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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
-8.51%
1 Year Est. Return
-16.47%
3 Year Est. Return
-27.89%
5 Year Est. Return
+3.45%
10 Year Est. Return
–
AUM
$2.41B
AUM Growth
-$237M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
–
Closed
–
Avg Time Held
16.3 quarters
Top 10 Avg Time Held
16.3 quarters
Top 20 Avg Time Held
16.3 quarters

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 68.18%
2 Consumer Discretionary 26.37%
3 Technology 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
TNET icon
1
TriNet
TNET
$3B
$1.64B 68.18%
18,085,773
– –
2017 Q4
28 quarters
LUCK icon
2
Lucky Strike Entertainment
LUCK
$683M
$635M 26.37%
63,425,788
– –
2021 Q4
12 quarters
EXLS icon
3
EXL Service
EXLS
$5.58B
$68.9M 2.86%
1,551,970
– –
2021 Q3
13 quarters
CLVT icon
4
Clarivate
CLVT
$1.03B
$62.3M 2.59%
12,259,847
– –
2021 Q4
12 quarters

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Atairos Group's Q4 2024 Portfolio in Review

As of Q4 2024, Atairos Group held 4 positions worth $2.41B, down 9% from $2.64B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2024: portfolio turnover was 0%. Atairos Group opened no new positions and made no exits, leaving the 4-position portfolio largely intact.

By sector, the portfolio is most concentrated in Industrials at 68% of assets, up from 66% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Atairos Group's ten largest holdings make up 100% of its $2.41B portfolio in Q4 2024.
  • Atairos Group opened 0 new positions and closed 0 in Q4 2024.
  • Atairos Group's portfolio value fell 9% quarter-over-quarter to $2.41B.

Based on Atairos Group's 13F filing for Q4 2024, filed 14 Feb 2025.