General Atlantic, L.P. 13F holdings
General Atlantic, L.P. reported 12 positions with a total reported value of $2.9B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: LFTO LIFTOFF MOBILE (20.9%), DLO DLOCAL (20.9%), CHIME (15.0%), ALKT ALKAMI (12.1%), XP XP, INC (11.5%). Against 2026-03-31 it opened 3 new positions and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
12 largest of 12 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| LFTO LIFTOFF MOBILE | 25,315,646 | $608.1M | 20.9% |
| DLO DLOCAL | 46,656,695 | $606.3M | 20.9% |
| CHIME | 21,259,683 | $435.4M | 15.0% |
| ALKT ALKAMI | 19,379,038 | $351.1M | 12.1% |
| XP XP, INC | 20,566,133 | $334.4M | 11.5% |
| PHVS PHARVARIS | 6,550,757 | $226.5M | 7.8% |
| SPTX SEAPORT THERAPEUTICS | 6,101,582 | $132.5M | 4.6% |
| NRIX NURIX THERAPEUTICS | 3,032,185 | $73.6M | 2.5% |
| RVMD REVOLUTION MEDICINES | 357,791 | $67.0M | 2.3% |
| PBLS PARABILIS MEDICINES | 1,538,461 | $42.1M | 1.4% |
| RSKD RISKIFIED | 5,324,998 | $26.8M | 0.9% |
| GROV GROVE COLLABORATIVE | 2,474,859 | $3.1M | 0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 3 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 3 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| EUROPEAN WAX CENTER | 13,110,492 | $75.8M | 3.5% |
| CENTESSA PHARMACEUTICALS | 1,354,830 | $53.8M | 2.5% |
| BULL WEBULL | 50,816 | $243.9K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ALKT ALKAMI | 15,337,495 | 19,379,038 | +26.4% | $351.1M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| RVMD REVOLUTION MEDICINES | 707,791 | 357,791 | -49.4% | $67.0M |
| PHVS PHARVARIS | 8,031,252 | 6,550,757 | -18.4% | $226.5M |
| NRIX NURIX THERAPEUTICS | 4,101,865 | 3,032,185 | -26.1% | $73.6M |
CIK 1017645 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
