Thoma Bravo, L.P. 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Thoma Bravo, L.P. disclosed 3 US equity positions worth $10.2bn in its Q4 2025 13F filing. The largest position was SAIL at 95.4% of the reported book, followed by NABL and TTAN. Against the Q3 2025 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 3 holdings.
What did Thoma Bravo, L.P. own in Q4 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SAIL SAILPOINT INC | Technology | 95.4% | $9.7bn | 479,842,514 | 0% | held |
| 2 | NABL N-ABLE INC | Technology | 3.7% | $374.7m | 50,090,643 | 0% | held |
| 3 | TTAN SERVICETITAN INC | Technology | 0.9% | $93.3m | 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.