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13F holdings · Q2 2026

General Atlantic

New York, NY · files as General Atlantic, L.P.
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1017645

General Atlantic reported 12 stocks worth $2.9B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are LFTO (20.9%), DLO (20.9%) and CHYM (15.0%). Compared with Q1 2026, the fund opened new positions in LFTO, SPTX and PBLS, added to ALKT, trimmed PHVS, NRIX and RVMD and sold out of EWCZ and BULL.

Reported value$2.9B+35.3% vs last quarter
Stocks held123 new · 3 sold out
Top 5 weight80.3%very concentrated
Turnover39%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
LFTO
Liftoff Mobile Inc Com
$608M20.9%25.3MNew position1 of 8
2
DLO
Dlocal Ltd Class A Com
$606M20.9%46.7MNo change8 of 8
3
CHYM
Chime Finl Inc
$435M15.0%21.3MNo change5 of 8
4
ALKT
Alkami Technology Inc
$351M12.1%19.4M+4M (+26%)8 of 8
5
XP
XP Inc
$334M11.5%20.6MNo change8 of 8
6
PHVS
Pharvaris N V
$227M7.8%6.6M−1.5M (−18%)8 of 8
7
SPTX
Seaport Therapeutics Inc
$133M4.6%6.1MNew position1 of 8
8
NRIX
Nurix Therapeutics Inc
$73.6M2.5%3M−1.1M (−26%)3 of 8
9
RVMD
Revolution Medicines Inc
$67M2.3%358K−350K (−49%)4 of 8
10
PBLS
Parabilis Medicines Inc Com
$42.1M1.4%1.5MNew position1 of 8
🔒 2 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
EWCZ
European Wax Ctr Inc
$75.8M13.1M
CENTESSA PHARMACEUTICALS PLC
$53.8M1.4M
BULL
Webull Corp
$244K51K

Reported value

last 8 quarters
$3.5BQ3 '24
$2.8BQ4 '24
$3BQ1 '25
$3.6BQ2 '25
$3.3BQ3 '25
$2.9BQ4 '25
$2.1BQ1 '26
$2.9BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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General Atlantic 13F FAQ

What does General Atlantic own?

General Atlantic reported 12 stocks worth $2.9B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are LFTO (20.9%), DLO (20.9%) and CHYM (15.0%). The table above lists every position in the filing (the top 10 without an account).

What did General Atlantic buy and sell in Q2 2026?

Compared with Q1 2026: 3 new positions, 1 added to, 3 trimmed and 3 sold out. New positions include LFTO, SPTX and PBLS. It sold all of EWCZ and BULL.

When will General Atlantic file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is General Atlantic's portfolio worth?

The Q2 2026 filing reports $2.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.