THOMA BRAVO, L.P. (auto-surfaced)
cloneable
· 31-MAR-2026 → 30-JUN-2026
AUM $7,282,201,755 · 3 positions · top-10 100.0%
· SEC filing history →
13FScore 42/100 — cloning their disclosed top holdings over ~4.9y returned +0%/yr vs S&P +11%/yr (alpha -11%/yr), ahead of the market in 40% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.
New positions
| Issuer | % book | Value | Since entry | Conviction | Business | Tags |
|---|
| none |
Added to (≥+25% shares)
| Issuer | % book | Δ shares | Since add | Conviction | Business | Tags |
|---|
| none |
Top holdings now
| Issuer | % book | Since entry | Business | Tags |
|---|
| $SAIL · SAILPOINT INC | 96.5% | +5% Q1 '25 | SailPoint provides identity security software that helps enterprises govern and manage user access to applications, data, and systems. | NASDAQCitrini |
| $NABL · N-ABLE INC | 2.5% | -63% Q3 '21 | N-able provides cloud-based IT management, remote monitoring, data protection, and security software used by managed service providers to support small and mid-sized business clients. | |
| $TTAN · SERVICETITAN INC | 1.0% | -26% Q4 '24 | ServiceTitan provides cloud-based software for residential and commercial trade contractors, supporting scheduling, dispatch, invoicing, and business operations. | NASDAQ |