AG
Atairos Group, Inc.
Concentrated strategyQuality / disciplined sizing
Total reported value
$1.2B
Reporting period: 2026-03-31 · Number of holdings: 4
Atairos Group, Inc. disclosed 4 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.2B and a quarterly turnover rate of 30.0%.
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 30.02
- Momentum/Contrarian
- 50
- Sector conviction
- 0
- Diversification
- 8
- Sizing Uniformity
- 88.92
Recent moves
Trim TNET
0.0% -$410.5M
Add LUCK
0.0% -$9.5M
Add CLVT
0.0% -$9.9M
Unchanged XPOF
0.0% -$498.5K
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 | TNET | Trinet Group INC | Stock-Other | 54.05% | -10.79% | — | |
| 2 | LUCK | Lucky Strike Entertainment C | Stock-Other | 43.29% | +10.72% | — | |
| 3 | CLVT | Clarivate Plc | Stock-Other | 2.54% | +0.06% | — | |
| 4 | XPOF | Xponential Fitness Inc-a | Stock-Other | 0.11% | — | — |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 4 | $1.2B | 30 | |
| 2025-12-31 | 4 | $1.6B | 18 | |
| 2025-09-30 | 5 | $2.0B | 13 | |
| 2025-06-30 | 5 | $2.0B | 0 | |
| 2025-03-31 | 4 | $2.2B | 100 | |
| 2024-12-31 | 4 | $2.4B | 0 | |
| 2024-09-30 | 4 | $2.6B | 0 | |
| 2024-06-30 | 4 | $2.8B | 0 | |
| 2024-03-31 | 4 | $3.4B | 0 | |
| 2023-12-31 | 4 | $3.2B | 0 | |
| 2023-09-30 | 4 | $2.8B | 0 | |
| 2023-06-30 | 4 | $2.9B | 0 | |
| 2023-03-31 | 4 | $3.0B | 0 | |
| 2022-12-31 | 4 | $2.5B | 0 | |
| 2022-09-30 | 6 | $2.5B | 0 | |
| 2022-06-30 | 5 | $2.6B | 0 | |
| 2022-03-31 | 5 | $3.0B | 0 | |
| 2021-12-31 | 4 | $2.9B | 0 | |
| 2021-09-30 | 1 | $2.0B | 0 | |
| 2021-06-30 | 1 | $1.6B | 100 | |
| 2021-03-31 | 1 | $1.7B | 3 | |
| 2020-12-31 | 1 | $1.7B | 30 | |
| 2020-09-30 | 1 | $1.3B | 3 | |
| 2020-06-30 | 1 | $1.3B | 47 | |
| 2020-03-31 | 1 | $807.8M | 36 | |
| 2019-12-31 | 1 | $1.2B | 4 | |
| 2019-09-30 | 1 | $1.2B | 11 | |
| 2019-06-30 | 2 | $1.3B | 14 | |
| 2019-03-31 | 2 | $1.2B | 35 | |
| 2018-12-31 | 2 | $822.8M | 30 | |
| 2018-09-30 | 1 | $1.1B | 1 | |
| 2018-06-30 | 2 | $1.1B | 19 | |
| 2018-03-31 | 1 | $903.4M | 4 | |
| 2017-12-31 | 1 | $864.8M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LUCK | Lucky Strike Entertainment C | +10.7% | — | Unchanged |
| 2 | CLVT | Clarivate Plc | +0.1% | — | Unchanged |
| 3 | XPOF | Xponential Fitness Inc-a | — | — | Unchanged |
| 4 | TNET | Trinet Group INC | -10.8% | — | Unchanged |
FAQ
What is Atairos Group, Inc. and what type of investor is it?
Atairos Group, Inc. 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 $1.2B, spread across 4 disclosed positions.
What are Atairos Group, Inc.'s largest equity positions?
Based on the latest 13F filing, Atairos Group, Inc.'s top holdings by market value are:
1. Trinet Group INC (TNET) — $658.9M (54.0%)
2. Lucky Strike Entertainment C (LUCK) — $527.7M (43.3%)
3. Clarivate Plc (CLVT) — $31.0M (2.5%)
4. Xponential Fitness Inc-a (XPOF) — $1.4M (0.1%)
What changes did Atairos Group, Inc. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Atairos Group, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Atairos Group, Inc. focus on?
Sector breakdown data is not yet available for Atairos Group, Inc.. Check back after the next 13F processing cycle.