Q2 2026 13F · SEC CIK 1017645
General Atlantic, L.P.
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $2.9B
- Reported positions
- 12
- Top holdings a year, 3 yrs
- +11.5%
- Average holding period
- 3.3 yrs
General Atlantic, L.P. is a hedge fund that reported 12 positions worth $2.9B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Liftoff Mobile Inc (LFTO, 20.9%), Dlocal Ltd (DLO, 20.9%), Chime Financial Inc (CHYM, 15.0%). A portfolio copying its top holdings returned 11.5% a year over the last 3 years, against 22.3% for the S&P 500.
General Atlantic, L.P. holdings all 12 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| LFTOLiftoff Mobile Inc | 20.9% | — | $608.1M |
| DLODlocal Ltd | 20.9% | +0.0% | $606.3M |
| CHYMChime Financial Inc | 15.0% | +0.0% | $435.4M |
| ALKTAlkami Technology Inc | 12.1% | +26.4% | $351.1M |
| XPXp Inc | 11.5% | +0.0% | $334.4M |
| PHVSPharvaris N V | 7.8% | -18.4% | $226.5M |
| SPTXSeaport Thereapeutics, Inc. | 4.6% | — | $132.5M |
| NRIXNurix Therapeutics Inc | 2.5% | -26.1% | $73.6M |
| RVMDRevolution Medicines Inc | 2.3% | -49.4% | $67.0M |
| PBLSParabilis Medicines, Inc. | 1.4% | — | $42.1M |
| RSKDRiskified Ltd | 0.9% | +0.0% | $26.8M |
| GROVGrove Collaborative Hold Inc | 0.1% | +0.0% | $3.1M |
What General Atlantic, L.P. bought and sold in Q2 2026, against Q1 2026.
New positions
- LFTO Liftoff Mobile Inc20.9% of 13F
- SPTX Seaport Thereapeutics, Inc.4.6% of 13F
- PBLS Parabilis Medicines, Inc.1.4% of 13F
Added to
- ALKT Alkami Technology Inc+26.4% shares
Reduced
- RVMD Revolution Medicines Inc-49.4% shares
- NRIX Nurix Therapeutics Inc-26.1% shares
- PHVS Pharvaris N V-18.4% shares
Sold out
- EWCZ European Wax Ctr Incwas 3.5%
- CNTA Centessa Pharmaceuticals PLCwas 2.5%
- BULL Webull Corpwas 0.0%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +12.7% /yr
- S&P 500 +11.7%
- 3 years
- +11.5% /yr
- S&P 500 +22.3%
- 5 years
- -2.3% /yr
- S&P 500 +10.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $2.9B | 12 |
| Q1 2026 | $2.1B | 12 |
| Q4 2025 | $2.9B | 13 |
| Q3 2025 | $3.3B | 16 |
| Q2 2025 | $3.6B | 15 |
| Q1 2025 | $3.0B | 15 |
| Q4 2024 | $2.8B | 16 |
| Q3 2024 | $3.5B | 18 |
| Q2 2024 | $3.2B | 19 |
| Q1 2024 | $4.3B | 22 |
| Q4 2023 | $7.0B | 26 |
| Q3 2023 | $6.5B | 29 |
Questions about General Atlantic, L.P.'s portfolio
What stocks does General Atlantic, L.P. own?
General Atlantic, L.P.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 12 positions worth $2.9B. The largest are Liftoff Mobile Inc (LFTO) at 20.9%, Dlocal Ltd (DLO) at 20.9%, Chime Financial Inc (CHYM) at 15.0%, Alkami Technology Inc (ALKT) at 12.1% and Xp Inc (XP) at 11.5%.
What did General Atlantic, L.P. buy last quarter?
In Q2 2026, General Atlantic, L.P. added a new position in Liftoff Mobile Inc (LFTO), a new position in Seaport Thereapeutics, Inc. (SPTX), a new position in Parabilis Medicines, Inc. (PBLS) and Alkami Technology Inc (ALKT) (+26.4% shares), compared with its Q1 2026 filing.
What did General Atlantic, L.P. sell last quarter?
In Q2 2026, General Atlantic, L.P. sold all of European Wax Ctr Inc (EWCZ), sold all of Centessa Pharmaceuticals PLC (CNTA), sold all of Webull Corp (BULL), Revolution Medicines Inc (RVMD) (-49.4% shares), Nurix Therapeutics Inc (NRIX) (-26.1% shares) and Pharvaris N V (PHVS) (-18.4% shares), compared with its Q1 2026 filing.
How has General Atlantic, L.P.'s portfolio performed?
A portfolio copying General Atlantic, L.P.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.5% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +12.7% against +11.7%. Over 5 years: -2.3% a year against +10.6%.
When is General Atlantic, L.P.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. General Atlantic, L.P.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.