DOSSIER · 13F-HR · Q2 2026

BC Partners PE LP

$4.4B in tracked AUM across 2 positions as of Q2 2026.

BP
CIK 0002069049 · last filed Jun 30, 2026
Total AUM
$4.4B
as of Q2 2026
Holdings
2
positions
Whale Score
79
79
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

BC Partners PE LP presents a highly concentrated investment portfolio characteristic of private equity firms transitioning assets from acquisition to public markets or maintaining strategic post-IPO positions. As of the report date September 30, 2025, the firm manages a total portfolio value of $9.10 billion across a mere three holdings. This extreme lack of diversification—where the top two positions constitute 100% of the reported portfolio value—signals a high-convicti...

Key Holdings

The portfolio is dominated by two massive positions, with a third position held for reasons likely related to bankruptcy or restructuring proceedings.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CHWY
Chewy
$3.5B176.5M78.2%
02
GFL
GFL
$965M29.9M21.8%

Filing history

2026Q2Jun 30
$4.4B 25.6%
2 positionsView →
2026Q1Mar 31
$6.0B 14.7%
2 positionsView →
2025Q4Dec 31
$7.0B 23.2%
3 positionsView →
2025Q3Sep 30
$9.1B 5.3%
3 positionsView →
2025Q2Jun 30
$9.6B 11.6%
3 positionsLocked
2025Q1Mar 31
$8.6B
3 positionsLocked