1y return−28.2%S&P 500 +20.9%
3y return−43.8%S&P 500 +68.5%
5y return−26.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $121 against $280 in the S&P 500.2
Atairos Group, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TNETTrinet Group Inc | $895.1M | 51.0% | |
| LUCKLucky Strike Entertainment Corp | $474.4M | 27.0% | |
| LTHLife Time Group Holdings, Inc. | $358.2M | 20.4% | New |
| Clarivate PLCCUSIP G21810109 | $26.5M | 1.5% | |
| XPOFXponential Fitness Inc | $1.6M | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| XPOFXponential Fitness Inc | June 30, 2025 | −7.6% | $1.6M |
| LUCKLucky Strike Entertainment Corp | December 31, 2021 | −17.1% | $474.4M |
| TNETTrinet Group Inc | June 30, 2020 | −18.8% | $895.1M |
| Clarivate PLCCUSIP G21810109 | December 31, 2021 | −90.8% | $26.5M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.7% | +14.8% |
| March 31, 2026 | −26.1% | −4.6% |
| December 31, 2025 | −13.2% | +2.4% |
| September 30, 2025 | −2.4% | +7.8% |
| June 30, 2025 | −6.9% | +10.5% |
| March 31, 2025 | −9.7% | −4.6% |
| December 31, 2024 | −9.0% | +2.1% |
| September 30, 2024 | −7.1% | +5.4% |
| June 30, 2024 | −16.4% | +4.0% |
| March 31, 2024 | +6.1% | +10.0% |
| December 31, 2023 | +12.9% | +11.2% |
| September 30, 2023 | +10.0% | −3.6% |
| June 30, 2023 | −1.0% | +8.3% |
| March 31, 2023 | +20.5% | +7.0% |
| December 31, 2022 | −0.0% | +7.1% |
| September 30, 2022 | −3.3% | −5.3% |
| June 30, 2022 | −15.9% | −16.5% |
| March 31, 2022 | +2.9% | −4.9% |
| December 31, 2021 | +1.0% | +10.7% |
| September 30, 2021 | +30.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Atairos Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1671122&type=13F-HR&dateb=&owner=include&count=40CIK 1671122
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1671122/000095010326012367/Filed August 14, 2026 · accession 0000950103-26-012367