THOMA BRAVO, L.P. (auto-surfaced)
Tier None · cloneable
· 31-DEC-2025 → 31-MAR-2026
AUM $6,652,979,411 · 3 positions · top-10 100.0%
· SEC filing history →
13FScore 31/100 — cloning their disclosed top holdings over ~4.6y returned -6%/yr vs S&P +11%/yr (alpha -17%/yr), ahead of the market in 37% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.
New positions
| Issuer | % book | Value | Conviction | Business |
|---|
| none |
Added to (≥+25% shares)
| Issuer | % book | Δ shares | Conviction | Business |
|---|
| none |
Top holdings now
| Issuer | % book | Business |
|---|
| $SAIL · SAILPOINT INC | 95.5% | Identity security and governance software |
| $NABL · N-ABLE INC | 3.5% | IT management software for service providers |
| $TTAN · SERVICETITAN INC | 1.0% | Software for home-services contractors |