SILVER LAKE GROUP L L C
Q4 2022 Form 13-F

MENLO PARK, CALIFORNIA
CIK 0001418226 · Institutional investment manager
Consolidated report · includes 6 managers since Q2 2013
$12.6B Reported Value Total
Reported value
$12.6B
Quarter over quarter
+5.9%
Holdings
19
Top-10 concentration
97.6%

Reports holdings for

  • Silver Lake Alpine Associates L P · File #028-21419 · Q1 2024 – Q1 2025 · declared by one filing
  • Silver Lake Technology Associates V L P · File #028-18876 · Q1 2024 – Q1 2025 · declared by one filing
  • SLA Co-Invest GP L L C · File #028-21865 · Q4 2021 – Q3 2024 · declared by one filing
  • SLTA SPV-2 L P · File #028-21864 · Q1 2024 – Q3 2024 · declared by one filing
  • Silver Lake Technology Associates VI L P · File #028-20947 · Q1 2024 – Q3 2024 · declared by one filing
  • Silver Lake Technology Associates Sumeru Cayman, L.P. (not a 13F filer in our records) · File #028-18076 · Q1 2017 – Q3 2022 · declared by one filing
  • Silver Lake Technology Associates VI Cayman, L.P. (not a 13F filer in our records) · Q4 2021 – Q4 2021 · declared by one filing
  • Silver Lake West VoteCo, L.L.C. (not a 13F filer in our records) · Q4 2021 – Q4 2021 · declared by one filing
  • SLA Co-Invest, GP, L.L.C. (not a 13F filer in our records) · Q4 2021 – Q4 2021 · declared by one filing
  • SLTA SPV-2, L.P. (not a 13F filer in our records) · Q4 2021 – Q4 2021 · declared by one filing
  • Silver Lake Technology Associates LTC, L.P. (not a 13F filer in our records) · File #028-20946 · Q4 2020 – Q3 2021 · declared by one filing
  • Silver Lake Alpine Associates, L.P. (not a 13F filer in our records) · Q3 2021 – Q3 2021 · declared by one filing
  • Silver Lake Technology Associates LTC, L.P. (not a 13F filer in our records) · Q4 2020 – Q4 2020 · declared by one filing
  • Silver Lake Technology Associates VI, L.P. (not a 13F filer in our records) · Q4 2020 – Q4 2020 · declared by one filing
  • Silver Lake Technology Associates Sumeru, L.P. (not a 13F filer in our records) · File #028-14020 · Q2 2013 – Q3 2020
  • Silver Lake Technology Associates Kraftwerk, L.P. (not a 13F filer in our records) · File #028-15137 · Q2 2013 – Q3 2020
  • Silver Lake Technology Associates IV Cayman, L.P. (not a 13F filer in our records) · File #028-16973 · Q2 2015 – Q3 2020
  • Silver Lake Technology Associates II, L.L.C. (not a 13F filer in our records) · File #028-13516 · Q2 2014 – Q3 2019
  • Silver Lake Technology Associates V, L.P. (not a 13F filer in our records) · Q2 2018 – Q2 2018 · declared by one filing
  • Silver Lake Technology Associates V Marquee, L.P. (not a 13F filer in our records) · Q1 2018 – Q1 2018 · declared by one filing
  • Silver Lake Technology Associates IV, L.P. (not a 13F filer in our records) · Q4 2017 – Q4 2017 · declared by one filing
  • Silver Lake Technology Associates Kraftwerk, L.P. (not a 13F filer in our records) · Q3 2017 – Q3 2017 · declared by one filing
  • Silver Lake Technology Associates Sumeru Cayman, L.P. (not a 13F filer in our records) · Q1 2017 – Q1 2017 · declared by one filing
  • Silver Lake Technology Associates Waterman, L.L.C. (not a 13F filer in our records) · File #028-16210 · Q2 2014 – Q4 2015
  • Silver Lake Technology Associates II Cayman, L.P. (not a 13F filer in our records) · File #028-14019 · Q2 2013 – Q3 2014
  • Silver Lake Financial Associates, L.P. (not a 13F filer in our records) · File #028-14942 · Q2 2013 – Q3 2014
  • Silver Lake Technology Associates III Cayman, L.P. (not a 13F filer in our records) · Q3 2014 – Q3 2014 · declared by one filing
  • Silver Lake Technology Associates Waterman, L.L.C. (not a 13F filer in our records) · Q2 2014 – Q2 2014 · declared by one filing

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Justin G. Hamill
Managing Director and Chief Legal Officer
Q3 2022
Q1 2023
Go to latest

Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.

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Q4 2022 13F filing summary

Period of report December 31, 2022
Filed February 10, 2023
Form 13F-HR
Reported value $12.6B
Positions 19
Change in reported value +14.3%
New positions 0
Exited positions 3
Position turnover 13.6%
Top-10 concentration 97.6%

13F filings by quarter

Quarter Positions Value
Q2 2026 13F
Filed Aug 14, 2026
 12 $4.6B
Q1 2026 13F
Filed May 15, 2026
 13 $3.7B
Q4 2025 13F
Filed Feb 13, 2026
 11 $5.0B
Q3 2025 13F
Filed Nov 14, 2025
 13 $5.1B
Q2 2025 13F
Filed Aug 8, 2025
 12 $5.0B
Q1 2025 13F
Filed May 9, 2025
 15 $5.5B
Q4 2024 13F
Filed Feb 7, 2025
 15 $8.9B
Q3 2024 13F
Filed Nov 8, 2024
 17 $8.9B
Q2 2024 13F
Filed Aug 14, 2024
 16 $8.2B
Q1 2024 13F
Filed May 14, 2024
 15 $8.2B
Q4 2023 13F
Filed Feb 9, 2024
 16 $8.9B
Q3 2023 13F
Filed Nov 13, 2023
 17 $14.7B
Q2 2023 13F
Filed Aug 14, 2023
 16 $14.8B
Q1 2023 13F
Filed May 12, 2023
 17 $13.8B
Q4 2022 13F
Filed Feb 10, 2023
 19 $12.6B
Q3 2022 13F
Filed Nov 14, 2022
 22 $11.1B
Q2 2022 13F
Filed Aug 12, 2022
 23 $12.8B
Q1 2022 13F
Filed May 13, 2022
 24 $18.2B
Q4 2021 13F
Filed Feb 11, 2022
 24 $21.2B
Q3 2021 13F
Filed Nov 15, 2021
 18 $16.3B

33 earlier quarters on file — choose one from the quarter menu above.

Top 19 holdings · Q4 2022

# Holding Reported value % of portfolio
1 VMW VMWARE, INC. $5.2B 40.82%
2 EDR ENDEAVOR GROUP HOLDINGS, INC. $2.1B 16.39%
3 FA FIRST ADVANTAGE CORP $1.2B 9.24%
4 U UNITY SOFTWARE INC. $1.0B 7.91%
5 NABL N-ABLE, INC. $632.0M 5.0%
6 GB GLOBAL BLUE GROUP HOLDING AG $623.3M 4.93%
7 SWI SOLARWINDS CORP $575.4M 4.55%
8 EVCM EVERCOMMERCE INC. $499.1M 3.95%
9 MSGS MADISON SQUARE GRDN SPRT COR $348.3M 2.75%
10 XM QUALTRICS INTERNATIONAL INC. $259.4M 2.05%
11 SOFI SOFI TECHNOLOGIES, INC. $143.6M 1.14%
12 VCSA VACASA, INC. $78.7M 0.62%
13 GFS GLOBALFOUNDRIES INC. $46.4M 0.37%
14 GDRX GOODRX HLDGS INC. $16.5M 0.13%
15 PATH UIPATH, INC. $10.2M 0.08%
16 DELL DELL TECHNOLOGIES INC. $3.4M 0.03%
17 GBWS GLOBAL BLUE GROUP HOLDING AG $2.9M 0.02%
18 ROOT ROOT, INC. $2.3M 0.02%
19 SNOW SNOWFLAKE INC $1.4M 0.01%

Values as reported on the Q4 2022 Form 13F. Every position is in the holdings table below.

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