StockDriftsStockDriftsTop 9 General Atlantic L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DLO | DLOCAL | 20.86% | 46.66M | $606.3M | +0.00%(+0) | $48.69(-69.69%) | 2026-06-30 | |
| CHYM | CHIME | 14.98% | 21.26M | $435.4M | +0.00%(+0) | $33.37(-3.99%) | 2026-06-30 | |
| ALKT | ALKAMI | 12.08% | 19.38M | $351.1M | +26.35%(+4.04M) | $27.94(-25.63%) | 2026-06-30 | |
| XP | XP, INC | 11.5% | 20.57M | $334.4M | +0.00%(+0) | $31.76(-50.65%) | 2026-06-30 | |
| PHVS | PHARVARIS | 7.79% | 6.55M | $226.5M | -18.43%(-1.48M) | $22.24(+53.03%) | 2026-06-30 | |
| NRIX | NURIX THERAPEUTICS | 2.53% | 3.03M | $73.6M | -26.08%(-1.07M) | $14.10(+92.77%) | 2026-06-30 | |
| RVMD | REVOLUTION MEDICINES | 2.31% | 357.8K | $67.0M | -49.45%(-350.00K) | $44.32(+355.74%) | 2026-06-30 | |
| RSKD | RISKIFIED | 0.92% | 5.32M | $26.8M | +0.00%(+0) | $22.81(-71.72%) | 2026-06-30 | |
| GROV | GROVE COLLABORATIVE | 0.11% | 2.47M | $3.1M | +0.00%(+0) | $8.12(-87.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.29% | +30.55% | -9.49% | -39.27% |
| Top 20 Holdings Unweighted | +17.13% | +60.71% | -2.54% | -12.06% |
General Atlantic L P reports $2.91B in US-listed equity holdings across 12 positions in its most recent 13F filing. Its largest disclosed positions are DLO (20.9%), CHYM (15.0%) and ALKT (12.1%). The top 20 holdings account for 73.08% of reported assets. Its disclosed equity book has returned +30.55% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track General Atlantic L P, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from General Atlantic L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1017645). View General Atlantic L P’s 13F filings on SEC