TGTPG GP A, LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings39 positions
LIFESTANCE HEALTH GROUP INC | 175.3M | $1.3B | 21.2% | $9.52 | -21.95% | 6 qtrssince 2021-Q4 | Unchanged 0 |
LIFE TIME GROUP HOLDINGS INC | 43.1M | $687.4M | 11.2% | $17.21 | -7.26% | 6 qtrssince 2021-Q4 | Unchanged 0 |
NEXTPOWER INC | 15.3M | $554M | 9.0% | $36.26 | 0.00% | 1 qtr | New 98 |
CUSHMAN WAKEFIELD PLC | 34.8M | $367.1M | 6.0% | $22.24 | -52.61% | 6 qtrssince 2021-Q4 | Unchanged 0 |
PROGYNY INC | 9.3M | $297.1M | 4.8% | $50.35 | -36.21% | 6 qtrssince 2021-Q4 | Unchanged 0 |
CHENIERE ENERGY INC | 1.6M | $250.3M | 4.1% | $158.51 | -3.93% | 3 qtrssince 2022-Q3 | Increased 66 |
PROPERTYGURU GROUP LTD | 48.5M | $242.5M | 4.0% | — | — | 5 qtrssince 2022-Q1 | Unchanged 0 |
LAMB WESTON HOLDINGS INC | 2.3M | $236.5M | 3.9% | $64.90 | +49.10% | 5 qtrssince 2022-Q1 | Increased 67 |
Microsoft Corporation | 788,360 | $227.3M | 3.7% | $296.82 | -5.50% | 6 qtrssince 2021-Q4 | Increased 60 |
ELEVANCE HEALTH INC FORMERLY | 482,522 | $221.9M | 3.6% | $432.28 | +0.51% | 6 qtrssince 2021-Q4 | Increased 63 |
PEGASYSTEMS INC | 2.9M | $142.1M | 2.3% | $41.67 | -42.45% | 6 qtrssince 2021-Q4 | Increased 58 |
JOHNSON CONTROLS INT | 2.2M | $134.3M | 2.2% | $65.30 | -12.85% | 6 qtrssince 2021-Q4 | Increased 60 |
LIBERTY MEDIA CORP-LIBERTY-C | 1.7M | $130.2M | 2.1% | $56.48 | +14.42% | 6 qtrssince 2021-Q4 | Decreased 0 |
ENDEAVOR GROUP HLDGS INC | 5.4M | $128.7M | 2.1% | — | — | 3 qtrssince 2022-Q3 | Increased 63 |
Amazon.com, Inc. | 1.2M | $121.7M | 2.0% | $133.17 | -22.44% | 5 qtrssince 2022-Q1 | Decreased 0 |
| 896,798 | $119.9M | 2.0% | — | — | 6 qtrssince 2021-Q4 | Increased 54 | |
Union Pacific Corporation | 564,020 | $113.5M | 1.9% | $186.03 | 0.00% | 1 qtr | New 70 |
Comcast Corporation | 2.8M | $104.8M | 1.7% | $37.99 | -18.70% | 6 qtrssince 2021-Q4 | Decreased 0 |
ALLOGENE THERAPEUTICS INC | 18.7M | $92.5M | 1.5% | $14.92 | -66.89% | 6 qtrssince 2021-Q4 | Unchanged 0 |
SENTINELONE INC CLASS A | 5.2M | $84.4M | 1.4% | $16.36 | -7.70% | 1 qtr | New 69 |
TPG GP A, LLC manages $6.1B across 39 positions as of Q1 2023. Top holdings: LFST (21.2%), LTH (11.2%), NXT (9.0%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1.5/5.0.
Added NXT, UNP, S and 4 more; exited TRI, ROST, UBER and 2 more; increased 9, led by LW (+351,948 shares); trimmed 7, led by FIS (−2.2M shares). Top move: NXT (NEW, conviction 98). Portfolio: $6.1B across 39 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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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
Verify source filings on SEC EDGAR