General Atlantic, L.P.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), General Atlantic, L.P. reported 15 stock positions worth $3.6 billion. Its top holding was Dlocal (DLO) at 20.0% of the portfolio, followed by Chime Financial Class A (CHYM, 18.3%) and Alignment Healthcare (ALHC, 17.0%). Compared with Q1 2025, it opened 3 new positions, sold out of 3, added to 1 and reduced 2. The biggest buy was a new position in Chime Financial Class A (CHYM) and the biggest sale Alignment Healthcare (ALHC, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001017645
- Portfolio Value
- $3.6B (Q2 2025)
- SEC Filing
- 0000950142-25-002176 ↗ filed Aug 14, 2025
Holdings Value
Holdings 15 stocks · $3.6B
| DLO Dlocal Ltd. | 19.97% | 63,906,695 | $724.7M | No change |
| CHYM Chime Financial Inc. Class A | 18.26% | 19,208,760 | $662.9M | New |
| ALHC Alignment Healthcare Inc. | 16.97% | 43,993,323 | $615.9M | Reduce -27.9% |
| XP XP Inc. Class A | 14.20% | 25,517,733 | $515.5M | Reduce -13.8% |
| AKRO Akero Therapeutics Inc. | 8.43% | 5,733,989 | $306.0M | Add +9.6% |
| ALKT Alkami Technology Inc. | 8.01% | 9,645,318 | $290.7M | No change |
| PHVS Pharvaris NV | 3.65% | 7,531,252 | $132.6M | No change |
| CNTA Centessa Pharmaceuticals Ltd. | 3.51% | 9,681,818 | $127.2M | No change |
| BULL Webull Corp. | 2.36% | 7,148,051 | $85.5M | New |
| EWCZ European Wax Center Inc. Class A | 2.03% | 13,110,492 | $73.8M | No change |
| RPRX Royalty Pharma PLC Class A | 1.49% | 1,500,000 | $54.0M | No change |
| RSKD Riskified Ltd. Class A | 0.73% | 5,324,998 | $26.6M | No change |
| ADAG Adagene Inc.-ADR | 0.21% | 3,825,952 | $7.5M | No change |
| ALMS Alumis Inc. | 0.11% | 1,297,530 | $3.9M | New |
| GROV Grove Collaborative Holdings | 0.08% | 2,474,859 | $2.8M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| ALHC Alignment Healthcare Inc. | Reduce -27.9% | 16.97% | −21.15 |
| IMCR Immunocore Holdings PLC-ADR | Sold out | 0.00% | −1.26 |
| SLRN Acelyrin Inc. | Sold out | 0.00% | −0.22 |
| CONTEXTLOGIC INC - A | Sold out | 0.00% | −0.14 |
| XP XP Inc. Class A | Reduce -13.8% | 14.20% | +0.53 |
Portfolio Buys Q1 2025 → Q2 2025
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 |