Institutional Manager · CIK 0001854440
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
GREENBRAE, CA · File #028-22155
Latest AUM
$2.50B
Positions
14
Top-10 Concentration
88.0%
Filings
14
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202514 pos · $2.50B
- 13F HOLDINGS REPORTQ/E Sep 202514 pos · $2.96B
- 13F HOLDINGS REPORTQ/E Jun 202514 pos · $3.14B
- 13F HOLDINGS REPORTQ/E Mar 202514 pos · $2.99B
- 13F HOLDINGS REPORTQ/E Dec 202414 pos · $2.68B
- 13F HOLDINGS REPORTQ/E Sep 202413 pos · $2.47B
- 13F HOLDINGS REPORT (Amended)Q/E Sep 202411 pos · $2.04B
- 13F HOLDINGS REPORTQ/E Jun 202411 pos · $2.04B
- 13F HOLDINGS REPORTQ/E Mar 202413 pos · $1.74B
- 13F HOLDINGS REPORTQ/E Dec 202315 pos · $1.62B
- 13F HOLDINGS REPORTQ/E Sep 202315 pos · $1.46B
- 13F HOLDINGS REPORTQ/E Jun 202318 pos · $1.33B
- 13F HOLDINGS REPORTQ/E Jun 202318 pos · $1.33B
- 13F HOLDINGS REPORTQ/E Mar 202319 pos · $1.10B
Top 14 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SHIFT4 PMTS INC | 82452J109 | 5,571,725 | $350.9M | 14.03% |
| 2 | SALESFORCE INC | CRM | 1,251,852 | $331.6M | 13.27% |
| 3 | TPG INC | TPGXL | 4,930,047 | $314.7M | 12.59% |
| 4 | TKO GROUP HOLDINGS INC | TKO | 1,350,367 | $282.2M | 11.29% |
| 5 | LPL FINL HLDGS INC | 50212V100 | 783,006 | $279.7M | 11.19% |
| 6 | WARNER MUSIC GROUP CORP | WMG | 6,651,884 | $204.0M | 8.16% |
| 7 | GLOBAL E ONLINE LTD | GLBE | 3,760,279 | $147.8M | 5.91% |
| 8 | CHENIERE ENERGY INC | LNG | 530,815 | $103.2M | 4.13% |
| 9 | LIBERTY MEDIA CORP DEL | FWONB | 959,329 | $94.5M | 3.78% |
| 10 | ACCEL ENTERTAINMENT INC | ACEL | 8,098,349 | $92.4M | 3.70% |
| 11 | BLACKSTONE INC | BX | 599,227 | $92.4M | 3.69% |
| 12 | SIX FLAGS ENTERTAINMENT CORP | FUN | 5,200,000 | $79.8M | 3.19% |
| 13 | ONESTREAM INC | OS | 3,839,405 | $70.6M | 2.82% |
| 14 | LINEAGE INC | LINE | 1,605,810 | $56.2M | 2.25% |