Silver Lake Group, L.L.C.

Name: Silver Lake Group, L.L.C. 13F holdings, Q1 2025
Creator: Silver Lake Group, L.L.C.
Published: 2025-05-09

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Silver Lake Group, L.L.C. reported 14 stock positions worth $5.5 billion. Its top holding was First Advantage (FA) at 22.8% of the portfolio, followed by Solarwinds (SWI, 20.5%) and Global Blue (GB, 16.8%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 1 and reduced 1. The biggest buy was Vacasa Class A (VCSA, shares +62%) and the biggest sale an exit from Endeavor Group Hold Class A (EDR).

Most Recent 13F: Q2 2026
Location: Menlo Park, CA
CIK: 0001418226
Portfolio Value: $5.5B (Q1 2025)
SEC Filing: 0000950123-25-004478 ↗ filed May 9, 2025

Holdings Value

Holdings 14 stocks · $5.5B


FA First Advantage Corp.	22.83%	89,557,840	$1.3B	No change
SWI Solarwinds Corp.	20.50%	61,473,871	$1.1B	No change
GB Global Blue Group Holding AG	16.79%	126,102,310	$928.1M	No change
U Unity Software Inc.	12.31%	34,735,404	$680.5M	No change
EVCM Evercommerce Inc.	12.23%	67,085,136	$676.2M	No change
NABL N-Able Inc.	7.88%	61,473,869	$435.8M	No change
MSGS Madison Square Garden Sports	6.69%	1,899,962	$370.0M	No change
VCSA Vacasa Inc. Class A	0.45%	5,060,681	$24.7M	Add +62.0%
GDRX Goodrx Holdings Inc. Class A	0.28%	3,532,276	$15.6M	No change
SNOW Snowflake Inc.	0.03%	9,471	$1.4M	No change
DELL Dell Technologies -C	0.00%	2,800	$255K	Reduce -93.4%
SPG Simon Property Group Inc.	0.00%	1,350	$224K	No change
PHYSICIANS REALTY TRUST filed as HEALTHPEAK PROPERTIES	0.00%	10,800	$217K	No change
AMPL Amplitude Inc. Class A	0.00%	15,616	$159K	New

Other holdings (1): bonds, preferreds, convertibles and warrants · $185K (not counted above)

Security	Class	Shares / Principal	Value	Change
GBGWF Global Blue Group Holding AG	*W EXP 08/28/202	9,250,350	$185K	No change

Total filed on the 13F, all lines: $5.5B.

Portfolio Sells Q4 2024 → Q1 2025


EDR Endeavor Group Hold Class A	Sold out	0.00%	−32.46
DELL Dell Technologies -C	Reduce -93.4%	0.00%	−0.05

Portfolio Buys Q4 2024 → Q1 2025


VCSA Vacasa Inc. Class A	Add +62.0%	0.45%	+0.27
AMPL Amplitude Inc. Class A	New	0.00%	+0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	12	$4.6B	FA, U, MSGS, EVCM, KLAR
Q1 2026	13	$3.7B	FA, EVCM, U, MSGS, NABL
Q4 2025	11	$5.0B	U, FA, EVCM, MSGS, NABL
Q3 2025	13	$5.1B	U, FA, EVCM, KLAR, NABL
Q2 2025	12	$5.0B	FA, GB, U, EVCM, NABL
Q1 2025	14	$5.5B	FA, SWI, GB, U, EVCM
Q4 2024	14	$8.9B	EDR, FA, SWI, GB, U
Q3 2024	16	$8.9B	EDR, FA, NABL, SWI, U
Q2 2024	15	$8.2B	EDR, FA, NABL, SWI, EVCM
Q1 2024	14	$8.2B	EDR, FA, U, NABL, SWI