Thoma Bravo, L.P.
- SEC CIK
- 0001450701
- Latest filing
- Aug 4, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 4, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 4
- −3 vs. Q1 2025
- Portfolio value
- $12.0B
- −$2.60B (−17.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SAILSailPoint, Inc. | COM | 479,842,514 | $11.0B | 91.7% | 00.0% | Unchanged | History |
| MLNKMeridianLink, Inc. | COMMON STOCK | 28,932,388 | $469.6M | 3.9% | 00.0% | Unchanged | History |
| NABLN-able, Inc. | COMMON STOCK | 50,090,643 | $405.7M | 3.4% | 00.0% | Unchanged | History |
| TTANServiceTitan, Inc. | SHS CL A | 1,039,099 | $111.4M | 0.9% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.