GA
General Atlantic, L.p.
Sector-focusedMomentum followerQuality / disciplined sizing
Total reported value
$2.1B
Reporting period: 2026-03-31 · Number of holdings: 12
GENERAL ATLANTIC, L.P. disclosed 12 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.1B and a quarterly turnover rate of 33.1%.
Personality snowflake
- Concentration
- 69.78
- Portfolio Stability
- 33.08
- Momentum/Contrarian
- 100
- Sector conviction
- 100
- Diversification
- 24
- Sizing Uniformity
- 89.08
Recent moves
Add G98239109
-9.4% $20.0M
Add DLO
0.0% -$54.6M
Trim RVMD
-74.8% -$155.2M
Trim 260
-77.9% -$99.2M
Add PHVS
0.0% $4.0M
Add EWCZ
0.0% $28.6M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DLO | DLocal Limited | Stock-Other | 28.17% | +5.20% | — | |
| 2 | CHYM | Chime Financial Inc-cl A | Stock-Other | 18.53% | -0.10% | — | |
| 3 | ✓ | Xp INC Class A | Stock-Other | 18.23% | +5.30% | -9.40% | |
| 4 | ALKT | Alkami Technology INC | Stock-Other | 11.19% | +1.56% | +27.90% | |
| 5 | PHVS | Pharvaris N.V. | Stock-Other | 10.56% | +2.80% | — | |
| 6 | EWCZ | European Wax Center Inc-a | Stock-Other | 3.53% | +1.89% | — | |
| 7 | RVMD | Revolution Medicines INC | Stock-Healthcare | 3.20% | -4.60% | -74.84% | |
| 8 | NRIX | Nurix Therapeutics INC | Stock-Other | 2.96% | -0.27% | -16.24% | |
| 9 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 2.50% | -2.83% | -77.85% | |
| 10 | RSKD | Riskified Ltd. | Stock-Other | 0.97% | +0.05% | — | |
| 11 | GROV | Grove Collaborative Holdings | Stock-Other | 0.15% | +0.06% | — | |
| 12 | ✓ | Stock-Other | 0.01% | — | — |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 12 | $2.1B | 33 | |
| 2025-12-31 | 13 | $2.9B | 39 | |
| 2025-09-30 | 16 | $3.3B | 54 | |
| 2025-06-30 | 15 | $3.6B | 0 | |
| 2025-03-31 | 15 | $3.0B | 100 | |
| 2024-12-31 | 16 | $2.8B | 0 | |
| 2024-09-30 | 18 | $3.5B | 0 | |
| 2024-06-30 | 19 | $3.2B | 0 | |
| 2024-03-31 | 22 | $4.3B | 0 | |
| 2023-12-31 | 26 | $7.0B | 0 | |
| 2023-09-30 | 29 | $6.5B | 0 | |
| 2023-06-30 | 30 | $6.3B | 0 | |
| 2023-03-31 | 31 | $8.6B | 0 | |
| 2022-12-31 | 33 | $7.6B | 0 | |
| 2022-09-30 | 39 | $8.5B | 0 | |
| 2022-06-30 | 38 | $7.7B | 0 | |
| 2022-03-31 | 35 | $10.9B | 0 | |
| 2021-12-31 | 32 | $13.0B | 0 | |
| 2021-09-30 | 25 | $17.1B | 0 | |
| 2021-06-30 | 17 | $14.1B | 75 | |
| 2021-03-31 | 12 | $8.5B | 43 | |
| 2020-12-31 | 9 | $7.7B | 21 | |
| 2020-09-30 | 7 | $6.5B | 100 | |
| 2020-06-30 | 7 | $3.3B | 76 | |
| 2020-03-31 | 9 | $2.3B | 55 | |
| 2019-12-31 | 8 | $3.7B | 100 | |
| 2019-09-30 | 7 | $1.5B | 22 | |
| 2019-06-30 | 8 | $1.7B | 43 | |
| 2019-03-31 | 5 | $1.2B | 78 | |
| 2018-12-31 | 6 | $1.0B | 48 | |
| 2018-09-30 | 7 | $1.7B | 31 | |
| 2018-06-30 | 7 | $1.6B | 29 | |
| 2018-03-31 | 6 | $1.5B | 10 | |
| 2017-12-31 | 6 | $1.5B | 13 | |
| 2017-09-30 | 6 | $1.4B | 25 | |
| 2017-06-30 | 5 | $1.1B | 38 | |
| 2017-03-31 | 6 | $1.4B | 82 | |
| 2016-12-31 | 6 | $1.7B | 100 | |
| 2016-09-30 | 5 | $1.6B | 37 | |
| 2016-06-30 | 7 | $1.7B | 21 | |
| 2016-03-31 | 7 | $1.5B | 27 | |
| 2015-12-31 | 7 | $1.7B | 30 | |
| 2015-09-30 | 8 | $1.9B | 23 | |
| 2015-06-30 | 8 | $2.2B | 33 | |
| 2015-03-31 | 9 | $3.0B | 27 | |
| 2014-12-31 | 8 | $3.1B | 27 | |
| 2014-09-30 | 9 | $3.4B | 55 | |
| 2014-06-30 | 9 | $2.8B | 46 | |
| 2014-03-31 | 8 | $1.9B | 86 | |
| 2013-12-31 | 9 | $1.8B | 55 | |
| 2013-09-30 | 8 | $1.1B | 65 | |
| 2013-06-30 | 10 | $958.9M | 0 |
Holding changes this quarter
General Atlantic, L.p.'s most significant position changes for 2026-03-31: Sold out: Alignment Healthcare INC (ALHC); Trim: Xp INC Class A — shares -9.40%; Trim: Revolution Medicines INC (RVMD) — shares -74.84%; Trim: Centessa Pharmaceuticals-adr (260) — shares -77.85%; Add: Alkami Technology INC (ALKT) — shares +27.90%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Xp INC Class A | +5.3% | -9.40% | Trim |
| 2 | DLO | DLocal Limited | +5.2% | — | Unchanged |
| 3 | PHVS | Pharvaris N.V. | +2.8% | — | Unchanged |
| 4 | EWCZ | European Wax Center Inc-a | +1.9% | — | Unchanged |
| 5 | ALKT | Alkami Technology INC | +1.6% | +27.90% | Add |
| 6 | GROV | Grove Collaborative Holdings | +0.1% | — | Unchanged |
| 7 | RSKD | Riskified Ltd. | +0.1% | — | Unchanged |
| 8 | ✓ | — | — | Unchanged | |
| 9 | CHYM | Chime Financial Inc-cl A | -0.1% | — | Unchanged |
| 10 | NRIX | Nurix Therapeutics INC | -0.3% | -16.24% | Trim |
| 11 | 260 | Centessa Pharmaceuticals-adr | -2.8% | -77.85% | Trim |
| 12 | RVMD | Revolution Medicines INC | -4.6% | -74.84% | Trim |
| 13 | ALHC | Alignment Healthcare INC | — | EXIT | Sold out |
FAQ
What is General Atlantic, L.p. and what type of investor is it?
General Atlantic, L.p. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $2.1B, spread across 12 disclosed positions.
What are General Atlantic, L.p.'s largest equity positions?
Based on the latest 13F filing, General Atlantic, L.p.'s top holdings by market value are:
1. DLocal Limited (DLO) — $605.1M (28.2%)
2. Chime Financial Inc-cl A (CHYM) — $398.2M (18.5%)
3. Xp INC Class A — $391.6M (18.2%)
4. Alkami Technology INC (ALKT) — $240.3M (11.2%)
5. Pharvaris N.V. (PHVS) — $226.9M (10.6%)
What changes did General Atlantic, L.p. make in its most recent portfolio filing?
In the latest reported quarter, General Atlantic, L.p. made 6 notable position adjustments: 0 new positions were initiated, 1 existing holdings were added to, 4 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Alignment Healthcare INC (ALHC); Trim: Xp INC Class A — shares -9.40%; Trim: Revolution Medicines INC (RVMD) — shares -74.84%; Trim: Centessa Pharmaceuticals-adr (260) — shares -77.85%; Add: Alkami Technology INC (ALKT) — shares +27.90%
What sectors does General Atlantic, L.p. focus on?
General Atlantic, L.p. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 100.0%