TGTPG GP A, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings36 positions
LIFESTANCE HEALTH GROUP INC | 175.3M | $1.4B | 22.1% | $9.52 | -17.75% | 9 qtrssince 2021-Q4 | Unchanged 0 |
LIFE TIME GROUP HOLDINGS INC | 43.1M | $649.5M | 10.5% | $17.21 | -12.38% | 9 qtrssince 2021-Q4 | Unchanged 0 |
NEXTPOWER INC | 12.8M | $597.8M | 9.6% | $36.26 | +29.21% | 4 qtrssince 2023-Q1 | Unchanged 0 |
CHENIERE ENERGY INC | 1.7M | $294.1M | 4.7% | $157.89 | +5.27% | 6 qtrssince 2022-Q3 | Decreased 0 |
CUSHMAN WAKEFIELD PLC | 24.8M | $268.2M | 4.3% | $22.24 | -51.44% | 9 qtrssince 2021-Q4 | Decreased 0 |
ELEVANCE HEALTH INC FORMERLY | 561,730 | $264.9M | 4.3% | $430.96 | +4.39% | 9 qtrssince 2021-Q4 | Increased 60 |
BRIGHTSTAR LOTTERY PLC | 9M | $247.4M | 4.0% | $22.03 | -10.60% | 4 qtrssince 2023-Q1 | Increased 63 |
PROGYNY INC | 6.6M | $245.3M | 4.0% | $50.35 | -26.16% | 9 qtrssince 2021-Q4 | Unchanged 0 |
LAMB WESTON HLDGS INC | 1.9M | $205.3M | 3.3% | $74.65 | +35.18% | 8 qtrssince 2022-Q1 | Increased 74 |
UNION PAC CORP | 744,758 | $182.9M | 3.0% | $192.73 | +19.96% | 4 qtrssince 2023-Q1 | Increased 61 |
PROPERTYGURU GROUP LTD | 48.5M | $162M | 2.6% | — | — | 8 qtrssince 2022-Q1 | Unchanged 0 |
PEGASYSTEMS INC | 3.3M | $160.9M | 2.6% | $38.68 | -37.40% | 9 qtrssince 2021-Q4 | Decreased 0 |
ENDEAVOR GROUP HLDGS INC | 6.6M | $156.9M | 2.5% | — | — | 6 qtrssince 2022-Q3 | Decreased 0 |
MICROSOFT CORP | 349,929 | $131.6M | 2.1% | $296.82 | +24.04% | 9 qtrssince 2021-Q4 | Decreased 0 |
HASHICORP INC | 5.2M | $123.9M | 2.0% | — | — | 3 qtrssince 2023-Q2 | Increased 78 |
LIBERTY MEDIA CORP DEL | 1.8M | $111.9M | 1.8% | $62.30 | +1.33% | 2 qtrssince 2023-Q3 | Decreased 0 |
COMCAST CORP NEW | 2.4M | $105.1M | 1.7% | $37.97 | -3.89% | 9 qtrssince 2021-Q4 | Decreased 0 |
CHARLES RIV LABS INTL INC | 427,718 | $101.1M | 1.6% | $218.67 | +23.91% | 5 qtrssince 2022-Q4 | Increased 57 |
IQVIA HLDGS INC | 398,387 | $92.2M | 1.5% | $213.70 | +18.34% | 3 qtrssince 2023-Q2 | Unchanged 0 |
AMAZON COM INC | 604,476 | $91.8M | 1.5% | $140.12 | +8.43% | 8 qtrssince 2022-Q1 | Increased 68 |
TPG GP A, LLC manages $6.2B across 36 positions as of Q4 2023. Top holdings: LFST (22.1%), LTH (10.5%), NXT (9.6%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1.5/5.0.
Added 2 new positions, exited 3, increased 8, trimmed 11. Top move: HCP (INCREASED, conviction 78). Portfolio: $6.2B across 36 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.
Similar Funds
Funds with similar investing DNA
Explore More
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.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR