General Atlantic, L.P.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), General Atlantic, L.P. reported 16 stock positions worth $2.8 billion. Its top holding was Dlocal (DLO) at 25.6% of the portfolio, followed by Alignment Healthcare (ALHC, 24.4%) and Alkami Technology (ALKT, 12.6%). Compared with Q3 2024, it sold out of 2, added to 3 and reduced 2. The biggest buy was Adagene Inc.-ADR (ADAG, shares +1349%) and the biggest sale an exit from Squarespace Class A (SQSP).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001017645
Portfolio Value
$2.8B (Q4 2024)
SEC Filing
0000950142-25-000283 ↗ filed Feb 7, 2025

Holdings Value

0$1.0B$2.0B$3.0B$4.0B$5.0B Q1 2024: $4.3B Q1 2024 Q2 2024: $3.2B Q2 2024 Q3 2024: $3.5B Q3 2024 Q4 2024: $2.8B $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 16 stocks · $2.8B
DLO Dlocal Ltd. 25.61% 63,906,695 $719.6M No change
ALHC Alignment Healthcare Inc. 24.43% 60,993,323 $686.2M No change
ALKT Alkami Technology Inc. 12.59% 9,645,318 $353.8M Reduce -37.9%
XP XP Inc. Class A 12.49% 29,617,733 $351.0M No change
CNTA Centessa Pharmaceuticals Ltd. 5.77% 9,681,818 $162.2M No change
AKRO Akero Therapeutics Inc. 5.18% 5,233,989 $145.6M No change
PHVS Pharvaris NV 5.14% 7,531,252 $144.4M No change
EWCZ European Wax Center Inc. Class A 3.11% 13,110,492 $87.4M No change
RPRX Royalty Pharma PLC Class A 1.36% 1,500,000 $38.3M No change
IMCR Immunocore Holdings PLC-ADR 1.32% 1,261,684 $37.2M No change
THRD Third Harmonic Bio Inc. 1.24% 3,372,323 $34.7M Add +14.0%
RSKD Riskified Ltd. Class A 0.90% 5,324,998 $25.2M No change
SLRN Acelyrin Inc. 0.30% 2,695,327 $8.5M Reduce -6.7%
ADAG Adagene Inc.-ADR 0.27% 3,825,952 $7.6M Add +1349.2%
CONTEXTLOGIC INC - A 0.15% 609,616 $4.3M No change
GROV Grove Collaborative Holdings 0.12% 2,474,859 $3.4M Add +164.4%

Portfolio Sells Q3 2024 → Q4 2024
SQSP Squarespace Inc. Class A Sold out 0.00% −14.01
BLND Blend Labs Inc. Class A Sold out 0.00% −2.04
ALKT Alkami Technology Inc. Reduce -37.9% 12.59% −1.32
SLRN Acelyrin Inc. Reduce -6.7% 0.30% −0.10

Portfolio Buys Q3 2024 → Q4 2024
ADAG Adagene Inc.-ADR Add +1349.2% 0.27% +0.25
THRD Third Harmonic Bio Inc. Add +14.0% 1.24% +0.10
GROV Grove Collaborative Holdings Add +164.4% 0.12% +0.09

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