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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DLO | DLOCAL | $11.24 | -4.50% | 8.95% | -73.44% | $605.1M | 28.17% | — | HELD |
| 2 | CHYM | CHIME | $17.48 | -3.74% | -49.76% | -49.20% | $398.2M | 18.53% | — | HELD |
| 3 | XP | XP, INC | $15.34 | -1.92% | -21.39% | -58.09% | $391.6M | 18.23% | −2,133,000 | −9.4% |
| 4 | ALKT | ALKAMI | $15.89 | -1.79% | -47.83% | -49.22% | $240.3M | 11.19% | +3,346,015 | +27.9% |
| 5 | PHVS | PHARVARIS | $31.09 | -1.71% | 85.28% | 74.96% | $226.9M | 10.56% | — | HELD |
| 6 | EWCZ | EUROPEAN WAX CENTER | $5.82 | — | — | — | $75.8M | 3.53% | — | HELD |
| 7 | RVMD | REVOLUTION MEDICINES | $149.23 | -4.15% | 263.18% | 421.05% | $68.8M | 3.20% | −2,105,137 | −74.8% |
| 8 | NRIX | NURIX THERAPEUTICS | $14.64 | -4.19% | 14.55% | -52.37% | $63.6M | 2.96% | −795,294 | −16.2% |
| 9 | CNTA | CENTESSA PHARMACEUTICALS | $39.62 | -0.45% | 232.38% | 91.96% | $53.8M | 2.50% | −4,762,885 | −77.9% |
| 10 | RSKD | RISKIFIED | $4.75 | -1.25% | -7.41% | -85.27% | $20.9M | 0.97% | — | HELD |
| 11 | GROV | GROVE COLLABORATIVE | $1.15 | -7.26% | -12.88% | -97.64% | $3.2M | 0.15% | — | HELD |
| 12 | BULL | WEBULL | $5.60 | -8.20% | -48.91% | -43.72% | $244K | 0.01% | — | HELD |
| 13 | ALHC | ALIGNMENT HEALTHCARE | $15.37 | 1.99% | 0.99% | -26.21% | — | — | −13,167,733 | EXITED |
Source: SEC EDGAR · accession 0000950142-26-001406. 13F discloses long positions only — shorts, foreign equities, and options are excluded.