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Atairos Group 13F Portfolio

Portfolio Manager
Atairos Group INC
Performance
+14.65% (2026 Q2)
AUM (13F)
$1.76B
# of Holdings
5
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q2 2026

Atairos Group INC Holdings Map

Top 5 Atairos Group INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TNET
TRINET GROUP INC
50.98%18.09M$895.1M
+0.00%(+0)
2025-Q2: 18.09M shares2025-Q3: 18.09M shares2025-Q4: 18.09M shares2026-Q1: 18.09M shares2026-Q2: 18.09M shares
$40.35(+73.76%)
2026-06-30
LUCK
LUCKY STRIKE ENTERTAINMENT CORP
27.02%63.43M$474.4M
+0.00%(+0)
2025-Q2: 63.43M shares2025-Q3: 63.43M shares2025-Q4: 63.43M shares2026-Q1: 63.43M shares2026-Q2: 63.43M shares
$9.50(-28.21%)
2026-06-30
LTH
LIFE TIME GROUP HOLDINGS, INC.
20.4%8.77M$358.2Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 8.77M shares
$33.46(+32.10%)
2026-06-30
CLVT
CLARIVATE PLC
1.51%12.26M$26.5M
+0.00%(+0)
2025-Q2: 12.26M shares2025-Q3: 12.26M shares2025-Q4: 12.26M shares2026-Q1: 12.26M shares2026-Q2: 12.26M shares
$22.71(-91.70%)
2026-06-30
XPOF
XPONENTIAL FITNESS INC
0.09%225.6K$1.6M
+0.00%(+0)
2025-Q2: 225.6K shares2025-Q3: 225.6K shares2025-Q4: 225.6K shares2026-Q1: 225.6K shares2026-Q2: 225.6K shares
$7.60(-35.79%)
2026-06-30

About Atairos Group INC’s portfolio

Atairos Group INC reports $1.76B in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are TNET (51.0%), LUCK (27.0%) and LTH (20.4%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -43.78% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
TNET — 51.0% ($895.06M)LUCK — 27.0% ($474.42M)LTH — 20.4% ($358.17M)CLVT — 1.5% ($26.48M)XPOF — 0.1% ($1.56M)
100%in top 5
  • TNET51.0%
  • LUCK27.0%
  • LTH20.4%
  • CLVT1.5%
  • XPOF0.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
1
LTHLIFE TIME GROUP HOLDINGS, INC.20.4%

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Source filings

Holdings on this page are parsed from Atairos Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1671122). View Atairos Group INC’s 13F filings on SEC

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