AI Portfolio Summary
In 2025 Q4, Lexington Partners L.P. maintained a portfolio of 6 distinct positions. The most significant new addition to the portfolio was MEDLINE INC, which now represents 1.66% of the total fund value. Conversely, Lexington Partners L.P. completely exited their position in SAMSARA INC.
Total Positions
6
Quarter
2025 Q4
Top Holding
KRMN (95.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-6 of 6
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
KRMN
KARMAN HLDGS IN...
|
Industrials | 95.49% | 96.80% |
#1
Prev: #1
|
10.0 | no change | no change |
P
S
|
4,430,213 | $324,158,685 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NABL
N-ABLE INC
|
Technology | 2.73% | 2.93% |
#2
Prev: #2
|
1.1 | no change | no change |
P
S
|
1,239,867 | $9,274,205 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MDLN
MEDLINE INC
|
Healthcare | 1.66% | — |
#3
Prev: #—
|
2.7 | 134,232 | no change |
NEW
|
134,232 | $5,637,744 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RBRK
RUBRIK INC.
|
Technology | 0.09% | — |
#4
Prev: #—
|
2.0 | 4,180 | no change |
NEW
|
4,180 | $319,686 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ALEC
ALECTOR INC
|
Healthcare | 0.02% | 0.01% |
#5
1
Prev: #4
|
2.3 | 43,380 | 429.2% |
P
S
|
53,488 | $83,441 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IOT
SAMSARA INC
|
Technology | 0.00% | 0.26% |
Sold All 😨
(Was: #3) |
0.3 | -23,454 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-6 of 6 holdings