TB

THOMA BRAVO, L.P.

13F
THOMA BRAVO, L.P.
Last update 2025-04-22 7 Stocks (1 new)
Value $14.55 Bil Turnover 62 %
Countries:
Top Holdings: SAIL(61.81%)NDAQ(22.31%)SWI(6.37%)MLNK(3.68%)CYBR(2.65%)
Summary Stock Picks Current Portfolio
THOMA BRAVO, L.P. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SAIL 		SailPoint Inc
479,842,514
8,997,047.1
New Holding
61.810
+61.81%
86.210
0%
0%
10,569.4
Software
NDAQ 		Nasdaq Inc
42,804,207
3,247,127.1
0%
22.310
0%
7.440
-4.00%
+2.84%
45,496.3
Capital Markets
SWI 		SolarWinds Corp
50,090,648
926,677.0
0%
6.370
0%
28.930
+32.17%
+29.75%
3,201.2
Software
MLNK 		MeridianLink Inc
28,932,388
536,117.2
0%
3.680
0%
37.760
-9.55%
-16.08%
1,337.6
Software
CYBR 		CyberArk Software Ltd
1,142,538
386,177.8
0%
2.650
0%
2.310
-4.78%
+9.84%
18,098.9
Software
NABL 		N-able Inc
50,090,643
355,142.7
0%
2.440
0%
26.510
-22.51%
-19.27%
1,424.7
Software
TTAN 		ServiceTitan Inc
1,039,099
106,892.1
0%
0.730
0%
1.150
+11.20%
+12.78%
10,516.1
Software

THOMA BRAVO, L.P.'s Historical Top Holdings Breakdowns

THOMA BRAVO, L.P.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SAIL 		SailPoint Inc2025-03-31New Buy
+61.81%
â—Ź
18.12 ($21.79) 25.7
$18.95
-13.01%
New holding
479,842,514
479,842,514
INST Unlock Delisted Instructure Holdings Inc2024-12-31Sold Out
-36.36%
â—Ź
23.48 ($23.54) 23.6
$23.60
0.25%
Sold Out
0
-122,065,804
CYBR 		CyberArk Software Ltd2024-12-31New Buy
+6.83%
â—Ź
274.1 ($304.26) 333.15
$366.57
20.48%
New holding
1,142,538
1,142,538
TTAN 		ServiceTitan Inc2024-12-31New Buy
+1.92%
â—Ź
100 ($104.38) 108.39
$116.82
11.92%
New holding
1,039,099
1,039,099
MLNK 		MeridianLink Inc2024-12-31Reduce
-0.17%
â—Ź
20.21 ($22.05) 24.62
$17.33
-21.41%
Reduce -2.2%
28,932,388
-650,000
NDAQ 		Nasdaq Inc2024-09-30Reduce
-25.43%
â—Ź
59.48 ($68.26) 74.29
$79.14
15.93%
Reduce -50%
42,804,207
-42,804,207
MLNK 		MeridianLink Inc2024-09-30Reduce
-1.26%
â—Ź
20.57 ($22.58) 24.4
$17.33
-23.25%
Reduce -16.86%
29,582,388
-6,000,000
DT 		Dynatrace Inc2024-06-30Sold Out
-3.45%
â—Ź
43.26 ($46.07) 48.47
$48.74
5.80%
Sold Out
0
-7,657,741
NDAQ 		Nasdaq Inc2024-03-31Add
+8.53%
â—Ź
55.42 ($57.86) 63.1
$79.14
36.77%
Add 19.46%
85,608,414
13,945,977
DT 		Dynatrace Inc2024-03-31Reduce
-8.41%
â—Ź
45.52 ($52.08) 60.7
$48.74
-6.41%
Reduce -69.06%
7,657,741
-17,090,655

THOMA BRAVO, L.P. Total Holding History ($B)

To

THOMA BRAVO, L.P.'s Asset Allocation

To

THOMA BRAVO, L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

THOMA BRAVO, L.P.'s Hypothetical Growth since 2025-03-31

THOMA BRAVO, L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

THOMA BRAVO, L.P.'s Holdings Heat Map

Size field:

THOMA BRAVO, L.P.'s Holdings Bubble Chart

THOMA BRAVO, L.P. News

  • 1

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