DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
CIK 0001854440 · GREENBRAE, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
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
Top Holdings
TPG
TPG INC
16.1%
FOUR
SHIFT4 PMTS INC
15.4%
LPLA
LPL FINL HLDGS INC
12.3%
TKO
TKO GROUP HOLDINGS INC
12.0%
CRM
SALESFORCE INC
10.8%
GLBE
GLOBAL E ONLINE LTD
10.7%
WMG
WARNER MUSIC GROUP CORP
8.0%
FUN
SIX FLAGS ENTERTAINMENT CORP
7.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.