Darlington Partners Capital Management’s TKO Group TKO Stock Holding History

Darlington Partners Capital Management’s Portfolio TKO Stock Details TKO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$272M	Hold	1,350,367	–	–	12.23%	4
2025 Q4	$282M	Hold	1,350,367	–	–	11.29%	4
2025 Q3	$273M	Sell	1,350,367 -874,513	-39%	-$160M	9.2%	5
2025 Q2	$405M	Sell	2,224,880 -200,000	-8%	-$32.1M	12.89%	2
2025 Q1	$371M	Sell	2,424,880 -315,209	-12%	-$48.2M	12.38%	3
2024 Q4	$389M	Hold	2,740,089	–	–	14.55%	1
2024 Q3	$339M	Sell	2,740,089 -325,614	-11%	-$37.2M	13.72%	1
2024 Q2	$331M	Buy	3,065,703 +90,868	+3%	+$9.23M	16.27%	1
2024 Q1	$257M	Buy	2,974,835 +854,429	+40%	+$71.1M	14.75%	1
2023 Q4	$173M	Buy	2,120,406 +322,126	+18%	+$25.6M	9.94%	5
2023 Q3	$151M	Buy	+1,798,280	New	+$167M	9.31%	7

Other funds holding TKO

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Darlington Partners Capital Management's TKO Position: Q1 2026 in Review

Darlington Partners Capital Management held its TKO Group (TKO) position steady in Q1 2026 at 1,350,367 shares worth $272M. The position accounts for 12.23% of the portfolio, ranked #4.

Darlington Partners Capital Management first reported a position in TKO in Q3 2023 and has held it in 11 quarters since. The position peaked at $405M in Q2 2025. 640 funds tracked by Wall St. Rank hold TKO as of Q1 2026.

Darlington Partners Capital Management held 1,350,367 shares of TKO Group worth $272M as of Q1 2026.
Darlington Partners Capital Management left its TKO Group share count unchanged in Q1 2026.
TKO Group made up 12.23% of Darlington Partners Capital Management's portfolio in Q1 2026, its #4 holding.
Darlington Partners Capital Management first reported a position in TKO Group in Q3 2023 and has held it in 11 quarters since.
Darlington Partners Capital Management's TKO Group position peaked at $405M in Q2 2025.
640 funds tracked by Wall St. Rank held TKO Group as of Q1 2026.

Based on Darlington Partners Capital Management's 13F filing for Q1 2026, filed 15 May 2026.