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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 $11.96 billion in total holdings as of June 30, 2025.
  • Thoma Bravo, L.P. owns shares of 4 different stocks, but just 1 company or ETF makes up 80% of its holdings.
  • About 38.14% of the portfolio was sold this quarter.
  • This quarter, Thoma Bravo, L.P. has purchased 7 new stocks and bought additional shares in 0 stocks.
  • Thoma Bravo, L.P. sold shares of 0 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

SAILPOINT INC
$10,969,199,870
MeridianLink
$469,572,657
N-able
$405,734,208
SERVICETITAN INC
$111,370,631

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
$10,969,199,8700.0%479,842,51491.7%COM
MeridianLink, Inc. stock logo
MLNK
MeridianLink
$469,572,6570.0%28,932,3883.9%Business Services
N-able, Inc. stock logo
NABL
N-able
$405,734,2080.0%50,090,6433.4%Business Services
SERVICETITAN INC
$111,370,6310.0%1,039,0990.9%SHS CL A
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
$0$3,247,127,143 -100.0%00.0%Finance
SolarWinds Co. stock logo
SWI
SolarWinds
$0$926,676,988 -100.0%00.0%Computer and Technology
CyberArk Software Ltd. stock logo
CYBR
CyberArk Software
$0$386,177,844 -100.0%00.0%Computer and Technology

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