DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$1.5T
Holdings
37
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LNGCHENIERE ENERGY INC | 1,795,699 | $182.1B | 12.21% | |
| 2 | WMGWARNER MUSIC GROUP CORP | 4,030,573 | $174.0B | 11.67% | |
| 3 | VRRMVERRA MOBILITY CORP | 10,819,660 | $166.9B | 11.19% | |
| 4 | LPLALPL FINL HLDGS INC | 926,623 | $148.3B | 9.94% | |
| 5 | 2JEFOCUS FINL PARTNERS INC | 1,873,065 | $111.9B | 7.50% | |
| 6 | FWONALIBERTY MEDIA CORP DEL | 1,676,652 | $106.0B | 7.11% | |
| 7 | BXBLACKSTONE INC | 784,317 | $101.5B | 6.80% | |
| 8 | ACELACCEL ENTERTAINMENT INC | 6,770,087 | $88.1B | 5.91% | |
| 9 | COLDAMERICOLD RLTY TR | 2,362,766 | $77.5B | 5.19% | |
| 10 | MLNKMERIDIANLINK INC | 2,714,943 | $58.6B | 3.93% | |
| 11 | GDRXGOODRX HLDGS INC | 1,599,629 | $52.3B | 3.50% | |
| 12 | —DATTO HLDG CORP | 1,732,550 | $45.7B | 3.06% | |
| 13 | —INSTRUCTURE HLDGS INC | 1,050,000 | $25.2B | 1.69% | |
| 14 | —LAZARD GROWTH ACQUISITION CORP | 1,634,034 | $16.2B | 1.08% | |
| 15 | —GORES TECHNOLOGY PARTNERS II | 1,600,000 | $16.1B | 1.08% | |
| 16 | —LIBERTY MEDIA ACQUISITION CORP | 1,000,000 | $10.6B | 0.71% | |
| 17 | —GORES TECHNOLOGY PARTNERS INC | 1,000,000 | $10.1B | 0.67% | |
| 18 | —REVOLUTION HEALTHCAR AQ CORP | 974,092 | $9.6B | 0.65% | |
| 19 | —HEALTH ASSURN ACQUISITION CORP | 869,136 | $8.7B | 0.58% | |
| 20 | HIPOGBPHIPPO HLDGS INC | 3,000,000 | $8.5B | 0.57% | |
| 21 | MVSTMICROVAST HOLDINGS INC | 1,500,000 | $8.5B | 0.57% | |
| 22 | —INTERPRIVATE III FINANCIAL PA | 750,000 | $8.0B | 0.54% | |
| 23 | —TCV ACQUISITION CORP | 792,196 | $7.8B | 0.52% | |
| 24 | NABLN-ABLE INC | 693,117 | $7.7B | 0.52% | |
| 25 | —INTERPRIVATE II ACQUISITION CO | 750,000 | $7.4B | 0.50% | |
| 26 | RPCP10 INC | 400,000 | $5.6B | 0.37% | |
| 27 | —BILANDER ACQUISITION CORP | 500,000 | $5.0B | 0.34% | |
| 28 | —INTERPRIVATE IV INFRATECH PRTN | 500,000 | $4.9B | 0.33% | |
| 29 | —KHOSLA VENTURES ACQUISITION CO | 450,000 | $4.4B | 0.29% | |
| 30 | —ADVANCED MERGER PARTNERS INC | 400,000 | $4.0B | 0.27% | |
| 31 | —ALTIMETER GROWTH CORP 2 | 349,719 | $3.4B | 0.23% | |
| 32 | —ARGUS CAPITAL CORP | 300,000 | $3.0B | 0.20% | |
| 33 | SLAMFSLAM CORP | 175,000 | $1.7B | 0.12% | |
| 34 | DNABWGINKGO BIOWORKS HOLDINGS INC | 527,794 | $1.2B | 0.08% | |
| 35 | —CELLEBRITE DI LTD | 304,300 | $536.0M | 0.04% | |
| 36 | —MULTIPLAN CORPORATION | 275,000 | $351.0M | 0.02% | |
| 37 | —NERDY INC | 200,000 | $180.0M | 0.01% |