SL
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Silver Lake Group, L.L.C.13F | |
| Silver Lake Group, L.L.C. | |
| Last update 2025-02-07 | 15 Stocks (0 new) |
| Value $8.87 Bil | Turnover 0 % |
Silver Lake Group, L.L.C. Profile
The Silver Lake Group is a software focused organization that is based out of Menlo Park, California. The company was established in 1989 and focuses on investing in various technology and related industries. Silver Lake Group has grown significantly from its inception and now employees over 1,200 people within the group company itself and various related subsidiary entities located around the world in Asia Pacific, Middle East, Europe, and USA. The company aims to be “the dominant system integrator of core banking systems solutions, and a leading innovator in software engineering and business solutions” and has become one of the largest and most successful IT solutions providers in Asia Pacific. Silver Lake Group provides a wide variety of products and services including its Digital Economy Mobility Operating System, Digital Economy Operating System, Digital Economy Workflow, Enterprise Data Services Data Management and Quality Management Services, Investment and Capital Market Solutions, and a variety of others. The company has an increasing presence in a variety of sectors including Finance, Utility, Education, Health Care, Retail, Government, Social and Services, Logistics, and Tourism and Travel, among others. Silver Lake Group is regarded as one of the most significant Banking and Financial solutions and services provider in the Asia Pacific region, providing its services to over 100 global and local clients that include 40% of the top 20 largest banks in Southeast Asia. The company has won numerous awards over the years including the Asian Banking and Finance Award for Online Banking Initiative of the Year and Forbes Asia’s Best under a Billion award in 2013, IBM ASEAN Golden Circle Award and IBM Business Partner Excellence Award in 2012, and a wide variety of others. The company mainly invests in the consumer discretionary group and its top holdings in Alibaba Group Holding Limited And Sabre Corporation make up 49% and 47% of its total holdings.
Silver Lake Group, L.L.C. Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EDR | Endeavor Group Holdings Inc | 91,976,482 | 2,877,944.1 | 0% | 32.460 | 0% | 29.850 | -6.34% | -6.34% | 9,522.2 | Media - Diversified | |
FA | First Advantage Corp | 89,557,840 | 1,677,418.3 | 0% | 18.920 | 0% | 51.870 | -25.03% | -24.67% | 2,450.1 | Business Services | |
SWI | SolarWinds Corp | 61,473,871 | 876,002.7 | 0% | 9.880 | 0% | 36.040 | +32.17% | +29.75% | 3,201.2 | Software | |
GB | Global Blue Group Holding AG | 126,102,310 | 873,889.0 | 0% | 9.860 | 0% | 63.090 | +2.20% | +7.07% | 1,479.3 | Software | |
U | Unity Software Inc | 34,735,404 | 780,504.5 | 0% | 8.800 | 0% | 8.620 | -4.86% | -1.56% | 9,191.2 | Software | |
EVCM | EverCommerce Inc | 67,085,136 | 738,607.3 | 0% | 8.330 | 0% | 36.560 | -2.66% | -6.81% | 1,881.6 | Software | |
NABL | N-able Inc | 61,473,869 | 574,165.9 | 0% | 6.480 | 0% | 32.820 | -27.39% | -24.52% | 1,332.1 | Software | |
MSGS | Madison Square Garden Sports Corp | 1,899,962 | 428,783.4 | 0% | 4.840 | 0% | 7.910 | -11.00% | -13.42% | 4,691.5 | Media - Diversified | |
GDRX | GoodRx Holdings Inc | 3,532,276 | 16,425.1 | 0% | 0.190 | 0% | 0.930 | -5.32% | -0.43% | 1,663.7 | Healthcare Providers & Services | |
VCSA | Vacasa Inc | 3,123,680 | 15,306.0 | 0% | 0.170 | 0% | 19.860 | +9.18% | +11.63% | 111.8 | Travel & Leisure |
Silver Lake Group, L.L.C.'s Historical Top Holdings Breakdowns
Silver Lake Group, L.L.C.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SOFI | SoFi Technologies Inc | 2024-12-31 | Sold Out | -2.75% | 7.79 ($13.07) 16.88 | $13.20 | 0.99% | Sold Out | 0 | -31,154,165 | |
DELL | Dell Technologies Inc | 2024-12-31 | Reduce | -0.51% | 111.96 ($125.69) 144.21 | $94.47 | -24.84% | Reduce -90.21% | 42,256 | -389,268 | |
O | Realty Income Corp | 2024-12-31 | Sold Out | 0% | 51.76 ($58.16) 64.71 | $57.24 | -1.58% | Sold Out | 0 | -3,450 | |
DELL | Dell Technologies Inc | 2024-09-30 | Add | +0.09% | 87.89 ($116.48) 145.97 | $94.47 | -18.90% | Add 19.68% | 431,524 | 70,954 | |
O | Realty Income Corp | 2024-09-30 | New Buy | 0% | 52.36 ($59.51) 63.42 | $57.24 | -3.81% | New holding | 3,450 | 3,450 | |
DELL | Dell Technologies Inc | 2024-06-30 | Reduce | -0.11% | 114.87 ($134.06) 179.21 | $94.47 | -29.53% | Reduce -18.22% | 360,570 | -80,351 | |
COIN | Coinbase Global Inc | 2024-06-30 | Sold Out | -0.01% | 199.17 ($230.1) 263.01 | $205.27 | -10.79% | Sold Out | 0 | -4,347 | |
SPG | Simon Property Group Inc | 2024-06-30 | New Buy | 0% | 140.18 ($147.31) 153.78 | $158.51 | 7.60% | New holding | 1,350 | 1,350 | |
DOC | Healthpeak Properties Inc | 2024-06-30 | New Buy | 0% | 17.82 ($19.1) 20.25 | $17.75 | -7.07% | New holding | 10,800 | 10,800 | |
AVGO | Broadcom Inc | 2024-03-31 | Sold Out | -1.60% | 104.9 ($123.9) 140.7 | $192.47 | 55.34% | Sold Out | 0 | -126,555 |
Silver Lake Group, L.L.C. Total Holding History ($B)
Silver Lake Group, L.L.C.'s Asset Allocation
Silver Lake Group, L.L.C. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Silver Lake Group, L.L.C.'s Hypothetical Growth since 2024-12-31
Silver Lake Group, L.L.C.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Silver Lake Group, L.L.C.'s Holdings Heat Map
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Silver Lake Group, L.L.C.'s Holdings Bubble Chart
Silver Lake Group, L.L.C. News
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