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Thoma Bravo, L.P. Top Holdings and 13F Report (2025)

About Thoma Bravo, L.P.

Investment Activity

  • Thoma Bravo, L.P. has $14.56 billion in total holdings as of March 31, 2025.
  • Thoma Bravo, L.P. owns shares of 7 different stocks, but just 2 companies or ETFs make up 80% of its holdings.
  • Approximately 61.81% of the portfolio was purchased this quarter.
  • This quarter, Thoma Bravo, L.P. has purchased 6 new stocks and bought additional shares in 0 stocks.
  • Thoma Bravo, L.P. sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

SAILPOINT INC
$8,997,047,138
Nasdaq
$3,247,127,143
SolarWinds
$926,676,988
MeridianLink
$536,117,150
CyberArk Software
$386,177,844

Largest New Holdings this Quarter

78781J109 - SAILPOINT INC
$8,997,047,138 Holding

Largest Purchases this Quarter

SAILPOINT INC
479,842,514 shares (about $9.00B)

Sector Allocation Over Time

Map of 500 Largest Holdings ofThoma Bravo, L.P.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SAILPOINT INC
$8,997,047,138$8,997,047,138 New Holding479,842,51461.8%COM
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
$3,247,127,1430.0%42,804,20722.3%Finance
SolarWinds Co. stock logo
SWI
SolarWinds
$926,676,9880.0%50,090,6486.4%Computer and Technology
MeridianLink, Inc. stock logo
MLNK
MeridianLink
$536,117,1500.0%28,932,3883.7%Business Services
CyberArk Software Ltd. stock logo
CYBR
CyberArk Software
$386,177,8440.0%1,142,5382.7%Computer and Technology
N-able, Inc. stock logo
NABL
N-able
$355,142,6590.0%50,090,6432.4%Business Services
SERVICETITAN INC
$106,892,1140.0%1,039,0990.7%SHS CL A

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data