Atairos Group, Inc.
CIK
1671122
Location
Bryn Mawr, PA
Portfolio Value
Mid
$1,755,698,674
Diversification
Highly concentrated
Filing Date
Global Rank
#1,748
/ 8,794
▲ 136
· as of Jun 2026
Top Industry
Staffing & Employment Services
51.0%
3Y Alpha vs SPY
-39.1%
Period ended 3 months ago
Filed Aug 14, 2026 · 50d
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
5 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
51.0%
−3.1 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
3,748
Highly concentrated−1,055
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 51.0% | $895,064,905 |
| Consumer Cyclical | 47.5% | $834,152,500 |
| Technology | 1.5% | $26,481,269 |
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 quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LTH | Life Time Group Holdings, Inc. | 8,770,000 | $358,166,800 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
5 tracked positions ·
$1,755,698,674 total
· filing declares
5 positions · $1,755,698,676
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TNET |
Trinet Group, Inc.
Industrials
|
Held | 18,085,773 | $895,064,905 | 50.98% | |
| LUCK |
Lucky Strike Entertainment Corp
Consumer Cyclical
|
Held | 63,425,788 | $474,424,894 | 27.02% | |
| LTH |
Life Time Group Holdings, Inc.
Consumer Cyclical
|
NEW | 8,770,000 | $358,166,800 | 20.40% | |
| CLVT |
Clarivate PLC
Technology
|
Held | 12,259,847 | $26,481,269 | 1.51% | |
| XPOF |
Xponential Fitness, Inc.
Consumer Cyclical
|
Held | 225,550 | $1,560,806 | 0.09% |
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.