Vault-13

GENERAL ATLANTIC, L.P.

New York, NY · CIK 1017645 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$2.9bn reported value +35.3% vs Q1 2026
12positions
99.0%in top 10
3 new 1 added 3 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 LIFTOFF MOBILE INC COM LFTO LFTO 25,315,646 $608.1m20.92% 20.92% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 25.3m
2 DLOCAL LTD CLASS A COM DLO DLO 46,656,695 $606.3m20.86% 20.86% UnchangedShares held: Q3 2025 46.7m, Q4 2025 46.7m, Q1 2026 46.7m, Q2 2026 46.7m
3 CHIME FINL INC COM SHS CL A CHYM CHYM 21,259,683 $435.4m14.98% 14.98% UnchangedShares held: Q3 2025 19.2m, Q4 2025 21.3m, Q1 2026 21.3m, Q2 2026 21.3m
4 ALKAMI TECHNOLOGY INC COM ALKT ALKT 19,379,038 $351.1m12.08% 12.08% AddedShares held: Q3 2025 12.0m, Q4 2025 12.0m, Q1 2026 15.3m, Q2 2026 19.4m +4.0m +4,041,543 26.4%
5 XP INC CL A XP XP 20,566,133 $334.4m11.50% 11.50% UnchangedShares held: Q3 2025 25.5m, Q4 2025 22.7m, Q1 2026 20.6m, Q2 2026 20.6m
6 PHARVARIS N V COM PHVS PHVS 6,550,757 $226.5m7.79% 7.79% ReducedShares held: Q3 2025 8.0m, Q4 2025 8.0m, Q1 2026 8.0m, Q2 2026 6.6m -1.5m -1,480,495 -18.4%
7 SEAPORT THERAPEUTICS INC COMMON STOCK SPTX SPTX 6,101,582 $132.5m4.56% 4.56% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 6.1m
8 NURIX THERAPEUTICS INC COM NRIX NRIX 3,032,185 $73.6m2.53% 2.53% ReducedShares held: Q3 2025 0, Q4 2025 4.9m, Q1 2026 4.1m, Q2 2026 3.0m -1.1m -1,069,680 -26.1%
9 REVOLUTION MEDICINES INC COM RVMD RVMD 357,791 $67.0m2.31% 2.31% ReducedShares held: Q3 2025 2.5m, Q4 2025 2.8m, Q1 2026 707.8k, Q2 2026 357.8k -350.0k -350,000 -49.5%
10 PARABILIS MEDICINES INC COM PBLS PBLS 1,538,461 $42.1m1.45% 1.45% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.5m
11 RISKIFIED LTD SHS CL A RSKD RSKD 5,324,998 $26.8m0.92% 0.92% UnchangedShares held: Q3 2025 5.3m, Q4 2025 5.3m, Q1 2026 5.3m, Q2 2026 5.3m
12 GROVE COLLABORATIVE HOLD INC COM CL A GROV GROV 2,474,859 $3.1m0.11% 0.11% UnchangedShares held: Q3 2025 2.5m, Q4 2025 2.5m, Q1 2026 2.5m, Q2 2026 2.5m

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
EUROPEAN WAX CTR INC EWCZ EWCZ 13,110,492 $75.8m13.1m shares
CENTESSA PHARMACEUTICALS PLC 1,354,830 $53.8m1.4m shares
WEBULL CORP BULL BULL 50,816 $243.9k50.8k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

CompanyTickerStakeChange ScheduleLast filed
DLOCAL LTD DLO · 13D · filed 2026-08-19 DLO 21.4%≈ $478.4m -6.9 pts 13D 2026-08-19
ALKAMI TECHNOLOGY INC ALKT · 13D · filed 2026-05-15 ALKT 18.1%≈ $351.9m +1.8 pts 13D 2026-05-15
LIFTOFF MOBILE INC LFTO · 13D · filed 2026-06-12 LFTO 15.0%≈ $608.1m new 13D 2026-06-12
SEAPORT THERAPEUTICS INC SPTX · 13D · filed 2026-05-11 SPTX 11.5%≈ $132.5m new 13D 2026-05-11
AKERO THERAPEUTICS INC AKRO · 13G · filed 2025-05-15 AKRO 8.4% 13G 2025-05-15
PHARVARIS N V PHVS · 13G · filed 2026-08-14 PHVS 7.6%≈ $185.3m 13G 2026-08-14
CHIME FINL INC CHYM · 13G · filed 2025-11-10 CHYM 5.6%≈ $393.4m new 13G 2025-11-10
XP INC XP · 13D · filed 2025-12-04 XP 5.4%≈ $370.1m 13D 2025-12-04

Trades reported as a company insider since 1 Apr 2026

Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.

DateCompanyTickerTradeShares ValueTheir holding
2026-06-05 LIFTOFF MOBILE INC Director · See footnote LFTO Bought 1,304,347 $30.0m1.3m shares +5%
2026-05-14 ALKAMI TECHNOLOGY INC Director · See footnote ALKT Bought 675,000 $11.1m675.0k shares +4%
2026-05-13 ALKAMI TECHNOLOGY INC Director · See footnote ALKT Bought 550,000 $9.1m550.0k shares +3%
2026-05-12 ALKAMI TECHNOLOGY INC Director · See footnote ALKT Bought 750,000 $12.7m750.0k shares +4%
2026-05-06 ALKAMI TECHNOLOGY INC Director · See footnote ALKT Bought 844,772 $14.0m844.8k shares +5%
2026-05-05 ALKAMI TECHNOLOGY INC Director · See footnote ALKT Bought 700,000 $11.8m700.0k shares +4%
2026-05-04 ALKAMI TECHNOLOGY INC Director · See footnote ALKT Bought 521,771 $8.8m521.8k shares +3%