Darlington Partners Capital Management, LP
Annual return '25
+5.8%
SPY '25
+17.7%
Alpha
-11.9ptsvs SPY
Invested
$2.2B
Holdings
10
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TPG
TPG INC
Held since at least Q1 2024
16.4%
02
$CRM
SALESFORCE INC
Held since at least Q1 2024
13.1%
03
$FOUR
SHIFT4 PMTS INC
Held since at least Q1 2024
12.9%
04
$TKO
TKO GROUP HOLDINGS INC
Held since at least Q1 2024
12.2%
05
$LPLA
LPL FINL HLDGS INC
Held since at least Q1 2024
12.1%
06
$GLBE
GLOBAL E ONLINE LTD
Held since at least Q1 2024
9.6%
07
$WMG
WARNER MUSIC GROUP CORP
Held since at least Q1 2024
8.7%
08
$FUN
SIX FLAGS ENTERTAINMENT CORP
Held since at least Q1 2024
6.9%
09
$LINE
LINEAGE INC
Held since at least Q1 2024
4.1%
10
$ACEL
ACCEL ENTERTAINMENT INC
Held since at least Q1 2024
4.0%
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 10:39 UTC.