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AG

Atairos Group Portfolio holdings

AUM $1.76B
1-Year Est. Return 16.47%
This Fund
S&P 500
This Quarter Est. Return
+25.87%
1 Year Est. Return
-16.47%
3 Year Est. Return
-27.89%
5 Year Est. Return
+3.45%
10 Year Est. Return
–
AUM
$1.76B
AUM Growth
+$537M
Cap. Flow
+$278M
Cap. Flow %
15.85%
Top 10 Hldgs %
100%
Holding
5
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
LTH icon
Life Time Group Holdings
LTH
+$278M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 50.98%
2 Consumer Discretionary 47.51%
3 Technology 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TNET icon
1
TriNet
TNET
$3.19B
$895M 50.98%
18,085,773
– –
LUCK
2
Lucky Strike Entertainment
LUCK
$854M
$474M 27.02%
63,425,788
– –
LTH icon
3
Life Time Group Holdings
LTH
$9.91B
$358M 20.4%
+8,770,000
New +$278M
CLVT icon
4
Clarivate
CLVT
$1.3B
$26.5M 1.51%
12,259,847
– –
XPOF icon
5
Xponential Fitness
XPOF
$228M
$1.56M 0.09%
225,550
– –

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Atairos Group's Q2 2026 Portfolio in Review

As of Q2 2026, Atairos Group held 5 positions worth $1.76B, up 44% from $1.22B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Atairos Group deployed $278M of net new capital in Q2 2026, opening 1 new position. Its largest new stake was Life Time Group Holdings: 8,770,000 shares worth $358M.

By sector, the portfolio is most concentrated in Industrials at 51% of assets, down from 54% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Atairos Group's largest Q2 2026 buy was Life Time Group Holdings: 8,770,000 shares worth $358M.
  • Atairos Group's ten largest holdings make up 100% of its $1.76B portfolio in Q2 2026.
  • Atairos Group opened 1 new position and closed 0 in Q2 2026.
  • Atairos Group's portfolio value rose 44% quarter-over-quarter to $1.76B.

Based on Atairos Group's 13F filing for Q2 2026, filed 14 Aug 2026.