Institutional Fund
Darlington Partners Capital Management, LP
Greenbrae, CACIK 18544405 filings on record
Portfolio Value
$2.23B
Q1 2026
Holdings
10
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-11.0%
from $2.50B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Tpg Inc16.4%
- Salesforce Inc13.1%
- Shift4 Pmts Inc12.9%
- Tko Group Holdings Inc12.2%
- Lpl Finl Hldgs Inc12.1%
- Global E Online Ltd9.6%
- Other23.6%
Portfolio Holdings
10 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tpg Inc | 9.00M | $364.59M | 16.4% | +4.07M | Added |
| 2 | Salesforce Inc | 1.56M | $291.55M | 13.1% | +310.0K | Added |
| 3 | Shift4 Pmts Inc | 6.58M | $287.59M | 12.9% | +1.00M | Added |
| 4 | Tko Group Holdings Inc | 1.35M | $272.30M | 12.2% | 0 | Held |
| 5 | Lpl Finl Hldgs Inc | 893.0K | $268.64M | 12.1% | +110.0K | Added |
| 6 | Global E Online Ltd | 6.96M | $214.77M | 9.6% | +3.20M | Added |
| 7 | Warner Music Group Corp | 7.55M | $192.88M | 8.7% | +900.0K | Added |
| 8 | Six Flags Entertainment Corp | 8.70M | $154.43M | 6.9% | +3.50M | Added |
| 9 | Lineage Inc | 2.77M | $90.73M | 4.1% | +1.16M | Added |
| 10 | Accel Entertainment Inc | 8.10M | $88.35M | 4.0% | 0 | Held |