Thomas H Lee Partners LP
Annual return '25
+17.5%
SPY '25
+17.7%
Alpha
-0.2ptsvs SPY
Invested
$1.8B
Holdings
289
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
14.7%
02
$ISRG
INTUITIVE SURGICAL INC
Q1 2026: Increased +2491.2% (63.4k → 1.64M shares)
11.3%
03
$INFL
LISTED FDS TR
Held since at least Q1 2024
9.7%
04
$LLY
ELI LILLY & CO
Q1 2026: Increased +1138.4% (351.1k → 4.35M shares)
8.0%
05
$GNR
SPDR INDEX SHS FDS
Held since at least Q1 2024
6.4%
06
$DSTL
ETF SER SOLUTIONS
Held since at least Q1 2024
5.1%
07
$MUB
ISHARES TR
Held since at least Q1 2024
4.9%
08
$AVUV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.7%
09
$IVV
ISHARES TR
Q1 2026: Sold 12.2% (182.5k → 160.3k shares)
3.5%
10
$VTV
VANGUARD INDEX FDS
Q1 2026: Sold 16.4% (103.6k → 86.5k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:41 UTC.