karuna Therapeutics Inc. Sold out 0.00% −4.48
YOU Clear Secure Inc. Class A Sold out 0.00% −0.60
FUTU Futu Holdings Ltd.-ADR Sold out 0.00% −0.24
MBLY Mobileye Global Inc. Class A Reduce -9.4% 0.89% +0.07

Portfolio Buys Q4 2023 → Q1 2024
AKRO Akero Therapeutics Inc. Add +193.1% 3.07% +2.47
PHVS Pharvaris NV Add +22.3% 4.04% +1.57
IMCR Immunocore Holdings PLC-ADR Add +58.6% 2.27% +1.34

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 12$2.9BLFTO, DLO, CHYM, ALKT, XP
Q1 2026 12$2.1BDLO, CHYM, XP, ALKT, PHVS
Q4 2025 13$2.9BDLO, CHYM, XP, ALKT, ALHC
Q3 2025 16$3.3BDLO, XP, ALHC, CHYM, ALKT
Q2 2025 15$3.6BDLO, CHYM, ALHC, XP, AKRO
Q1 2025 15$3.0BALHC, DLO, XP, ALKT, AKRO
Q4 2024 16$2.8BDLO, ALHC, ALKT, XP, CNTA
Q3 2024 18$3.5BALHC, XP, DLO, SQSP, ALKT
Q2 2024 19$3.2BXP, DLO, ALKT, ALHC, SQSP
Q1 2024 22$4.3BDLO, XP, ALKT, HRT, SQSP