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 TPG
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $364,590,000 | 9,000,000 | Shares | Sole | 2026-05-15 | |
| 2026-03-13 | $364,500,000 | 9,000,000 | Shares | Sole | 2026-03-20 | |
| 2025-12-31 | $314,734,200 | 4,930,047 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $283,231,200 | 4,930,047 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $258,580,965 | 4,930,047 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||