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DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
hedge fundUpdated 27 days agoManaged by Darlington Partners Capital Management, Lp • Latest filing Q2 2026
Portfolio value
$2.3B
Q2 2026
Filings
15
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
24.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 15 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2022 | $1.3B |
| Q1 2023 | $1.3B |
| Q2 2023 | $1.5B |
| Q3 2023 | $1.6B |
| Q4 2023 | $1.7B |
| Q1 2024 | $1.7B |
| Q2 2024 | $2B |
| Q3 2024 | $2.5B |
| Q4 2024 | $2.7B |
| Q1 2025 | $3B |
| Q2 2025 | $3.1B |
| Q3 2025 | $3B |
| Q4 2025 | $2.5B |
| Q1 2026 | $2.2B |
| Q2 2026 | $2.3B |
Top holdings
10 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A TPG INC | $364.9M | 9.00M | 16.11% | — |
| 2 | F FOUR-PA SHIFT4 PMTS INC | $348.4M | 7.16M | 15.38% | — |
| 3 | L LPLA LPL FINL HLDGS INC | $279.7M | 993.0K | 12.35% | — |
| 4 | T TKO TKO GROUP HOLDINGS INC | $271.8M | 1.35M | 12.00% | — |
| 5 | C CRM SALESFORCE INC | $244.7M | 1.56M | 10.80% | — |
| 6 | G GLBE GLOBAL E ONLINE LTD | $241.8M | 6.96M | 10.67% | — |
| 7 | W WMG WARNER MUSIC GROUP CORP | $181.5M | 6.71M | 8.01% | — |
| 8 | F FUN SIX FLAGS ENTERTAINMENT CORP | $164M | 7.70M | 7.24% | — |
| 9 | ? N/A ACCEL ENTERTAINMENT INC | $102.1M | 8.10M | 4.51% | — |
| 10 | L LCTX LINEAGE INC | $66.3M | 1.53M | 2.93% | — |