TPG GP A, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), TPG GP A, LLC reported 31 stock positions worth $6.2 billion. Its top holding was Viking (VIK) at 23.4% of the portfolio, followed by Lifestance Health (LFST, 19.1%) and Life Time (LTH, 13.1%). Compared with Q3 2024, it opened 4 new positions, sold out of 8, added to 5 and reduced 14. The biggest buy was a new position in Servicetitan Class A (TTAN) and the biggest sale an exit from Propertyguru (PGRU).
- Most Recent 13F
- Q2 2026
- Location
- FORT WORTH, TX
- CIK
- 0001903793
- Portfolio Value
- $6.2B (Q4 2024)
- SEC Filing
- 0001839882-25-009248 ↗ filed Feb 14, 2025
Holdings Value
Holdings 31 stocks · $6.2B
| VIK Viking Holdings Ltd. | 23.36% | 32,858,044 | $1.4B | Reduce -10.3% |
| LFST Lifestance Health Group Inc. | 19.11% | 160,711,618 | $1.2B | No change |
| LTH Life Time Group Holdings Inc. | 13.14% | 36,816,205 | $814.4M | Reduce -6.8% |
| TTAN Servicetitan Inc. Class A | 8.48% | 5,107,469 | $525.4M | New |
| MTN Vail Resorts Inc. | 3.13% | 1,036,487 | $194.3M | Add +19.9% |
| PEGA Pegasystems Inc. | 2.92% | 1,939,888 | $180.8M | Reduce -16.7% |
| LNG Cheniere Energy Inc. | 2.56% | 738,749 | $158.7M | Reduce -13.4% |
| WAY Waystar Holding Corp. | 2.43% | 4,098,033 | $150.4M | Reduce -0.3% |
| PGNY Progyny Inc. | 1.91% | 6,877,539 | $118.6M | No change |
| ENTG Entegris Inc. | 1.87% | 1,167,362 | $115.6M | New |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 1.76% | 2,992,266 | $109.3M | No change |
| CBLL Ceribell Inc. | 1.66% | 3,967,422 | $102.7M | New |
| FERG Ferguson Enterprises Inc. | 1.60% | 571,196 | $99.1M | New |
| AMRX Amneal Pharmaceuticals Inc. | 1.58% | 12,328,767 | $97.6M | No change |
| LYV Live Nation Entertainment Inc. | 1.46% | 700,871 | $90.8M | Reduce -13.6% |
| AMZN Amazon.com Inc. | 1.25% | 353,399 | $77.5M | Reduce -7.3% |
| UNH Unitedhealth Group Inc. | 1.16% | 141,762 | $71.7M | Reduce -53.0% |
| FRSH Freshworks Inc. Class A | 1.13% | 4,346,855 | $70.3M | Add +28.7% |
| LW Lamb Weston Holdings Inc. | 1.06% | 986,491 | $65.9M | Reduce -11.1% |
| HDB HDFC Bank Ltd.-ADR | 0.99% | 965,145 | $61.6M | Reduce -13.4% |
| TRTX TPG Re Finance Trust Inc. | 0.97% | 7,086,779 | $60.2M | No change |
| BRSL Brightstar Lottery PLC filed as INTERNATIONAL GAME TECHNOLOG | 0.88% | 3,085,178 | $54.5M | Reduce -40.2% |
| CMCSA Comcast Corp. Class A | 0.87% | 1,438,194 | $54.0M | Add +26.2% |
| BCAX Bicara Therapeutics Inc. | 0.85% | 3,010,425 | $52.4M | No change |
| AMT American Tower Corp. | 0.82% | 276,861 | $50.8M | Add +3.1% |
| CCC CCC Intelligent Solutions Ho | 0.77% | 4,087,220 | $47.9M | Add +17.3% |
| FWONK Liberty Media Corp. Class C | 0.71% | 473,107 | $43.8M | Reduce -33.3% |
| FWONA Liberty Media Corp. Class A | 0.69% | 512,036 | $43.0M | Reduce -10.1% |
| ALLO Allogene Therapeutics Inc. | 0.64% | 18,716,306 | $39.9M | No change |
| SNN Smith & Nephew PLC -Spon ADR | 0.18% | 456,206 | $11.2M | Reduce -69.3% |
| RLYB Rallybio Corp. | 0.05% | 3,028,414 | $2.9M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| PGRU Propertyguru Group Ltd. | Sold out | 0.00% | −5.46 |
| LTH Life Time Group Holdings Inc. | Reduce -6.8% | 13.14% | −3.30 |
| UNH Unitedhealth Group Inc. | Reduce -53.0% | 1.16% | −1.85 |
| FNF Fidelity National Financial | Sold out | 0.00% | −1.83 |
| BRSL Brightstar Lottery PLC | Reduce -40.2% | 0.88% | −1.00 |
| SNN Smith & Nephew PLC -Spon ADR | Reduce -69.3% | 0.18% | −0.61 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.25 |
| FWONK Liberty Media Corp. Class C | Reduce -33.3% | 0.71% | −0.23 |
| HDB HDFC Bank Ltd.-ADR | Reduce -13.4% | 0.99% | −0.19 |
| NRDY Nerdy Inc. | Sold out | 0.00% | −0.18 |
| LW Lamb Weston Holdings Inc. | Reduce -11.1% | 1.06% | −0.16 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.14 |
| LINE Lineage Inc. | Sold out | 0.00% | −0.14 |
| LNG Cheniere Energy Inc. | Reduce -13.4% | 2.56% | −0.05 |
| LYV Live Nation Entertainment Inc. | Reduce -13.6% | 1.46% | −0.05 |
| UXIN LTD | Sold out | 0.00% | −0.01 |
| CARM Carisma Therapeutics Inc. | Sold out | 0.00% | −0.01 |
| FWONA Liberty Media Corp. Class A | Reduce -10.1% | 0.69% | +0.00 |
| PEGA Pegasystems Inc. | Reduce -16.7% | 2.92% | +0.02 |
| AMZN Amazon.com Inc. | Reduce -7.3% | 1.25% | +0.04 |
| WAY Waystar Holding Corp. | Reduce -0.3% | 2.43% | +0.47 |
| VIK Viking Holdings Ltd. | Reduce -10.3% | 23.36% | +1.59 |
Portfolio Buys Q3 2024 → Q4 2024
| TTAN Servicetitan Inc. Class A | New | 8.48% | +8.48 |
| ENTG Entegris Inc. | New | 1.87% | +1.87 |
| CBLL Ceribell Inc. | New | 1.66% | +1.66 |
| FERG Ferguson Enterprises Inc. | New | 1.60% | +1.60 |
| MTN Vail Resorts Inc. | Add +19.9% | 3.13% | +0.57 |
| FRSH Freshworks Inc. Class A | Add +28.7% | 1.13% | +0.47 |
| CCC CCC Intelligent Solutions Ho | Add +17.3% | 0.77% | +0.12 |
| CMCSA Comcast Corp. Class A | Add +26.2% | 0.87% | +0.06 |
| AMT American Tower Corp. | Add +3.1% | 0.82% | −0.25 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 56 | $4.7B | LFST, SPCX, JXN, LTH, SION |
| Q1 2026 | 49 | $3.4B | LFST, JXN, LTH, SION, BETA |
| Q4 2025 | 10 | $2.7B | LFST, LTH, BETA, SION, AMRX |
| Q3 2025 | 9 | $1.8B | LFST, LTH, SION, AMRX, BCAX |
| Q2 2025 | 9 | $1.9B | LFST, LTH, SION, AMRX, CBLL |
| Q1 2025 | 27 | $5.0B | LFST, LTH, VIK, TTAN, PEGA |
| Q4 2024 | 31 | $6.2B | VIK, LFST, LTH, TTAN, MTN |
| Q3 2024 | 35 | $5.9B | VIK, LFST, LTH, PGRU, UNH |
| Q2 2024Amended | 34 | $6.4B | VIK, LTH, LFST, LW, PGRU |
| Q1 2024Amended | 34 | $5.2B | LFST, LTH, Nextracker Inc, Progyny Inc, ELV |