TGTPG GP A, LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings40 positions
LIFESTANCE HEALTH GROUP INC | 175.3M | $974.6M | 15.1% | $9.52 | -41.60% | 3 qtrssince 2021-Q4 | Unchanged 0 |
CONVEY HEALTH SOLUTIONS HLDG | 54.7M | $568.9M | 8.8% | — | — | 3 qtrssince 2021-Q4 | Unchanged 0 |
LIFE TIME GROUP HOLDINGS INC | 43.1M | $554.7M | 8.6% | $17.21 | -25.16% | 3 qtrssince 2021-Q4 | Unchanged 0 |
CUSHMAN WAKEFIELD PLC | 34.8M | $530.9M | 8.2% | $22.24 | -31.47% | 3 qtrssince 2021-Q4 | Decreased 0 |
LAMB WESTON HLDGS INC | 5.1M | $367.6M | 5.7% | $59.03 | +11.11% | 2 qtrssince 2022-Q1 | Increased 89 |
FIDELITY NATL INFORMATION SV | 3.7M | $336.1M | 5.2% | $94.88 | -14.36% | 3 qtrssince 2021-Q4 | Increased 65 |
ELEVANCE HEALTH INC FORMERLY | 696,440 | $336.1M | 5.2% | $432.06 | +4.67% | 3 qtrssince 2021-Q4 | Decreased 0 |
THOMSON REUTERS CORP | 2.9M | $303.4M | 4.7% | $106.89 | -10.58% | 3 qtrssince 2021-Q4 | Increased 67 |
PROGYNY INC | 10M | $290.5M | 4.5% | $50.35 | -42.30% | 3 qtrssince 2021-Q4 | Unchanged 0 |
PROPERTYGURU GROUP LTD | 48.5M | $218.2M | 3.4% | — | — | 2 qtrssince 2022-Q1 | Unchanged 0 |
ALLOGENE THERAPEUTICS INC | 18.7M | $213.4M | 3.3% | $14.92 | -23.59% | 3 qtrssince 2021-Q4 | Unchanged 0 |
MICROSOFT CORP | 679,510 | $174.5M | 2.7% | $305.92 | -18.92% | 3 qtrssince 2021-Q4 | Increased 64 |
LIBERTY MEDIA CORP-LIBERTY-C | 2.5M | $160.5M | 2.5% | $56.57 | -2.35% | 3 qtrssince 2021-Q4 | Increased 65 |
ROSS STORES INC | 2.2M | $153.4M | 2.4% | $84.97 | -20.97% | 3 qtrssince 2021-Q4 | Increased 85 |
AMAZON COM INC | 1.4M | $148.5M | 2.3% | $160.31 | -33.75% | 2 qtrssince 2022-Q1 | Increased 85 |
COMCAST CORP NEW | 3.7M | $146.3M | 2.3% | $39.50 | -20.92% | 3 qtrssince 2021-Q4 | Increased 54 |
PEGASYSTEMS INC | 2.4M | $116.8M | 1.8% | $46.00 | -48.69% | 3 qtrssince 2021-Q4 | Increased 59 |
BLACKBAUD INC | 1.7M | $99.7M | 1.5% | $78.98 | -44.21% | 3 qtrssince 2021-Q4 | Unchanged 0 |
JOHNSON CONTROLS INTERNATION | 2M | $94M | 1.5% | $66.43 | -33.13% | 3 qtrssince 2021-Q4 | Increased 62 |
VAXCYTE INC | 3.7M | $79.8M | 1.2% | $23.79 | -8.53% | 3 qtrssince 2021-Q4 | Decreased 0 |
TPG GP A, LLC manages $6.5B across 40 positions as of Q2 2022. Top holdings: LFST (15.1%), CNVY (8.8%), LTH (8.6%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1.5/5.0.
Exited 2, increased 14, trimmed 6. Top move: LW (INCREASED, conviction 89). Portfolio: $6.5B across 40 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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