Atairos Partners GP, Inc.
Long book
$35.2M
Q1 2026
Positions
2
Top-10 weight
100%
concentration
Last quarter
+2.4%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsAtairos Partners GP, Inc. is a diversified fundamental manager, specialised in technology (100% of the long book), running a $35.2M US long book across 2 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: CLARIVATE PLC, Karman Topco LP.
Over the last 6 quarters its long book ran on average 14.4pp per quarter behind the S&P 500, beating the index in 0 of 6 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
Q4 2024
-22.6%
Q1 2025
+9.4%
Q2 2025
-10.9%
Q3 2025
-12.8%
Q4 2025
-24.3%
Q1 2026
+2.4%
Sector allocation
Technology 100%
Long book by quarter
What does Atairos Partners own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| CLVT CLARIVATE PLC | Technology | 10.2M | $25.9M | 73.6% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 2 | $35.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 2 | $43.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 2 | $30.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 2 | $29.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 2 | $30.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 2 | $49.7M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 1 | $37.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 1 | $35.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 1 | $21.5M | canonical | SEC ↗ |