THOMA BRAVO, L.P.
Institutional investor · Portfolio as of Q2 2019
SEC EDGAR SourceSEC Filings
THOMA BRAVO, L.P. manages $1.9B across 2 positions as of Q2 2019. Top holdings: SWI (95.2%), LOGM (4.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Q2 2019 Summary
Trimmed 1. No standout high-conviction moves this quarter. Portfolio: $1.9B across 2 positions.
Top holdings by portfolio weight
SWI95.20%
LOGM4.80%
Portfolio allocation by GICS sector
Unknown100.00%
Behavioral investing profile
7-dimension quality assessment
Weak(1.0 / 5.0)
Holdings2 positions
Activity:
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer