DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP

报告期 2026-03-31 · CIK 0001854440

持仓数

前50大市值合计

$2.23B

报告期

2026-03-31

当前持仓调仓

前 10 大持仓

标的

类型

市值

股数

占比*

TPG TPG INC

COM CL A

$364.6M

9,000,000

16.4%

CRM SALESFORCE INC

COM

$291.6M

1,561,852

13.1%

FOUR SHIFT4 PMTS INC

CL A

$287.6M

6,576,509

12.9%

TKO TKO GROUP HOLDINGS INC

CL A

$272.3M

1,350,367

12.2%

LPLA LPL FINL HLDGS INC

COM

$268.6M

893,006

12.1%

— GLOBAL E ONLINE LTD

SHS

$214.8M

6,961,820

9.6%

WMG WARNER MUSIC GROUP CORP

COM CL A

$192.9M

7,551,884

8.7%

FUN SIX FLAGS ENTERTAINMENT CORP

COM

$154.4M

8,700,000

6.9%

LINE LINEAGE INC

COM

$90.7M

2,769,663

4.1%

ACEL ACCEL ENTERTAINMENT INC

COM CL A1

$88.4M

8,098,349

4.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

76%前 6 大占比

TPG16.4%CRM13.1%FOUR12.9%TKO12.2%LPLA12.1%GLOBAL E ONLINE LTD9.6%