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Livermore
Livermore
ZHEN

TPG GP A, LLC

SEC CIK
0001903793
Latest filing
Aug 14, 2026

The latest 13F from TPG GP A, LLC covers Q2 2026 (filed Aug 14, 2026): 82 long positions worth $5.00B. The top 10 holdings make up 76.3% of the portfolio, and the largest is LifeStance Health Group, Inc. (LFST) at 23.9%. Livermore has 22 filings on Form 13F from this institution, going back to Q4 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
20
Est. +$1.18B
Added
11
Est. +$51.9M
Reduced
16
Est. −$857.3M
Sold out
14
Est. −$144.9M

Top 5 holdings

Share of this quarter's portfolio value

  1. LFSTLifeStance Health Group, Inc.
    23.9%$1.20BHistory
  2. SPCXSpace Exploration Technologies Corp
    14.7%$734.7MHistory
  3. JXNJackson Financial Inc.
    9.7%$482.8MHistory
  4. LTHLife Time Group Holdings, Inc.
    6.4%$322.4MHistory
  5. SIONSionna Therapeutics, Inc.
    5.7%$285.7MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. SPCXSpace Exploration Technologies Corp
    +$734.7MNewHistory
  2. INVHInvitation Homes Inc.
    +$124.3MNewHistory
  3. ODTXOdyssey Therapeutics, Inc.
    +$69.0MNewHistory
  4. ACHVAchieve Life Sciences, Inc.
    +$44.9MNewHistory
  5. DoorDash, Inc.25809KAB1
    +$30.5MNew

Largest weight increases

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

  1. SPCXSpace Exploration Technologies Corp
    +14.69 pp0.0% → 14.7%History
  2. INVHInvitation Homes Inc.
    +2.48 pp0.0% → 2.5%History
  3. ODTXOdyssey Therapeutics, Inc.
    +1.38 pp0.0% → 1.4%History
  4. ACHVAchieve Life Sciences, Inc.
    +0.90 pp0.0% → 0.9%History
  5. DoorDash, Inc.25809KAB1
    +0.61 pp0.0% → 0.6%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. LTHLife Time Group Holdings, Inc.
    −$405.8MReducedHistory
  2. LFSTLifeStance Health Group, Inc.
    −$302.9MReducedHistory
  3. NVRIEnviri Corp
    −$70.9MSold outHistory
  4. HPE.PCHewlett Packard Enterprise Co
    −$38.0MReducedHistory
  5. Box Inc10316TAD6
    −$26.6MSold out

Largest weight decreases

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

  1. LTHLife Time Group Holdings, Inc.
    −6.61 pp13.1% → 6.4%History
  2. NVRIEnviri Corp
    −1.93 pp1.9% → 0.0%History
  3. Starwood Ppty Tr Inc85571BBA2
    −0.81 pp1.3% → 0.5%
  4. Box Inc10316TAD6
    −0.72 pp0.7% → 0.0%
  5. PG&E Corp69331CAL2
    −0.63 pp1.2% → 0.6%

Metrics

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

Portfolio value
$5.00B
+$1.32B (+36.0%) vs. prior quarter
Positions
82
+6 vs. prior quarter
Top 10 concentration
76.3%
Top 10 as share of value
Turnover
23.1%
Q2 2026, one quarter
Average holding period
8.3 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 (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $10.0B (Q4 2021)

Q4 2021: $10.0BQ1 2022: $8.09BQ2 2022: $6.47BQ3 2022: $6.11BQ4 2022: $5.10BQ1 2023: $6.13BQ2 2023: $6.81BQ3 2023: $5.80BQ4 2023: $6.20BQ1 2024: $5.22BQ2 2024: $6.43BQ3 2024: $5.87BQ4 2024: $6.20BQ1 2025: $4.96BQ2 2025: $1.88BQ3 2025: $1.84BQ4 2025: $2.69BQ1 2026: $3.68BQ2 2026: $5.00B
Q4 2021Q2 2026
13F filings of TPG GP A, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202682$5.00BLFSTSPCXJXNvs. Q1 2026SEC
Q1 2026May 15, 202676$3.68BLFSTJXNLTHvs. Q4 2025SEC
Q4 2025Feb 13, 202610$2.69BLFSTLTHBETAvs. Q3 2025SEC
Q3 2025Nov 14, 20259$1.84BLFSTLTHSIONvs. Q2 2025SEC
Q2 2025Aug 14, 20259$1.88BLFSTLTHSIONvs. Q1 2025SEC
Q1 2025May 15, 202527$4.96BLFSTLTHVIKvs. Q4 2024SEC
Q4 2024Feb 14, 202531$6.20BVIKLFSTLTHvs. Q3 2024SEC
Q3 2024Nov 14, 202435$5.87BVIKLFSTLTHvs. Q2 2024SEC
Q2 2024Nov 14, 2024Amended34$6.43BVIKLTHLFSTvs. Q1 2024SECSEC
Q1 2024Aug 14, 2024Amended34$5.22BLFSTLTHNextracker Incvs. Q4 2023SEC
Q4 2023Feb 14, 202436$6.20BLFSTLTHNXTvs. Q3 2023SEC
Q3 2023Nov 14, 202337$5.80BLFSTLTHNXTvs. Q2 2023SEC
Q2 2023Aug 14, 202341$6.81BLFSTLTHNXTvs. Q1 2023SEC
Q1 2023May 15, 202339$6.13BLFSTLTHNXTvs. Q4 2022SEC
Q4 2022Feb 14, 202337$5.10BLFSTLTHCWKvs. Q3 2022SEC
Q3 2022Nov 14, 202238$6.11BLFSTCNVYLTHvs. Q2 2022SEC
Q2 2022Sep 2, 2022Amended40$6.47BLFSTCNVYLTHvs. Q1 2022SEC
Q1 2022May 16, 202242$8.09BLFSTCWKLTHvs. Q4 2021SEC
Q4 2021Feb 14, 202243$10.0BLFSTMCFECWK–SEC

13D and 13G filings

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

Current stakes of 5% or more

10 companies, largest stake first.

Companies where TPG GP A, LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
TPGTPG Inc.13D/A56.40%213.3M shares−1.90 ppfrom 58.30%Feb 14, 202311 filingsAug 18, 2026SEC
LFSTLifeStance Health Group, Inc.13G/A25.70%98.1M shares−3.60 ppfrom 29.30%Feb 11, 20224 filingsAug 14, 2026SEC
TPG Twin Brook Capital Income FundClass I common shares of beneficial interest, par value $0.001 per share13D/A21.30%23.3M shares+1.70 ppfrom 19.60%Dec 30, 20254 filingsJul 31, 2026SEC
SIONSionna Therapeutics, Inc.13D15.20%6.68M sharesNewFeb 18, 20251 filingFeb 18, 2025SEC
ACHVAchieve Life Sciences, Inc.13D12.60%13.8M sharesNewApr 24, 20261 filingApr 24, 2026SEC
ODTXOdyssey Therapeutics, Inc.13D7.80%3.69M sharesNewMay 18, 20261 filingMay 18, 2026SEC
CBLLCeribell, Inc.13G/A7.80%2.98M shares−3.30 ppfrom 11.10%Feb 13, 20252 filingsAug 14, 2026SEC
BETABETA Technologies, Inc.13G7.40%16.4M sharesNewFeb 13, 20261 filingFeb 13, 2026SEC
RLYBRallybio Corp13D/A7.20%378.6K shares–Jan 18, 20222 filingsMar 3, 2026SEC
JXNJackson Financial Inc.13G6.70%4.72M sharesNewFeb 13, 20261 filingFeb 13, 2026SEC

Latest filings

94 filings on file made by TPG GP A, LLC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by TPG GP A, LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
TPGTPG Inc.Aug 18, 20266:13 PM ET13D/A56.40%213.3M shares−1.90 ppfrom 58.30%Aug 14, 2026SEC
LFSTLifeStance Health Group, Inc.Aug 14, 20264:54 PM ET13G/A25.70%98.1M shares−3.60 ppfrom 29.30%Jun 30, 2026SEC
CBLLCeribell, Inc.Aug 14, 20264:49 PM ET13G/A7.80%2.98M shares−3.30 ppfrom 11.10%Jun 30, 2026SEC
TPG Twin Brook Capital Income FundClass I common shares of beneficial interest, par value $0.001 per shareJul 31, 20264:10 PM ET13D/A21.30%23.3M shares+1.70 ppfrom 19.60%Jul 29, 2026SEC
TPG Twin Brook Capital Income FundClass I common shares of beneficial interest, par value $0.001 per shareJul 1, 20264:33 PM ET13D/A19.60%21.3M shares+1.60 ppfrom 18.00%Jun 29, 2026SEC
LTHLife Time Group Holdings, Inc.May 26, 20264:08 PM ET13D/A4.30%9.48M shares−0.90 ppfrom 5.20%Below 5%May 21, 2026SEC
TPGTPG Inc.May 18, 20265:00 PM ET13D/A58.30%220.2M shares−2.90 ppfrom 61.20%May 14, 2026SEC
ODTXOdyssey Therapeutics, Inc.May 18, 20264:06 PM ET13D7.80%3.69M sharesNewMay 11, 2026SEC
LFSTLifeStance Health Group, Inc.May 15, 20267:26 PM ET13G/A29.30%111.7M shares–Mar 31, 2026SEC
LTHLife Time Group Holdings, Inc.May 7, 20268:44 PM ET13D/A5.20%11.6M shares−2.90 ppfrom 8.10%May 5, 2026SEC
ACHVAchieve Life Sciences, Inc.Apr 24, 20265:03 PM ET13D12.60%13.8M sharesNewApr 17, 2025SEC
RLYBRallybio CorpMar 3, 20264:34 PM ET13D/A7.20%378.6K shares–Mar 1, 2026SEC
MITTTPG Mortgage Investment Trust, Inc.Feb 20, 20265:01 PM ET13D/A4.60%1.46M shares−2.70 ppfrom 7.30%Below 5%Feb 18, 2026SEC
BETABETA Technologies, Inc.Feb 13, 20264:19 PM ET13G7.40%16.4M sharesNewDec 31, 2025SEC
JXNJackson Financial Inc.Feb 13, 20264:17 PM ET13G6.70%4.72M sharesNewFeb 11, 2026SEC
TPG Twin Brook Capital Income FundClass I common shares of beneficial interest, par value $0.001 per shareFeb 2, 20265:28 PM ET13D/A18.00%17.3M shares+0.30 ppfrom 17.70%Jan 29, 2026SEC
HOUSAnywhere Real Estate Inc.Jan 13, 20266:13 PM ET13D/A0.00%0 shares−8.70 ppfrom 8.70%Below 5%Jan 9, 2026SEC
TPG Twin Brook Capital Income FundClass I common shares of beneficial interest, par value $0.001 per shareDec 30, 20256:05 PM ET13D/A17.70%16.9M shares–Dec 29, 2025SEC
TRTXTPG RE Finance Trust, Inc.Nov 14, 20253:28 PM ET13G/A3.20%2.49M shares–Below 5%Sep 30, 2025SEC
HOUSAnywhere Real Estate Inc.Sep 22, 20257:49 PM ET13D/A8.70%9.69M shares0.00 ppfrom 8.70%Sep 22, 2025SEC