DOSSIER · 13F-HR · Q1 2026

Atairos Group, Inc.

$1.2B in tracked AUM across 4 positions as of Q1 2026.

AG
CIK 0001671122 · last filed Mar 31, 2026
Total AUM
$1.2B
as of Q1 2026
Holdings
4
positions
Whale Score
77
77
strong
Activity
no data
changes this Q
AI Analysis · Q1 2026

Portfolio Overview

Atairos Group, Inc. has reported a drastic reduction in its portfolio size, with total assets under management (AUM) falling by 65.5% from approximately $2.02 billion in the previous quarter to $698.19 million as of September 30, 2025. This reduction is not attributed to market depreciation but rather to significant capital reallocation, evidenced by the complete exit from two major positions. The portfolio is currently characterized by extreme concentration, comprising o...

Key Holdings

The portfolio is dominated by Lucky Strike Entertainment Corp., which accounts for 93.02% of the total value ($649.48 million). Atairos holds 63.43 million shares, indicating a massive, controlling-level stake or a strategic partnership with the company. This position is the sole driver of the fund's performance, exposing the firm almost entirely to the specific risks and rewards of the entertainment and bowling sectors.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TNET
TRINET GROUP INC
$659M18.1M54.1%
02
LUCK
LUCKY STRIKE ENTERTAINMENT CORP
$528M63.4M43.3%
03
G21810109
CLARIVATE PLC
$31M12.3M2.5%
04
XPOF
XPONENTIAL FITNESS INC
$1M226K0.1%

Filing history

2026Q1Mar 31
$1.2B 26.1%
4 positionsView →
2025Q4Dec 31
$1.6B 136.2%
4 positionsView →
2025Q3Sep 30
$698M 65.5%
3 positionsView →
2025Q2Jun 30
$2.0B 203.4%
5 positionsLocked
2025Q1Mar 31
$667M 27611.9%
2 positionsLocked
2024Q4Dec 31
$2M 9.0%
4 positionsLocked
2024Q3Sep 30
$3M 6.9%
4 positionsLocked
2024Q2Jun 30
$3M 16.6%
4 positionsLocked
2024Q1Mar 31
$3M 6.1%
4 positionsLocked
2023Q4Dec 31
$3M 12.9%
4 positionsLocked
2023Q3Sep 30
$3M 3.3%
4 positionsLocked
2023Q2Jun 30
$3M 1.0%
4 positionsLocked
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