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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 $11.67 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.
  • This quarter, Thoma Bravo, L.P. has purchased 4 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
$10,594,922,709
MeridianLink
$576,622,493
N-able
$390,707,015
SERVICETITAN INC
$104,772,352

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
$10,594,922,7090.0%479,842,51490.8%COM
MeridianLink, Inc. stock logo
MLNK
MeridianLink
$576,622,4930.0%28,932,3884.9%Business Services
N-able, Inc. stock logo
NABL
N-able
$390,707,0150.0%50,090,6433.3%Business Services
SERVICETITAN INC
$104,772,3520.0%1,039,0990.9%SHS CL A

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