Institutional Manager · CIK 0001671122
Atairos Group, Inc.
Bryn Mawr, PA · File #028-18539
Latest AUM
$1.65B
Positions
4
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | EXLSERVICE HOLDINGS INC | 302081104 | -1,551,970 | -$68.3M | $0 |
| REDUCE | TRINET GROUP INC | TNET | 0 | $0 | -$140.3M |
| REDUCE | LUCKY STRIKE ENTERTAINMENT CORP | LUCK | 0 | $0 | -$112.3M |
| REDUCE | CLARIVATE PLC | CLVT | 0 | $0 | -$6.0M |
| REDUCE | XPONENTIAL FITNESS INC | XPOF | 0 | $0 | +$99,242 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20254 pos · $1.65B
- 13F HOLDINGS REPORTQ/E Sep 20255 pos · $1.98B
- 13F HOLDINGS REPORTQ/E Jun 20255 pos · $2.02B
- 13F HOLDINGS REPORTQ/E Mar 20254 pos · $2.17B
- 13F HOLDINGS REPORTQ/E Dec 20244 pos · $2.41B
- 13F HOLDINGS REPORTQ/E Sep 20244 pos · $2.64B
- 13F HOLDINGS REPORTQ/E Jun 20244 pos · $2.84B
- 13F HOLDINGS REPORTQ/E Mar 20244 pos · $3.41B
- 13F HOLDINGS REPORTQ/E Dec 20234 pos · $2.84B
Top 4 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | TRINET GROUP INC | TNET | 18,085,773 | $1.07B | 64.84% |
| 2 | LUCKY STRIKE ENTERTAINMENT CORP | LUCK | 63,425,788 | $537.2M | 32.57% |
| 3 | CLARIVATE PLC | CLVT | 12,259,847 | $40.9M | 2.48% |
| 4 | XPONENTIAL FITNESS INC | XPOF | 225,550 | $1.9M | 0.11% |