Silver Lake Group, L.L.C.

Q2 2021 13F-HR/A Holdings

Location
Menlo Park, CA
Holdings as of
6/30/2021
Date filed
10/6/2021
Form type
13F-HR/A - RESTATEMENT
Num holdings
17
Total value ($000)
$14,573
Net value change ($000)
+4,541 (45.3%)
New positions
6
Sold out positions
0
Turnover %
38.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q1 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
Endeavor Group Holdings, Inc. 2,549 NEW
FA 2,205 NEW
SOFI 738 NEW
U 388 9.5%
Qualtrics International Inc. 129 17.4%
PATH 55 NEW
DELL 13 NEW
GDRX 9 7.6%
SOFI TECHNOLOGIES INC 7 NEW
Top Reduces (Value $000, Stocks/ETFs)
SolarWinds Corp -1,049 -48.9%
Global Blue Group Holding AG -307 -18.6%
ABNB -89 -18.5%
PENG -77 -23.3%
ROOT -18 -15.3%
MSGS -13 -3.8%
SNOW -3 -60.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type