General Atlantic, L.P.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), General Atlantic, L.P. reported 13 stock positions worth $2.9 billion. Its top holding was Dlocal (DLO) at 23.0% of the portfolio, followed by Chime Financial Class A (CHYM, 18.6%) and XP Class A (XP, 12.9%). Compared with Q3 2025, it opened 1 new position, sold out of 4, added to 2 and reduced 4. The biggest buy was Chime Financial Class A (CHYM, shares +11%) and the biggest sale an exit from Akero Therapeutics (AKRO).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001017645
- Portfolio Value
- $2.9B (Q4 2025)
- SEC Filing
- 0000950142-26-000395 ↗ filed Feb 17, 2026
Holdings Value
Holdings 13 stocks · $2.9B
| DLO Dlocal Ltd. | 22.97% | 46,656,695 | $659.7M | No change |
| CHYM Chime Financial Inc. Class A | 18.63% | 21,259,683 | $535.1M | Add +10.7% |
| XP XP Inc. Class A | 12.93% | 22,699,133 | $371.6M | Reduce -11.1% |
| ALKT Alkami Technology Inc. | 9.63% | 11,991,480 | $276.6M | No change |
| ALHC Alignment Healthcare Inc. | 9.05% | 13,167,733 | $260.1M | Reduce -45.8% |
| RVMD Revolution Medicines Inc. | 7.80% | 2,812,928 | $224.0M | Add +13.7% |
| PHVS Pharvaris NV | 7.76% | 8,031,252 | $222.9M | No change |
| CNTA Centessa Pharmaceuticals Ltd. | 5.33% | 6,117,715 | $153.0M | Reduce -36.8% |
| NRIX Nurix Therapeutics Inc. | 3.23% | 4,897,159 | $92.9M | New |
| EWCZ European Wax Center Inc. Class A | 1.64% | 13,110,492 | $47.2M | No change |
| RSKD Riskified Ltd. Class A | 0.92% | 5,324,998 | $26.5M | No change |
| GROV Grove Collaborative Holdings | 0.09% | 2,474,859 | $2.7M | No change |
| BULL Webull Corp. | 0.01% | 50,816 | $395K | Reduce -99.3% |
Portfolio Sells Q3 2025 → Q4 2025
| AKRO Akero Therapeutics Inc. | Sold out | 0.00% | −8.17 |
| ALHC Alignment Healthcare Inc. | Reduce -45.8% | 9.05% | −3.67 |
| BULL Webull Corp. | Reduce -99.3% | 0.01% | −3.18 |
| CNTA Centessa Pharmaceuticals Ltd. | Reduce -36.8% | 5.33% | −1.72 |
| RPRX Royalty Pharma PLC Class A | Sold out | 0.00% | −1.59 |
| XP XP Inc. Class A | Reduce -11.1% | 12.93% | −1.46 |
| ADAG Adagene Inc.-ADR | Sold out | 0.00% | −0.23 |
| ALMS Alumis Inc. | Sold out | 0.00% | −0.16 |
Portfolio Buys Q3 2025 → Q4 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 |