Silver Lake Group, L.L.C.

Q3 2024 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
9/30/2024
Date filed
11/8/2024
Form type
13F-HR
Num holdings
17
Total value ($000)
$8,907,527
Net value change ($000)
+737,873 (9.0%)
New positions
1
Sold out positions
0
Turnover %
0.0%
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 Q2 2024
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)
FA 338,529 23.5%
U 220,917 39.1%
Endeavor Group Holdings, Inc. 140,724 5.7%
Global Blue Group Holding AG 81,967 13.5%
SolarWinds Corp 61,474 8.3%
SOFI 38,943 18.9%
MSGS 38,246 10.7%
DELL 1,419 2.9%
O 218 NEW
DOC DR Holdco, LLC 35 16.5%
Top Reduces (Value $000, Stocks/ETFs)
NABL -133,398 -14.2%
EVCM -41,593 -5.6%
Vacasa, Inc. -6,434 -42.3%
GDRX -3,038 -11.0%
SNOW -191 -14.9%
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.
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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