ADVENT INTERNATIONAL, L.P.

Q2 2023 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2023
Date filed
8/14/2023
Form type
13F-HR
Num holdings
20
Total value ($000)
$8,640,111
Net value change ($000)
+426,451 (5.2%)
New positions
1
Sold out positions
5
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2023
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)
CCC 796,608 25.0%
NU 67,034 85.0%
DH 41,870 6.5%
TDG 31,369 21.3%
ATI Physical Therapy, Inc. 21,197 NEW
XP 16,778 53.1%
INTU 13,939 197.3%
ESTC 2,816 10.7%
ENVESTNET, INC. 1,280 1.2%
CINT 424 13.8%
Top Reduces (Value $000, Stocks/ETFs)
OLPX -274,708 -12.9%
FWRG -83,808 -12.6%
Sovos Brands, Inc. -63,259 -7.1%
STNE -29,595 -100.0%
ATI Physical Therapy, Inc. -28,958 -100.0%
FLYW -23,861 -100.0%
RJF -21,315 -100.0%
FIVE -16,336 -29.0%
DT -10,635 -32.4%
NCSM -9,906 -28.3%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type