Atairos Group, Inc.

CIK 0001671122 · Q2 2026

13F Equity AUM

$1.8B

+44.0% QoQ

Positions

-4 QoQ

AUM Rank

#2,496

Top 20%

Skill Alpha (FF)

-0.9%/yr^ns

No Clear Edge

Rank #3,558 · Top 43%

vs S&P -12.1%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 100.0%Top 10: 100.0%Top 20: 100.0%

TNET51.0%

LUCK27.0%

LTH20.4%

CLVT1.5%

XPOF0.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 5Median: 20.40%Avg: 20.00%

0–0.5%

1(0.1%)

0.5–1%

0(0.0%)

1–3%

1(1.5%)

3–5%

0(0.0%)

5%+

3(98.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 5vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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