DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP TKO — TKO GROUP HOLDINGS INC

Ownership history in DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP  ·  11 quarters on record

AI Ownership Summary

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP reported TKO GROUP HOLDINGS INC (TKO) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 16.27% in 2024 Q2. The latest visible filing shows TKO at 12.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TKO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP's position in TKO GROUP HOLDINGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TKO was reported at 12.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.27% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TKO stock page DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP fund profile DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP full holdings
How DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP held TKO — position size vs. price
% of Fund (quarterly)    TKO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,350,367 — 0% 12.23% $272.3M 2026-05-15 $189.33
2025 Q4 UNCHANGED — — — 1,350,367 — 0% 11.29% $282.2M 2026-02-17 $208.48
2025 Q3 REDUCED 39.3% +7.4% ❌ 1,350,367 -874,513 -39.3% 9.20% $272.7M 2025-11-14 $181.96
2025 Q2 REDUCED 8.2% +13.3% ❌ 2,224,880 -200,000 -8.2% 12.89% $404.8M 2025-08-14 $188.08
2025 Q1 REDUCED 11.5% +19.4% ❌ 2,424,880 -315,209 -11.5% 12.38% $370.5M 2025-05-15 $158.62
2024 Q4 UNCHANGED — — — 2,740,089 — 0% 14.55% $389.4M 2025-02-14 $171.95
2024 Q3 REDUCED 10.6% +15.9% ❌ 2,740,089 -325,614 -10.6% 13.72% $339.0M 2024-11-14 $115.39
2024 Q2 ADDED — — — 3,065,703 +90,868 +3.1% 16.27% $331.1M 2024-08-14 $116.33
2024 Q1 ADDED — — — 2,974,835 +854,429 +40.3% 14.75% $257.1M 2024-05-15 $102.95
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TKO

As of 2026 Q2 — sorted by position size

Lindsell Train Ltd 3Y 7Y 16.07% COOPER INVESTORS PTY LTD 2.55% BARLOW WEALTH PARTNERS, LLC 2.31% Annex Advisory Services, LLC 3Y 7Y 1.44% Ninety One UK Ltd 3Y 7Y 1.41% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.88% Ninety One SA (PTY) Ltd 3Y 7Y 0.71% Sidoxia Capital Management, LLC 0.64% ADAMS DIVERSIFIED EQUITY FUND, INC. 3Y 7Y 0.54% Ninety One North America, Inc. 3Y 7Y 0.44%

FAQ About DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP and TKO

These are the practical questions this page is built to answer before you even open the full history table.

How long has DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP reported owning TKO?

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP reported TKO across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported TKO position in DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP's portfolio?

The largest reported portfolio weight for TKO was 16.27% in 2024 Q2.

What is the latest reported TKO position on this page?

The most recent filing on this page is 2026 Q1, when DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP reported 1,350,367 shares, equal to 12.23% of portfolio, with an estimated market value of $272.3M.

What does the chart on this TKO ownership page compare?

The chart compares DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP's quarterly TKO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP time their TKO position?

Based on 13F filing dates vs. subsequent TKO price moves, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on TKO relative to SPY over the holding period was +74.2%.

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