GENERAL ATLANTIC, L.P.

报告期 2026-03-31 · CIK 0001017645

持仓数

前50大市值合计

$2.15B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 21Q4 21Q3

22Q4 调仓2021-12-31 → 2022-12-31 · 共 26 项建仓 9增持 4减持 5清仓 8

方向

标的

Δ市值

现股数(环比)

增持

— DLOCAL

-$1.15B

57,660,766 +1%

减持

— XP, INC

-$1.02B

25,317,733 -48%

减持

DNA GINKGO BIOWORKS

-$872.5M

32,319,896 -71%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

EWCZ EUROPEAN WAX CENTER

减持

ALHC ALIGNMENT HEALTHCARE

-$267.9M

60,993,323 -13%

清仓

IOT SAMSARA

-$190.6M

0 -100%

建仓

MBLY MOBILEYE

+$167.0M

4,761,905

建仓

— KARUNA THERAPEUTICS

+$140.7M

716,158

建仓

DUOL DUOLINGO

+$105.2M

1,479,294

减持

YOU CLEAR SECURE

-$98.9M

7,013,699 -24%

增持

— HIRERIGHT

-$94.7M

32,109,898 +8%

建仓

ETSY ETSY

+$88.4M

737,648

建仓

— CINCOR PHARMA, INC

+$51.7M

4,209,470

建仓

FUTU FUTU

+$45.2M

1,111,544

增持

— WISH

-$43.6M

18,288,478 +8%

建仓

IOR SAMSARA

+$30.4M

2,446,379

清仓

— SONENDO

-$18.8M

0 -100%

增持

— ARCO PLATFORM LIMITED

+$13.8M

1,183,934 +1027%

建仓

— THIRD HARMONIC BIO

+$12.7M

2,958,762

清仓

— SMARTSHEET INC

-$6.4M

0 -100%

清仓

— KNOWBE4 INC

-$5.4M

0 -100%

清仓

— FANG HOLDINGS

-$4.2M

0 -100%

清仓

OKTA OKTA INC

-$3.9M

0 -100%

清仓

CRWD CROWDSTRIKE HOLDINGS INC

-$3.8M

0 -100%

建仓

— GROVE COLLABORATIVE

+$1.9M

4,680,100

清仓

PDD PINDUODUO INC

-$833.0K

0 -100%