SEC 13F Intelligence

Silver Lake Group, L.L.C. / U

Silver Lake Group, L.L.C.’s Unity Software Inc Position

Does Silver Lake Group, L.L.C. own Unity Software Inc (U)? Yes — 34.74M shares worth $762M (+20.72% of its 13F portfolio) as of Q1 2026.

Position Value
$762M
Q1 2026
Shares
34.74M
% of Portfolio
+20.72%
Quarters Held
23
currently held

Position History U

Reported value by quarter
Q3 ’20: $3.8BQ3 ’20Q4 ’20: $6.6BQ1 ’21: $4.1BQ2 ’21: $4.5BQ2 ’21Q3 ’21: $5.1BQ4 ’21: $5.0BQ1 ’22: $8.5BQ1 ’22Q2 ’22: $1.3BQ3 ’22: $115MQ4 ’22: $1.0BQ4 ’22Q1 ’23: $1.1BQ2 ’23: $1.5BQ3 ’23: $1.1BQ3 ’23Q4 ’23: $1.4BQ1 ’24: $927MQ2 ’24: $565MQ2 ’24Q3 ’24: $786MQ4 ’24: $781MQ1 ’25: $680MQ1 ’25Q2 ’25: $841MQ3 ’25: $1.4BQ4 ’25: $1.5BQ4 ’25Q1 ’26: $762Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.74M$762M+20.72%
Q4 202534.74M$1.5B+30.50%
Q3 202534.74M$1.4B+27.09%
Q2 202534.74M$841M+16.71%
Q1 202534.74M$680M+12.31%
Q4 202434.74M$781M+8.80%
Q3 202434.74M$786M+8.82%
Q2 202434.74M$565M+6.91%
Q1 202434.74M$927M+11.26%
Q4 202334.74M$1.4B+16.04%
Q3 202334.74M$1.1B+7.43%
Q2 202334.98M$1.5B+10.26%
Q1 202334.98M$1.1B+8.23%
Q4 202234.98M$1.0B+7.91%
Q3 202234.98M$115M+1.04%
Q2 202234.98M$1.3B+10.05%
Q1 202269.97M$8.5B+21.50%
Q4 202134.98M$5.0B+23.56%
Q3 202140.78M$5.1B+31.61%
Q2 202140.78M$4.5B+29.02%
Q1 202140.78M$4.1B+40.77%
Q4 202043.30M$6.6B+57.24%
Q3 202043.30M$3.8B+46.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Silver Lake Group, L.L.C.’s full portfolio or all institutional holders of U.