Silver Lake Group, L.L.C.
CIK
1418226
Location
Menlo Park, CA
Portfolio Value
Mid
$4,579,552,491
Diversification
Moderately concentrated
Reports for
Silver Lake Technology Associates III, L.P.
Silver Lake Technology Associates III Cayman, L.P.
Silver Lake Technology Associates IV, L.P.
Silver Lake Technology Associates V Marquee, L.P.
Silver Lake Technology Associates V, L.P.
Silver Lake Alpine Associates, L.P.
Silver Lake West VoteCo, L.L.C.
Silver Lake Technology Associates VI, Cayman, L.P.
+ 1 more
Silver Lake Technology Associates VI, L.P.Filing Date
Global Rank
#938
/ 8,794
▼ 16
· as of Jun 2026
Top Industry
Software - Application
36.5%
3Y Alpha vs SPY
-19.0%
Period ended 3 months ago
Filed Aug 14, 2026 · 52d
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
12 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
35.3%
+6.7 pts
Top 5
94.8%
+0.2 pts
Top 10
100.0%
+0.0 pts
HHI
2,276
Moderately concentrated+230
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 41.4% | $1,895,753,244 |
| Industrials | 35.3% | $1,616,519,012 |
| Communication Services | 16.7% | $763,480,730 |
| Financial Services | 6.4% | $292,879,742 |
| Healthcare | 0.2% | $10,172,954 |
| Real Estate | 0.0% | $746,809 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DELL | Dell Technologies Inc. | 2,928 | $480,572 | |
| No positions match the current search. | ||||
12 tracked positions ·
$4,579,552,491 total
· filing declares
12 positions · $4,579,551,414
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FA |
First Advantage Corp
Industrials
|
Held | 89,557,840 | $1,616,519,012 | 35.30% | |
| U |
Unity Software Inc.
Technology
|
Held | 34,735,404 | $992,737,846 | 21.68% | |
| MSGS |
Madison Square Garden Sports Corp.
Communication Services
|
Held | 1,899,962 | $763,480,730 | 16.67% | |
| EVCM |
EverCommerce Inc.
Technology
|
Held | 67,085,136 | $674,876,468 | 14.74% | |
| KLAR |
Klarna Group plc
Financial Services
|
Held | 14,470,343 | $292,879,742 | 6.40% | |
| NABL |
N-able, Inc.
Technology
|
Held | 61,473,869 | $225,609,099 | 4.93% | |
| GDRX |
GoodRx Holdings, Inc.
Healthcare
|
Held | 3,532,276 | $10,172,954 | 0.22% | |
| SNOW |
Snowflake Inc.
Technology
|
Held | 9,471 | $2,410,369 | 0.05% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Held | 1,350 | $301,927 | 0.01% | |
| DOC |
Healthpeak Properties, Inc.
Real Estate
|
Held | 10,800 | $231,120 | 0.01% | |
| O |
Realty Income Corp
Real Estate
|
Held | 3,450 | $213,762 | 0.00% | |
| AMPL |
Amplitude, Inc.
Technology
|
Held | 15,616 | $119,462 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.