General Atlantic, L.P.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), General Atlantic, L.P. reported 12 stock positions worth $2.1 billion. Its top holding was Dlocal (DLO) at 28.2% of the portfolio, followed by Chime Financial Class A (CHYM, 18.5%) and XP Class A (XP, 18.2%). Compared with Q4 2025, it sold out of 1, added to 1 and reduced 4. The biggest buy was Alkami Technology (ALKT, shares +28%) and the biggest sale an exit from Alignment Healthcare (ALHC).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001017645
- Portfolio Value
- $2.1B (Q1 2026)
- SEC Filing
- 0000950142-26-001406 ↗ filed May 15, 2026
Holdings Value
Holdings 12 stocks · $2.1B
| DLO Dlocal Ltd. | 28.17% | 46,656,695 | $605.1M | No change |
| CHYM Chime Financial Inc. Class A | 18.53% | 21,259,683 | $398.2M | No change |
| XP XP Inc. Class A | 18.23% | 20,566,133 | $391.6M | Reduce -9.4% |
| ALKT Alkami Technology Inc. | 11.19% | 15,337,495 | $240.3M | Add +27.9% |
| PHVS Pharvaris NV | 10.56% | 8,031,252 | $226.9M | No change |
| EWCZ European Wax Center Inc. Class A | 3.53% | 13,110,492 | $75.8M | No change |
| RVMD Revolution Medicines Inc. | 3.20% | 707,791 | $68.8M | Reduce -74.8% |
| NRIX Nurix Therapeutics Inc. | 2.96% | 4,101,865 | $63.6M | Reduce -16.2% |
| CNTA Centessa Pharmaceuticals Ltd. | 2.50% | 1,354,830 | $53.8M | Reduce -77.8% |
| RSKD Riskified Ltd. Class A | 0.97% | 5,324,998 | $20.9M | No change |
| GROV Grove Collaborative Holdings | 0.15% | 2,474,859 | $3.2M | No change |
| BULL Webull Corp. | 0.01% | 50,816 | $244K | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| ALKT Alkami Technology Inc. | Add +27.9% | 11.19% | +1.56 |
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 |