SEC 13F Intelligence

Managers / Q1 2022 · view latest →

Atairos Group, Inc.

CIK 0001671122 · 40 MORRIS AVENUE, BRYN MAWR, PA, 19010 · 646-690-5252

Reported Value
$3.0B
Q1 2022
Positions
5
Filings on Record
33
2019–present window
Filed
May 16, 2022
original filing

Summary

Atairos Group, Inc. reported $3.0B in U.S.-listed holdings across 5 positions for Q1 2022.

The portfolio is heavily concentrated: TNET alone accounts for 69.4% of reported value.

Compared with Q4 2021, the fund opened 1 new position and exited 0.

Portfolio Metrics

Turnover
+2.8%
vs prior filed quarter
Largest Position
+69.4%
Trinet

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: $823MQ4 ’18Q1 ’19: $1.2BQ2 ’19: $1.3BQ3 ’19: $1.2BQ4 ’19: $1.2BQ4 ’19Q1 ’20: $808MQ2 ’20: $1.3BQ3 ’20: $1.3BQ4 ’20: $1.7BQ4 ’20Q1 ’21: $1.7BQ2 ’21: $1.6BQ3 ’21: $2.0BQ4 ’21: $2.9BQ4 ’21Q1 ’22: $3.0BQ2 ’22: $2.6BQ3 ’22: $2.5BQ1 ’23: $3MQ1 ’23Q3 ’23: $2.8BQ4 ’23: $3.2BQ1 ’24: $3.4BQ2 ’24: $2.8BQ2 ’24Q3 ’24: $2.6BQ4 ’24: $2.4BQ1 ’25: $2.2BQ2 ’25: $2.0BQ2 ’25Q3 ’25: $2.0BQ4 ’25: $1.6BQ1 ’26: $1.2Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 93.2%Other: 6.8%
  • Common Stock · 93.2% · $2.8B
  • Other · 6.8% · $205M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PAYAUSDPAYA HOLDINGS INC.NEW+1.03M1.03M+$6M$6M
LUCKBOWLERO CORPHELD+063.43M+$103M$675M
CLARIVATE PLCHELD+012.26M−$83M$205M
TNETTRINET GROUP INCHELD+021.45M+$66M$2.1B
EXLSEXLSERVICE HOLDINGS INCHELD+0310.4K−$466,000$44M

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

Holdings — Q1 2022

5 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1TNETTRINET GROUP INChistory →COM69.37%$2.1B21.45M
2LUCKBOWLERO CORPhistory →CL A COM22.21%$675M63.43M
3CLARIVATE PLCORD SHS6.76%$205M12.26M
4EXLSEXLSERVICE HOLDINGS INChistory →COM1.46%$44M310.4K
5PAYAUSDPAYA HOLDINGS INC.COM CL A0.20%$6M1.03M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.2B4May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.6B4Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.0B5Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$2.0B5Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$2.2B4May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$2.4B4Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.6B4Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.8B4Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$3.4B4May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$3.2B4Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$2.8B4Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023under review4Aug 15, 202313F-HRchanges · EDGAR ↗
Q1 2023$3M4May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022under review4Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$2.5B6Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$2.6B5Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$3.0B5May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$2.9B4Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$2.0B1Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.6B1Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.7B1May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.7B1Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.3B1Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.3B1Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$808M1May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.2B1Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.2B1Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.3B2Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.2B2May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$823M2Feb 13, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 2 additional managers.

  • Atairos Partners, L.P.028-18540
  • Angelakis Michael J028-18537

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 ↗.