DOSSIER · 13F-HR · Q1 2026

BC Partners PE LP

$6.0B in tracked AUM across 2 positions as of Q1 2026.

BP
CIK 0002069049 · last filed Mar 31, 2026
Total AUM
$6.0B
as of Q1 2026
Holdings
2
positions
Whale Score
81
81
strong
Activity
no data
changes this Q
AI Analysis · Q1 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.

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
CHWY
Chewy
$4.8B176.5M80.0%
02
GFL
GFL
$1.2B29.9M20.0%

Filing history

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