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Livermore
Livermore
ZHEN

General Atlantic LLC

SEC CIK
0001017645
Latest filing
Aug 14, 2026

The latest 13F from General Atlantic LLC covers Q2 2026 (filed Aug 14, 2026): 12 long positions worth $2.91B. The top 10 holdings make up 99.0% of the portfolio, and the largest is Liftoff Mobile, Inc. (LFTO) at 20.9%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
3
Est. +$782.7M
Added
1
Est. +$73.2M
Reduced
3
Est. −$142.7M
Sold out
3
Est. −$129.8M

Top 5 holdings

Share of this quarter's portfolio value

  1. LFTOLiftoff Mobile, Inc.
    20.9%$608.1MHistory
  2. DLOdLocal Ltd
    20.9%$606.3MHistory
  3. CHYMChime Financial, Inc.
    15.0%$435.4MHistory
  4. ALKTAlkami Technology, Inc.
    12.1%$351.1MHistory
  5. XPXP Inc.
    11.5%$334.4MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. LFTOLiftoff Mobile, Inc.
    +$608.1MNewHistory
  2. SPTXSeaport Therapeutics, Inc.
    +$132.5MNewHistory
  3. ALKTAlkami Technology, Inc.
    +$73.2MAddedHistory
  4. PBLSParabilis Medicines, Inc.
    +$42.1MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. LFTOLiftoff Mobile, Inc.
    +20.92 pp0.0% → 20.9%History
  2. SPTXSeaport Therapeutics, Inc.
    +4.56 pp0.0% → 4.6%History
  3. PBLSParabilis Medicines, Inc.
    +1.45 pp0.0% → 1.4%History
  4. ALKTAlkami Technology, Inc.
    +0.89 pp11.2% → 12.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. EWCZEuropean Wax Center, Inc.
    −$75.8MSold outHistory
  2. RVMDRevolution Medicines, Inc.
    −$65.5MReducedHistory
  3. CNTACentessa Pharmaceuticals plc
    −$53.8MSold outHistory
  4. PHVSPharvaris N.V.
    −$51.2MReducedHistory
  5. NRIXNurix Therapeutics, Inc.
    −$26.0MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. EWCZEuropean Wax Center, Inc.
    −3.53 pp3.5% → 0.0%History
  2. PHVSPharvaris N.V.
    −2.77 pp10.6% → 7.8%History
  3. CNTACentessa Pharmaceuticals plc
    −2.50 pp2.5% → 0.0%History
  4. RVMDRevolution Medicines, Inc.
    −0.90 pp3.2% → 2.3%History
  5. NRIXNurix Therapeutics, Inc.
    −0.43 pp3.0% → 2.5%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$2.91B
+$758.6M (+35.3%) vs. prior quarter
Positions
12
0 vs. prior quarter
Top 10 concentration
99.0%
Top 10 as share of value
Turnover
10.8%
Q2 2026, one quarter
Average holding period
12.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $17.1B (Q3 2021)

Q1 2021: $8.54BQ2 2021: $14.1BQ3 2021: $17.1BQ4 2021: $13.0BQ1 2022: $10.9BQ2 2022: $7.66BQ3 2022: $8.49BQ4 2022: $7.56BQ1 2023: $8.61BQ2 2023: $6.34BQ3 2023: $6.48BQ4 2023: $6.97BQ1 2024: $4.31BQ2 2024: $3.18BQ3 2024: $3.52BQ4 2024: $2.81BQ1 2025: $2.98BQ2 2025: $3.63BQ3 2025: $3.33BQ4 2025: $2.87BQ1 2026: $2.15BQ2 2026: $2.91B
Q1 2021Q2 2026
13F filings of General Atlantic LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202612$2.91BLFTODLOCHYMvs. Q1 2026SEC
Q1 2026May 15, 202612$2.15BDLOCHYMXPvs. Q4 2025SEC
Q4 2025Feb 17, 202613$2.87BDLOCHYMXPvs. Q3 2025SEC
Q3 2025Nov 13, 202516$3.33BDLOXPALHCvs. Q2 2025SEC
Q2 2025Aug 14, 202515$3.63BDLOCHYMALHCvs. Q1 2025SEC
Q1 2025May 14, 202515$2.98BALHCDLOXPvs. Q4 2024SEC
Q4 2024Feb 7, 202516$2.81BDLOALHCALKTvs. Q3 2024SEC
Q3 2024Nov 12, 202418$3.52BALHCXPDLOvs. Q2 2024SEC
Q2 2024Aug 14, 202419$3.18BXPDLOALKTvs. Q1 2024SEC
Q1 2024May 15, 202422$4.31BDLOXPALKTvs. Q4 2023SEC
Q4 2023Feb 13, 202426$6.97BESMTDLOXPvs. Q3 2023SEC
Q3 2023Nov 14, 202329$6.48BESMTDLOXPvs. Q2 2023SEC
Q2 2023Aug 11, 202330$6.34BESMTDLOSQSPvs. Q1 2023SEC
Q1 2023May 15, 202331$8.61BOSHESMTDLOvs. Q4 2022SEC
Q4 2022Feb 14, 202333$7.56BESMTOSHDLOvs. Q3 2022SEC
Q3 2022Nov 14, 202239$8.49BESMTOSHDLOvs. Q2 2022SEC
Q2 2022Aug 12, 202238$7.66BESMTDLOOSHvs. Q1 2022SEC
Q1 2022May 16, 202235$10.9BESMTDLOOSHvs. Q4 2021SEC
Q4 2021Feb 11, 202232$13.0BESMTDLOOSHvs. Q3 2021SEC
Q3 2021Nov 15, 202125$17.1BDLOESMTOSHvs. Q2 2021SEC
Q2 2021Aug 13, 202117$14.1BOSHDLOXPvs. Q1 2021SEC
Q1 2021May 17, 202112$8.54BOSHXPALHC–SEC

13D and 13G filings

Companies where General Atlantic LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

6 companies, largest stake first.

Companies where General Atlantic LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
DLOdLocal Ltd13D/A28.30%46.7M shares–Sep 9, 20251 filingSep 9, 2025SEC
ALKTAlkami Technology, Inc.13D/A14.00%14.9M shares+2.40 ppfrom 11.60%Feb 10, 20253 filingsMar 11, 2026SEC
AKROAkero Therapeutics, Inc.13G/A8.40%6.80M shares–May 15, 20251 filingMay 15, 2025SEC
ALHCAlignment Healthcare, Inc.13G/A6.60%13.2M shares−5.70 ppfrom 12.30%Aug 14, 20253 filingsFeb 17, 2026SEC
CHYMChime Financial, Inc.13G5.60%19.2M sharesNewNov 10, 20251 filingNov 10, 2025SEC
XPXP Inc.13D/A5.40%22.8M shares–Dec 4, 20251 filingDec 4, 2025SEC

Latest filings

15 filings on file made by General Atlantic LLC or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by General Atlantic LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
ALKTAlkami Technology, Inc.Mar 11, 20268:31 PM ET13D/A14.00%14.9M shares+2.40 ppfrom 11.60%Oct 16, 2025SEC
ALHCAlignment Healthcare, Inc.Feb 17, 20264:34 PM ET13G/A6.60%13.2M shares−5.70 ppfrom 12.30%Dec 31, 2025SEC
ADAGAdagene Inc.Feb 17, 20264:30 PM ET13G/A0.00%0 shares–Below 5%Dec 31, 2025SEC
XPXP Inc.Dec 4, 20259:28 PM ET13D/A5.40%22.8M shares–Dec 2, 2025SEC
CHYMChime Financial, Inc.Nov 10, 20256:35 PM ET13G5.60%19.2M sharesNewJun 13, 2025SEC
ALHCAlignment Healthcare, Inc.Sep 24, 20254:07 PM ET13G/A12.30%24.3M shares−9.90 ppfrom 22.20%Sep 17, 2025SEC
DLOdLocal LtdSep 9, 20256:54 PM ET13D/A28.30%46.7M shares–Sep 5, 2025SEC
ALKTAlkami Technology, Inc.Aug 20, 20259:00 PM ET13D11.60%12.0M shares+2.00 ppfrom 9.60%Aug 13, 2025SEC
ALHCAlignment Healthcare, Inc.Aug 14, 20258:31 AM ET13G/A22.20%44.0M shares–Jun 30, 2025SEC
RPRXRoyalty Pharma plcAug 14, 20258:30 AM ET13G/A3.20%14.2M shares–Below 5%Jun 30, 2025SEC
AKROAkero Therapeutics, Inc.May 15, 20258:13 AM ET13G/A8.40%6.80M shares–Mar 31, 2025SEC
THRDThird Harmonic Bio, Inc.Feb 13, 20258:31 PM ET13D/A0.00%0 shares−8.00 ppfrom 8.00%Below 5%Feb 11, 2025SEC
BLNDBlend Labs, Inc.Feb 10, 20254:03 PM ET13G/A0.00%0 shares–Below 5%Dec 31, 2024SEC
ALKTAlkami Technology, Inc.Feb 10, 20254:02 PM ET13G/A9.60%9.67M shares–Dec 31, 2024SEC
THRDThird Harmonic Bio, Inc.Jan 22, 20255:47 PM ET13D/A8.00%3.62M shares–Jan 17, 2025SEC