DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
Top Portfolio Positions
11 positions ·
$2,225,835,559 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TPG |
TPG Inc.
Financial Services
|
9,000,000 | $364,590,000 | 16.38% | |
| CRM |
Salesforce, Inc.
Technology
|
1,561,852 | $291,550,912 | 13.10% | |
| FOUR |
Shift4 Payments, Inc.
Technology
|
6,576,509 | $287,590,738 | 12.92% | |
| TKO |
TKO Group Holdings, Inc.
Communication Services
|
1,350,367 | $272,301,505 | 12.23% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
893,006 | $268,642,994 | 12.07% | |
| GLBE |
Global-E Online Ltd.
Consumer Cyclical
|
6,961,820 | $214,772,147 | 9.65% | |
| WMG |
Warner Music Group Corp.
Communication Services
|
7,551,884 | $192,875,117 | 8.67% | |
| FUN |
Six Flags Entertainment Corporation/NEW
Consumer Cyclical
|
8,700,000 | $154,425,000 | 6.94% | |
| LINE |
Lineage, Inc.
Real Estate
|
2,769,663 | $90,734,159 | 4.08% | |
| ACEL |
Accel Entertainment, Inc.
Consumer Cyclical
|
8,098,349 | $88,352,987 | 3.97% |
Portfolio Trend
18 quarters · across all stocks
Holdings in LPLA
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $268,642,994 | 893,006 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $279,666,253 | 783,006 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $261,406,842 | 785,737 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $294,627,802 | 785,737 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $317,566,902 | 970,737 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $306,381,964 | 938,354 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $255,831,585 | 1,099,736 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $218,772,897 | 783,290 | Shares | Sole | 2024-09-10 | |
| 2024-03-31 | $188,906,698 | 715,014 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $162,751,486 | 715,014 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $171,729,930 | 722,617 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $153,389,907 | 705,468 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $132,221,038 | 653,266 | Shares | Sole | 2023-06-26 | |
| 2022-12-31 | $129,484,532 | 598,994 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $145,148,280 | 664,355 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $166,745,199 | 903,866 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $119,338,632 | 653,266 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $148,343,076 | 926,623 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||