WARBURG PINCUS LLC

Fundamental diversified ★Signal healthcare specialist (86%) CIK 1162870
Long book
$343.5M
Q1 2026
Positions
3
Top-10 weight
100%
concentration
Last quarter
+23.7%
SPY +14.8%
Turnover
25%
of book per quarter

Strategy in plain words

auto-generated from filings

WARBURG PINCUS LLC is a diversified fundamental manager, specialised in healthcare (86% of the long book), running a $343.5M US long book across 3 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: SOTERA HEALTH CO, BANC OF CALIFORNIA INC, LEARWATER ANALYTICS HLDGS I.

Over the last 9 quarters its long book ran on average 1pp per quarter ahead of the S&P 500, beating the index in 4 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
-5.3%
Q2 2024
+30.9%
Q3 2024
-13.1%
Q4 2024
-13.9%
Q1 2025
-1.1%
Q2 2025
+32.8%
Q3 2025
+10.8%
Q4 2025
-15.9%
Q1 2026
+23.7%

Sector allocation

Healthcare
86%
Financials
14%

Long book by quarter

$1.81B
Q1 2024
$1.75B
Q2 2024
$1.95B
Q3 2024
$1.52B
Q4 2024
$1.31B
Q1 2025
$1.18B
Q2 2025
$1.35B
Q3 2025
$984.5M
Q4 2025
$343.5M
Q1 2026

What does WARBURG PINCUS own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
SHC SOTERA HEALTH COHealthcare19.1M$273.9M79.8%-44.0%
BANC BANC OF CALIFORNIA INCFinancials2.6M$46.4M13.5%-81.7%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 20263$343.5M canonicalSEC ↗
Q4 202513F-HRFeb 17, 20264$984.5M canonicalSEC ↗
Q3 202513F-HRNov 14, 20254$1.35B canonicalSEC ↗
Q2 202513F-HRAug 14, 20255$1.18B canonicalSEC ↗
Q1 202513F-HRMay 15, 20256$1.31B canonicalSEC ↗
Q4 202413F-HRFeb 14, 20256$1.52B canonicalSEC ↗
Q3 202413F-HRNov 14, 20247$1.95B canonicalSEC ↗
Q2 202413F-HRAug 14, 20247$1.75B canonicalSEC ↗
Q1 202413F-HRMay 15, 20247$1.81B canonicalSEC ↗