DPCM

Darlington Partners Capital Management Portfolio holdings

AUM $2.96B
1-Year Est. Return 10.35%
This Quarter Est. Return
1 Year Est. Return
+10.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$137M
2
+$124M
3
+$55.5M
4
MLNK
MeridianLink
MLNK
+$25.1M
5
ACEL icon
Accel Entertainment
ACEL
+$12.1M

Top Sells

1
+$127M
2
+$57.5M
3
+$55.3M
4
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$52.7M
5
GDRX icon
GoodRx Holdings
GDRX
+$52.3M

Sector Composition

1 Financials 28.73%
2 Technology 28.18%
3 Communication Services 15.38%
4 Energy 11.76%
5 Real Estate 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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