Crossover · Buyout · Chicago, IL
Thoma Bravo
Q2 2020 · compared with Q1 2020
Filed as Thoma Bravo, L.P.
Software buyouts.
- Software
- $4.7B
- Weight of 13F
- 71.6%
- Names
- 1
- Net bought
- −$707M
Filed 13 August 2020 · SEC filing.
2 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 20263 names$7.3BFlat
- Q1 20263 names$6.7BFlat
- Q4 20253 names$10.2BFlat
- Q3 20253 names$11.1BFlat
- Q2 20253 names$11.5BFlat
- Q1 20253 names$9.5B+$9.0B
- Q4 20242 names$575M+$107M
- Q3 20241 name$654MFlat
- Q2 20241 name$763M−$356M
- Q1 20242 names$1.0B−$935M
- Q4 20232 names$2.0B−$1.3B
- Q3 20232 names$3.1BFlat
- Q2 20232 names$3.4B−$755M
- Q1 20232 names$3.6B−$566M
- Q4 20222 names$3.7BFlat
- Q3 20222 names$3.4BFlat
- Q2 20222 names$3.8BFlat
- Q1 20222 names$4.4BFlat
- Q4 20212 names$5.6BFlat
- Q3 20212 names$6.6B+$622M
- Q2 20211 name$4.9BFlat
- Q1 20211 name$4.1BFlat
- Q4 20201 name$3.6B−$442M
- Q3 20201 name$3.9B−$869M
- Q2 20201 name$4.7B−$707M
- Q1 20201 name$3.5B−$538M
- Q4 20191 name$4.2B−$504M
- Q3 20191 name$3.4B+$3.6B
- Q2 20190 names$0—
- Q1 20190 names$0—
- Q4 20180 names$0—
What moved the book
The five software lines with the largest share change this quarter.