GCM Grosvenor Holdings, LLC

data from 30/09/2025

Capitalization

$ 657.858 M -5.65 %

Average holding period

6 ans

Performance

$ 129.151 M 27.32 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in GCM Grosvenor Holdings, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 KRMN KARMAN HLDGS INC 36.43% 239.658 M $ 3319366 2025/09/30 0.000 $ 0.00 %
2025/09/30 CART MAPLEBEAR INC 23.14% 152.220 M $ 4140924 2023/09/30 -76.364 M $ -18.74 %
2025/09/30 SHEN SHENANDOAH TELECOMMUNICATION 8.37% 55.091 M $ 4105126 2024/06/30 -985.230 K $ -1.76 %
2025/09/30 AMZN AMAZON COM INC 6.01% 39.523 M $ 180002 2022/06/30 43.613 K $ 0.08 %
2025/09/30 CLH CLEAN HARBORS INC 2.67% 17.579 M $ 75700 2025/09/30 0.000 $ 0.00 %
2025/09/30 VIK VIKING HOLDINGS LTD 2.11% 13.856 M $ 222901 2024/09/30 2.661 M $ 16.64 %
2025/09/30 SCHW SCHWAB CHARLES CORP 2.08% 13.677 M $ 143256 2025/03/31 815.683 K $ 4.64 %
2025/09/30 LINE LINEAGE INC 1.77% 11.672 M $ 302079 2025/06/30 -1.474 M $ -11.21 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 1.72% 11.315 M $ 40515 2025/09/30 0.000 $ 0.00 %
2025/09/30 PTC PTC INC 1.68% 11.052 M $ 54437 2024/03/31 2.248 M $ 17.80 %
2025/09/30 ABG ASBURY AUTOMOTIVE GROUP INC 1.62% 10.675 M $ 43669 2024/03/31 347.401 K $ 2.48 %
2025/09/30 CNM CORE & MAIN INC 1.61% 10.561 M $ 196187 2024/09/30 -866.560 K $ -10.80 %
2025/09/30 TRU TRANSUNION 1.57% 10.312 M $ 123088 2024/09/30 -699.194 K $ -4.80 %
2025/09/30 HDB HDFC BANK LTD 1.46% 9.582 M $ 280518 2023/09/30 -8.026 M $ -55.45 %
2025/09/30 NU NU HLDGS LTD 1.38% 9.087 M $ 567590 2025/03/31 1.750 M $ 16.69 %
2025/09/30 NTRA NATERA INC 1.25% 8.219 M $ 51061 2023/06/30 -547.794 K $ -4.72 %
2025/09/30 ELV ELEVANCE HEALTH INC FORMERLY 1.17% 7.721 M $ 23894 2023/09/30 -2.118 M $ -16.93 %
2025/09/30 GPN GLOBAL PMTS INC 1.13% 7.413 M $ 89231 2023/06/30 365.140 K $ 3.80 %
2025/09/30 XPO XPO INC 1.10% 7.223 M $ 55876 2025/03/31 224.137 K $ 2.36 %
2025/09/30 AER AERCAP HOLDINGS NV 1.02% 6.681 M $ 55212 2023/06/30 297.280 K $ 3.42 %
2025/09/30 BRIGHTSTAR LOTTERY PLC 0.70% 4.610 M $ 267249 2023/12/31 681.119 K $ 9.11 %
2025/09/30 SOND SONDER HOLDINGS INC 0.02% 129.920 K $ 102299 2023/09/30 -146.287 K $ -52.96 %