Institutional Manager · CIK 0002069049
BC Partners PE LP
New York, NY · File #028-25614
Latest AUM
$6.99B
Positions
3
Top-10 Concentration
100.0%
Filings
4
Portfolio Value Over Time
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 |
|---|---|---|---|---|---|
| REDUCE | Chewy | CHWY | -13,280,212 | -$438.9M | -$1.40B |
| REDUCE | GFL | GFL | -5,424,796 | -$209.2M | -$62.1M |
| REDUCE | Intelsat | INTC | 0 | $0 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20253 pos · $6.99B
- 13F HOLDINGS REPORTQ/E Sep 20253 pos · $9.10B
- 13F HOLDINGS REPORTQ/E Jun 20253 pos · $9.61B
- 13F HOLDINGS REPORTQ/E Mar 20253 pos · $8.61B
Top 3 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Chewy | CHWY | 176,478,228 | $5.83B | 83.49% |
| 2 | GFL | GFL | 29,912,724 | $1.15B | 16.51% |
| 3 | Intelsat | INTC | 34,738,563 | $0 | 0.00% |