ADVENT INTERNATIONAL CORP/MA

Q1 2023 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2023
Date filed
5/15/2023
Form type
13F-HR
Num holdings
24
Total value ($000)
$8,213,660
Net value change ($000)
-360,482 (-4.2%)
New positions
1
Sold out positions
1
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2022
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)
Sovos Brands, Inc. 124,191 16.1%
FWRG 105,158 18.7%
CCC 96,020 3.1%
TDG 21,442 17.1%
FIVE 4,498 8.7%
FLYW 3,974 20.0%
ADBE 3,467 14.5%
CINT 3,067 NEW
ESTC 2,897 12.4%
INTU 897 14.5%
Top Reduces (Value $000, Stocks/ETFs)
OLPX -469,500 -18.0%
NU -112,802 -58.9%
DH -41,245 -6.0%
DAY -28,240 -100.0%
RJF -18,941 -47.1%
ADSK -16,645 -52.0%
DT -15,660 -32.3%
XP -9,237 -22.6%
ATI Physical Therapy, Inc. -6,950 -19.4%
ENVESTNET, INC. -5,700 -4.9%
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