ADVENT INTERNATIONAL, L.P.

Q1 2024 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2024
Date filed
5/15/2024
Form type
13F-HR
Num holdings
19
Total value ($000)
$5,699,201
Net value change ($000)
-1,761,165 (-23.6%)
New positions
0
Sold out positions
1
Turnover %
16.5%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 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)
NU 85,590 43.2%
CRS 70,647 430.9%
DT 47,730 170.9%
OWL 40,618 114.8%
GE 23,021 181.3%
INTU 10,415 52.3%
NOW 852 7.9%
RPID 132 30.8%
Top Reduces (Value $000, Stocks/ETFs)
Sovos Brands, Inc. -938,746 -100.0%
CCC -592,575 -18.2%
OLPX -309,671 -24.4%
DH -116,863 -18.8%
TDG -40,412 -20.0%
FWRG -15,793 -2.3%
FIVE -10,910 -14.9%
ESTC -9,981 -29.7%
NCSM -2,691 -10.2%
ATI Physical Therapy, Inc. -1,297 -9.1%
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