Atairos Group, Inc.
Long book
$1.22B
Q1 2026
Positions
4
Top-10 weight
100%
concentration
Last quarter
+26.1%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsAtairos Group, Inc. is a diversified fundamental manager, specialised in services_media (98% of the long book), running a $1.22B US long book across 4 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: TRINET GROUP INC, LUCKY STRIKE ENTERTAINMENT C, CLARIVATE PLC, XPONENTIAL FITNESS INC-A.
Over the last 9 quarters its long book ran on average 11.4pp per quarter behind the S&P 500, beating the index in 1 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-16.3%
Q2 2024
-6.8%
Q3 2024
-8.7%
Q4 2024
-9.4%
Q1 2025
-6.6%
Q2 2025
-2.0%
Q3 2025
-12.8%
Q4 2025
-25.7%
Q1 2026
+26.1%
Sector allocation
Services media 97%
Technology 3%
Long book by quarter
What does Atairos Group, own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 4 | $1.22B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 4 | $1.65B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 5 | $1.98B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 5 | $2.02B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 4 | $2.17B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 4 | $2.41B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 4 | $2.64B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 4 | $2.84B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 4 | $3.41B | canonical | SEC ↗ |
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