We are live on ! Find out more
AG

Atairos Group Portfolio holdings

AUM $1.76B
1-Year Est. Return 16.47%
This Fund
S&P 500
This Quarter Est. Return
-22.16%
1 Year Est. Return
-16.47%
3 Year Est. Return
-27.89%
5 Year Est. Return
+3.45%
10 Year Est. Return
–
AUM
$1.22B
AUM Growth
-$430M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
–
Closed
–
Avg Time Held
17.5 quarters
Top 10 Avg Time Held
17.5 quarters
Top 20 Avg Time Held
17.5 quarters

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 54.05%
2 Consumer Discretionary 43.4%
3 Technology 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
TNET icon
1
TriNet
TNET
$3B
$659M 54.05%
18,085,773
– –
2017 Q4
33 quarters
LUCK icon
2
Lucky Strike Entertainment
LUCK
$683M
$528M 43.29%
63,425,788
– –
2021 Q4
17 quarters
CLVT icon
3
Clarivate
CLVT
$1.03B
$31M 2.54%
12,259,847
– –
2021 Q4
17 quarters
XPOF icon
4
Xponential Fitness
XPOF
$209M
$1.36M 0.11%
225,550
– –
2025 Q2
3 quarters

Similar funds

RCW
Rheos Capital Works Tokyo, Japan $1.75B AUM 57.75% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.75B AUM 33.61% 1-Year Est. Return
KC
Kryger Capital London, United Kingdom $1.75B AUM 102.57% 1-Year Est. Return
L7C
Liberty 77 Capital Washington, District of Columbia $1.75B AUM 88.73% 1-Year Est. Return
PIM
Plato Investment Management Sydney, NSW, Australia $1.75B AUM 41.21% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Atairos Group's Q1 2026 Portfolio in Review

As of Q1 2026, Atairos Group held 4 positions worth $1.22B, down 26% from $1.65B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 2026: 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 54% of assets, down from 65% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Atairos Group's ten largest holdings make up 100% of its $1.22B portfolio in Q1 2026.
  • Atairos Group opened 0 new positions and closed 0 in Q1 2026.
  • Atairos Group's portfolio value fell 26% quarter-over-quarter to $1.22B.

Based on Atairos Group's 13F filing for Q1 2026, filed 15 May 2026.