Managers / Q1 2019 · view latest →
GENERAL ATLANTIC, L.P.
CIK 0001017645 · 55 EAST 52ND STREET, 33RD FLOOR, NEW YORK, NY, 10055 · 212 715 4000
Summary
General Atlantic, L.P. reported $1.2B in U.S.-listed holdings across 5 positions for Q1 2019.
The portfolio is heavily concentrated: 58 Com alone accounts for 39.3% of reported value.
Compared with Q4 2018, the fund opened 1 new position and exited 2.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- ADR · 43.3% · $518M
- Common Stock · 30.4% · $364M
- Other · 26.3% · $314M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2018 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| SAICSCIENCE APPLICATIONS INTERNATIONAL CORP. | NEW | +4.03M | 4.03M | +$310M | $310M |
| ENGILITY HOLDINGS INC | SOLD OUT | −8.96M | 0 | −$255M | $0 |
| SESEA | SOLD OUT | −7.36M | 0 | −$83M | $0 |
| ARCO | HELD | +0 | 9.73M | +$99M | $314M |
| 58.COM INC | HELD | +0 | 7.15M | +$82M | $470M |
| SNAPSNAP INC | HELD | +0 | 4.88M | +$27M | $54M |
| FANG HOLDINGS | HELD | +0 | 35.87M | −$3M | $48M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2019
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | 58.COM INC | SPON ADR REP A | 39.26% | $470M | 7.15M |
| 2 | ARCO | COM | 26.25% | $314M | 9.73M |
| 3 | SAICSCIENCE APPLICATIONS INTERNATIONAL CORP.history → | COM | 25.94% | $310M | 4.03M |
| 4 | SNAPSNAP INChistory → | CL A | 4.50% | $54M | 4.88M |
| 5 | FANG HOLDINGS | ADR | 4.05% | $48M | 35.87M |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.1B | 12 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.9B | 13 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $3.3B | 16 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $3.6B | 15 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $3.0B | 15 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $2.8B | 16 | Feb 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $3.5B | 18 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $3.2B | 19 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $4.3B | 22 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $7.0B | 26 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $6.5B | 29 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $6.3B | 30 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $8.6B | 31 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $7.6B | 33 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $8.5B | 39 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $7.7B | 38 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $10.9B | 35 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $13.0B | 32 | Feb 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $17.1B | 25 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $14.1B | 17 | Aug 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $8.5B | 12 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $7.7B | 9 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $6.5B | 7 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $3.3B | 7 | Aug 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $2.3B | 9 | May 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $3.7B | 8 | Feb 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $1.5B | 7 | Nov 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $1.7B | 8 | Aug 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $1.2B | 5 | May 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $1.0B | 6 | Feb 11, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.