Thoma Bravo, L.P. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Thoma Bravo, L.P. disclosed 4 US equity positions worth $12.0bn in its Q2 2025 13F filing. The largest position was SAIL at 91.7% of the reported book, followed by MERIDIANLINK INC and NABL. Against the Q1 2025 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 4 holdings.
What did Thoma Bravo, L.P. own in Q2 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SAIL SAILPOINT INC | Technology | 91.7% | $11.0bn | 479,842,514 | 0% | held |
| 2 | MERIDIANLINK INC | 3.9% | $469.6m | 28,932,388 | 0% | held | |
| 3 | NABL N-ABLE INC | Technology | 3.4% | $405.7m | 50,090,643 | 0% | held |
| 4 | TTAN SERVICETITAN INC | Technology | 0.9% | $111.4m | 1,039,099 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.