SEC 13F Intelligence

Managers / Q1 2020 · view latest →

GENERAL ATLANTIC, L.P.

CIK 0001017645 · 55 EAST 52ND STREET, 33RD FLOOR, NEW YORK, NY, 10055 · 212 715 4000

Reported Value
$2.3B
Q1 2020
Positions
9
Filings on Record
30
2019–present window
Filed
May 14, 2020
original filing

Summary

General Atlantic, L.P. reported $2.3B in U.S.-listed holdings across 9 positions for Q1 2020.

The portfolio is heavily concentrated: Xp alone accounts for 51.4% of reported value.

Compared with Q4 2019, the fund opened 1 new position and exited 0.

Portfolio Metrics

Turnover
+4.2%
vs prior filed quarter
Largest Position
+51.4%
Xp

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

13F Reported Value
Q4 ’18: $1.0BQ4 ’18Q1 ’19: $1.2BQ2 ’19: $1.7BQ3 ’19: $1.5BQ4 ’19: $3.7BQ4 ’19Q1 ’20: $2.3BQ2 ’20: $3.3BQ3 ’20: $6.5BQ4 ’20: $7.7BQ4 ’20Q1 ’21: $8.5BQ2 ’21: $14.1BQ3 ’21: $17.1BQ4 ’21: $13.0BQ4 ’21Q1 ’22: $10.9BQ2 ’22: $7.7BQ3 ’22: $8.5BQ4 ’22: $7.6BQ4 ’22Q1 ’23: $8.6BQ2 ’23: $6.3BQ3 ’23: $6.5BQ4 ’23: $7.0BQ4 ’23Q1 ’24: $4.3BQ2 ’24: $3.2BQ3 ’24: $3.5BQ4 ’24: $2.8BQ4 ’24Q1 ’25: $3.0BQ2 ’25: $3.6BQ3 ’25: $3.3BQ4 ’25: $2.9BQ4 ’25Q1 ’26: $2.1Bfilingsflow.com

Portfolio Composition

By security type
Other: 62.1%Common Stock: 22.2%ADR: 15.7%
  • Other · 62.1% · $1.4B
  • Common Stock · 22.2% · $513M
  • ADR · 15.7% · $364M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
FUTUFUTU HLDGS LTDNEW+55.0K55.0K+$521,000$521,000
CRWDCROWDSTRIKE HOLDINGSADDED+2.22M2.87M+$128M$160M
SAICSCIENCE APPLICATIONS INTERNATIONAL CORP.TRIMMED−2.00M2.03M−$199M$152M
XP, INCHELD+626.0K61.66M−$1.2B$1.2B
58.COM INCHELD+07.15M−$114M$348M
CHINA INDEX HOLDINGSHELD+010.12M−$23M$14M
SFUNUSDFANG HOLDINGSHELD+011.11M−$17M$15M
UBERUBERHELD+07.20M−$13M$201M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2020

9 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1XP, INCCL A51.44%$1.2B61.66M
258.COM INCSPON ADR REP A15.06%$348M7.15M
3ARCO PLATFORM LIMITEDCOM CL A10.06%$233M5.50M
4UBERUBERhistory →COM8.70%$201M7.20M
5CRWDCROWDSTRIKE HOLDINGShistory →CL A6.92%$160M2.87M
6SAICSCIENCE APPLICATIONS INTERNATIONAL CORP.history →COM6.56%$152M2.03M
7SFUNUSDFANG HOLDINGShistory →ADR NEW0.65%$15M11.11M
8CHINA INDEX HOLDINGSSPNSRD ADS A0.60%$14M10.12M
9FUTUFUTU HLDGS LTDSPON ADS CL A0.02%$521,00055.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$2.1B12May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.9B13Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$3.3B16Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$3.6B15Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$3.0B15May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$2.8B16Feb 7, 202513F-HRchanges · EDGAR ↗
Q3 2024$3.5B18Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$3.2B19Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$4.3B22May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$7.0B26Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$6.5B29Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$6.3B30Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$8.6B31May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$7.6B33Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$8.5B39Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$7.7B38Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$10.9B35May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$13.0B32Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$17.1B25Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$14.1B17Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$8.5B12May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$7.7B9Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$6.5B7Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$3.3B7Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$2.3B9May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$3.7B8Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.5B7Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.7B8Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.2B5May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.0B6Feb 11, 201913F-HRchanges · 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 ↗.