Back to funds

THOMA BRAVO, L.P.

hedge fundUpdated 40 days ago

Managed by Thoma Bravo, L.P. • Latest filing Q2 2026

Portfolio value
$7.3B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-2.5%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$7.9B
Q2 2023$7.8B
Q3 2023$7.3B
Q4 2023$11.1B
Q1 2024$10.3B
Q2 2024$10.1B
Q3 2024$7.9B
Q4 2024$5.6B
Q1 2025$14.6B
Q2 2025$12B
Q3 2025$11.7B
Q4 2025$10.2B
Q1 2026$6.7B
Q2 2026$7.3B

Top holdings

3 positions as of Q2 2026

View filing
S

SAILPOINT INC

Unchanged
Value
$7B
Shares
479.84M
% Port
96.47%
?
2.N/A

N-ABLE INC

Unchanged
Value
$183.8M
Shares
50.09M
% Port
2.52%
T

SERVICETITAN INC

Unchanged
Value
$73.5M
Shares
1.04M
% Port
1.01%

Explore