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GA
General Atlantic Portfolio holdings
AUM
$2.91B
1-Year Est. Return
24.21%
This Fund
S&P 500
This Quarter
Est. Return
+4.21%
1 Year Est. Return
+24.21%
3 Year Est. Return
+168.27%
5 Year Est. Return
+91.75%
10 Year Est. Return
+1,020.11%
AUM
$2.91B
AUM Growth
+$759M
(+35%)
Cap. Flow
+$629M
Cap. Flow
% of AUM
21.63%
Top 10 Holdings %
Top 10 Hldgs %
98.97%
Holding
15
New
3
Increased
1
Reduced
3
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
LFTO
Liftoff Mobile
LFTO
|
+$656M |
| 2 |
SPTX
Seaport Therapeutics
SPTX
|
+$107M |
| 3 |
Alkami Technology
ALKT
|
+$66.7M |
| 4 |
PBLS
Parabilis Medicines Inc
PBLS
|
+$42.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
EWCZ
European Wax Center
EWCZ
|
+$75.8M |
| 2 |
CNTA
Centessa Pharmaceuticals
CNTA
|
+$53.8M |
| 3 |
Revolution Medicines
RVMD
|
+$51.1M |
| 4 |
Pharvaris
PHVS
|
+$44.8M |
| 5 |
Nurix Therapeutics
NRIX
|
+$18.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 48.84% |
| 2 | Communication Services | 20.92% |
| 3 | Healthcare | 18.64% |
| 4 | Financials | 11.5% |
| 5 | Consumer Staples | 0.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
LFTO
1
Liftoff Mobile
LFTO
$3.2B
| $608M | 20.92% |
+25,315,646
| New | +$656M |
|
2
dLocal
DLO
$4.42B
| $606M | 20.86% |
46,656,695
| – | – |
|
|
CHYM
3
Chime Financial
CHYM
$12.6B
| $435M | 14.98% |
21,259,683
| – | – |
|
|
4
Alkami Technology
ALKT
$2.16B
| $351M | 12.08% |
19,379,038
+4,041,543
| +26% | +$66.7M |
|
5
XP
XP
$8.96B
| $334M | 11.5% |
20,566,133
| – | – |
|
|
6
Pharvaris
PHVS
$2.48B
| $227M | 7.79% |
6,550,757
-1,480,495
| -18% | -$44.8M |
|
|
SPTX
7
Seaport Therapeutics
SPTX
$1.29B
| $133M | 4.56% |
+6,101,582
| New | +$107M |
|
|
8
Nurix Therapeutics
NRIX
$2.72B
| $73.6M | 2.53% |
3,032,185
-1,069,680
| -26% | -$18.2M |
|
|
9
Revolution Medicines
RVMD
$44.6B
| $67M | 2.31% |
357,791
-350,000
| -49% | -$51.1M |
|
|
PBLS
10
Parabilis Medicines Inc
PBLS
$4.83B
| $42.1M | 1.45% |
+1,538,461
| New | +$42.5M |
|
11
Riskified
RSKD
$833M
| $26.8M | 0.92% |
5,324,998
| – | – |
|
12
Grove Collaborative
GROV
$42.7M
| $3.09M | 0.11% |
2,474,859
| – | – |
|
|
CNTA
13
DELISTED
Centessa Pharmaceuticals
CNTA
| – | – |
-1,354,830
| Closed | -$53.8M |
|
|
EWCZ
14
DELISTED
European Wax Center
EWCZ
| – | – |
-13,110,492
| Closed | -$75.8M |
|
|
BULL
15
Webull Corp
BULL
$4.96B
| – | – |
-50,816
| Closed | -$244K |
|
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General Atlantic's Q2 2026 Portfolio in Review
As of Q2 2026, General Atlantic held 15 positions worth $2.91B, up 35% from $2.15B the previous quarter. Its ten largest holdings account for 99% of the portfolio.
General Atlantic deployed $629M of net new capital in Q2 2026, opening 3 new positions and adding to 1 existing holding. Its largest new stake was Liftoff Mobile: 25,315,646 shares worth $608M.
By sector, the portfolio is most concentrated in Technology at 49% of assets, down from 59% a quarter earlier, followed by Communication Services and Healthcare.
On the sell side, the largest reduction was Revolution Medicines, an estimated $51.1M trimmed.
- General Atlantic's largest Q2 2026 buy was Liftoff Mobile: 25,315,646 shares worth $608M.
- General Atlantic added most to Alkami Technology in Q2 2026, an estimated $66.7M increase.
- General Atlantic's biggest Q2 2026 reduction was Revolution Medicines, cutting an estimated $51.1M.
- General Atlantic fully exited European Wax Center in Q2 2026, selling an estimated $75.8M.
- General Atlantic's ten largest holdings make up 99% of its $2.91B portfolio in Q2 2026.
- General Atlantic opened 3 new positions and closed 3 in Q2 2026.
- General Atlantic's portfolio value rose 35% quarter-over-quarter to $2.91B.
Based on General Atlantic's 13F filing for Q2 2026, filed 14 Aug 2026.