13F Portfolios

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP: TPG INC (TPG): Quarterly 13F Position History

As of Q1 2026, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP reported 9,000,000 shares of TPG INC (TPG), worth $364.6M and representing 16.4% of its 13F equity book. Quarter-over-quarter share count change: + 4,069,953 (+82.6%) . The position first appeared in Q2 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 9,000,000 +4,069,953 +82.6% $364.6M 16.4% $40.5
Q4 2025 4,930,047 0 $314.7M 12.6% $63.8
Q3 2025 4,930,047 0 $283.2M 9.6% $57.5
Q2 2025 4,930,047 $258.6M 8.2% $52.5

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP first disclose a TPG position in 13F-HR filings?

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP first reported TPG INC (TPG) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.

What was DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP's most recent quarter-over-quarter share-count change in TPG?

Between Q4 2025 and Q1 2026, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP added 4,069,953 shares of TPG (+82.6%), bringing the total reported position to 9,000,000 shares at a market value of $364.6M.

Does the implied price-per-share represent DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP's cost basis in TPG?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.