Institutional
GENERAL ATLANTIC, L.P.
CIK 0001017645
$2.15B
Reported AUM
12
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · GENERAL ATLANTIC, L.P. · Q1 2026
AI · grounded in 13F
GENERAL ATLANTIC, L.P. closed its entire position in Alignment Healthcare ALHC, reducing its exposure by $260,062,727. The fund also trimmed its holdings in Centessa Pharmaceuticals CNTA and Revolution Medicines RVMD, reducing share counts by 77.85% and 74.84% respectively. Conversely, the fund increased its stake in Alkami ALKT by 27.90%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | DLO | DLOCAL | $605.1M | 28.17% | — | HELD |
| 2 | CHYM | CHIME | $398.2M | 18.53% | — | HELD |
| 3 | XP | XP, INC | $391.6M | 18.23% | -2,133,000 | -9.4% |
| 4 | ALKT | ALKAMI | $240.3M | 11.19% | +3,346,015 | +27.9% |
| 5 | PHVS | PHARVARIS | $226.9M | 10.56% | — | HELD |
| 6 | EWCZ | EUROPEAN WAX CENTER | $75.8M | 3.53% | — | HELD |
| 7 | RVMD | REVOLUTION MEDICINES | $68.8M | 3.20% | -2,105,137 | -74.8% |
| 8 | NRIX | NURIX THERAPEUTICS | $63.6M | 2.96% | -795,294 | -16.2% |
| 9 | CNTA | CENTESSA PHARMACEUTICALS | $53.8M | 2.50% | -4,762,885 | -77.9% |
| 10 | RSKD | RISKIFIED | $20.9M | 0.97% | — | HELD |
| 11 | GROV | GROVE COLLABORATIVE | $3.2M | 0.15% | — | HELD |
| 12 | BULL | WEBULL | $244K | 0.01% | — | HELD |
| 13 | ALHC | ALIGNMENT HEALTHCARE | — | — | -13,167,733 | EXITED |
Source: SEC EDGAR · accession 0000950142-26-001406. 13F discloses long positions only — shorts, foreign equities, and options are excluded.