DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
CIK 0001854440 · GREENBRAE, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP reported 10 positions worth $2.27B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: TPG (16.1%).
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.27B
2026 Q2
Positions
10
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
10 positions shown
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | TPG | SH | $364.9M | 16.11% | 9,000,000 | — | — | |
| ▸ 2 | FOUR | SH | $348.4M | 15.38% | 7,161,844 | — | — | |
| ▸ 3 | LPLA | SH | $279.7M | 12.35% | 993,006 | — | — | |
| ▸ 4 | TKO | SH | $271.8M | 12.00% | 1,350,367 | — | — | |
| ▸ 5 | CRM | SH | $244.7M | 10.80% | 1,561,852 | — | — | |
| ▸ 6 | GLBE | SH | $241.8M | 10.67% | 6,961,820 | — | — | |
| ▸ 7 | WMG | SH | $181.5M | 8.01% | 6,705,884 | — | — | |
| ▸ 8 | FUN | SH | $164.0M | 7.24% | 7,700,000 | — | — | |
| ▸ 9 | ACEL | SH | $102.1M | 4.51% | 8,098,349 | — | — | |
| ▸ 10 | LINE | SH | $66.3M | 2.93% | 1,533,843 | — | — |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP hold as of Q2 2026?
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP reported 10 positions worth $2.27B in its Q2 2026 13F filing. Largest positions: TPG (16.1%), FOUR (15.4%), LPLA (12.3%), TKO (12.0%) and CRM (10.8%).
What did DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.