TPG Gp A, LLC 13F 持仓 · 2026年Q2
TPG Gp A 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 76 只证券，申报市值合计 50.02 亿美元。前几大持仓：LFST（23.93%）、SPCX（14.69%）、JXN（9.65%）。本季前 25 大持仓中：新建仓 5 只、增持 2 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LFST | LIFESTANCE HEALTH GROUP INC | $1.20B | 23.93% | 111.7M | 减持 |
| 2 | SPCX | SPACE EXPLORATION TECHN CORP | $734.7M | 14.69% | 4.3M | 新建仓 |
| 3 | JXN | JACKSON FINANCIAL INC | $482.8M | 9.65% | 4.7M | 持平 |
| 4 | LTH | LIFE TIME GROUP HOLDINGS INC | $322.4M | 6.45% | 7.9M | 减持 |
| 5 | SION | SIONNA THERAPEUTICS INC | $285.7M | 5.71% | 6.5M | 持平 |
| 6 | BETA | BETA TECHNOLOGIES INC | $274.6M | 5.49% | 16.4M | 持平 |
| 7 | AMRX | AMNEAL PHARMACEUTICALS INC | $213.4M | 4.27% | 12.3M | 持平 |
| 8 | INVH | INVITATION HOMES INC | $124.3M | 2.48% | 4.1M | 新建仓 |
| 9 | NGL | NGL ENERGY PARTNERS LP | $92.1M | 1.84% | 5.8M | 减持 |
| 10 | BCAX | BICARA THERAPEUTICS INC | $89.4M | 1.79% | 3.0M | 持平 |
| 11 | BRKRP | BRUKER CORP | $78.3M | 1.56% | 175,500 | 增持 |
| 12 | CBLL | CERIBELL INC | $73.2M | 1.46% | 3.8M | 减持 |
| 13 | BOFA FIN LLC | $71.2M | 1.42% | 56.6M | 持平 | |
| 14 | ODTX | ODYSSEY THERAPEUTICS INC | $69.0M | 1.38% | 3.7M | 新建仓 |
| 15 | ACHV | ACHIEVE LIFE SCIENCE INC | $44.9M | 0.90% | 6.9M | 新建仓 |
| 16 | EVRG | EVERGY INC | $42.3M | 0.85% | 29.8M | 减持 |
| 17 | WEC | WEC ENERGY GROUP INC | $42.1M | 0.84% | 34.0M | 持平 |
| 18 | NOVTU | NOVANTA INC | $41.7M | 0.83% | 611,667 | 减持 |
| 19 | NEEPRV | NEXTERA ENERGY INC | $39.3M | 0.79% | 825,000 | 增持 |
| 20 | ALLO | ALLOGENE THERAPEUTICS INC | $38.9M | 0.78% | 18.7M | 持平 |
| 21 | NX | QUANEX BLDG PRODS CORP | $38.3M | 0.76% | 2.1M | 持平 |
| 22 | DASH | DOORDASH INC | $30.5M | 0.61% | 31.0M | 新建仓 |
| 23 | HPEPRC | HEWLETT PACKARD ENTERPRISE C | $29.2M | 0.58% | 250,000 | 减持 |
| 24 | PCGPRX | PG&E CORP | $29.1M | 0.58% | 28.5M | 减持 |
| 25 | PCGPRX | PG&E CORP | $28.2M | 0.56% | 680,000 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR