# Sixth Street Partners Management Company, L.P.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1812095. Source: https://holderbook.com/funds/1812095-sixth-street-partners-management-company-l-p/

- Reported value: $751.9B
- Positions: 3,440
- Weight of the ten largest: 21.8%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $32.1B | 160,214,733 | 4.3% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $29.3B | 101,374,121 | 3.9% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $19.5B | 52,298,999 | 2.6% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $15.7B | 66,029,318 | 2.1% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $14.6B | 40,980,558 | 1.9% | 1 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $12.6B | 33,404,003 | 1.7% | 1 |
| SCHWAB STRATEGIC TR | [FNDX](https://holderbook.com/stocks/FNDX/) | $11.7B | 374,969,727 | 1.6% | 1 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $11.5B | 32,618,930 | 1.5% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $8.7B | 15,438,261 | 1.2% | 1 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $8.2B | 19,830,588 | 1.1% | 1 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $8.1B | 19,281,939 | 1.1% | 1 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $8.0B | 6,966,392 | 1.1% | 1 |
| SCHWAB STRATEGIC TR | [FNDF](https://holderbook.com/stocks/FNDF/) | $7.4B | 141,104,114 | 1.0% | 1 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $7.2B | 6,001,955 | 1.0% | 1 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $7.1B | 20,261,850 | 1.0% | 1 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $7.0B | 54,365,289 | 0.9% | 1 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $7.0B | 12,016,903 | 0.9% | 1 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $6.9B | 47,243,680 | 0.9% | 1 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $6.6B | 80,822,520 | 0.9% | 1 |
| SCHWAB STRATEGIC TR | [SCHR](https://holderbook.com/stocks/SCHR/) | $6.5B | 263,437,179 | 0.9% | 1 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $6.3B | 21,171,749 | 0.8% | 1 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $6.3B | 19,187,267 | 0.8% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $6.3B | 37,714,808 | 0.8% | 1 |
| SCHWAB STRATEGIC TR | [SMBS](https://holderbook.com/stocks/SMBS/) | $6.2B | 244,513,787 | 0.8% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $5.8B | 11,570,593 | 0.8% | 1 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $5.4B | 15,034,038 | 0.7% | 1 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $5.4B | 59,674,507 | 0.7% | 1 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $5.4B | 127,774,822 | 0.7% | 1 |
| SCHWAB STRATEGIC TR | [FNDA](https://holderbook.com/stocks/FNDA/) | $5.2B | 137,214,468 | 0.7% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $5.0B | 14,503,812 | 0.7% | 1 |
| SCHWAB STRATEGIC TR | [FNDE](https://holderbook.com/stocks/FNDE/) | $4.9B | 124,010,383 | 0.7% | 1 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $4.9B | 36,096,064 | 0.7% | 1 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $4.9B | 19,126,165 | 0.6% | 1 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $4.6B | 33,298,214 | 0.6% | 1 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $4.5B | 33,157,859 | 0.6% | 1 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $4.3B | 41,476,189 | 0.6% | 1 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $4.3B | 59,122,097 | 0.6% | 1 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $4.1B | 121,984,901 | 0.5% | 1 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $4.1B | 22,310,326 | 0.5% | 1 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $4.0B | 7,806,000 | 0.5% | 1 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $4.0B | 1,741,577 | 0.5% | 1 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $3.9B | 67,595,177 | 0.5% | 1 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $3.9B | 32,839,926 | 0.5% | 1 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $3.6B | 4,969,702 | 0.5% | 1 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $3.5B | 3,322,782 | 0.5% | 1 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $3.5B | 30,500,618 | 0.5% | 1 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $3.4B | 3,631,675 | 0.5% | 1 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $3.3B | 7,698,872 | 0.4% | 1 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $3.3B | 6,408,865 | 0.4% | 1 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $3.3B | 133,095,082 | 0.4% | 1 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $3.3B | 12,914,230 | 0.4% | 1 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $3.1B | 10,416,170 | 0.4% | 1 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $3.1B | 8,246,250 | 0.4% | 1 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $2.9B | 12,729,777 | 0.4% | 1 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $2.8B | 23,500,355 | 0.4% | 1 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $2.7B | 21,574,383 | 0.4% | 1 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $2.7B | 24,698,297 | 0.4% | 1 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $2.5B | 43,967,038 | 0.3% | 1 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $2.5B | 2,114,132 | 0.3% | 1 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $2.5B | 13,649,748 | 0.3% | 1 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.4B | 33,723,951 | 0.3% | 1 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $2.3B | 17,635,817 | 0.3% | 1 |
| SLB LIMITED | [SLB](https://holderbook.com/stocks/SLB/) | $2.2B | 48,266,346 | 0.3% | 1 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $2.2B | 6,382,853 | 0.3% | 1 |
| WELLTOWER INC | [WELL](https://holderbook.com/stocks/WELL/) | $2.1B | 9,394,281 | 0.3% | 1 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $2.1B | 4,079,179 | 0.3% | 1 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $2.1B | 9,956,067 | 0.3% | 1 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $2.1B | 17,699,013 | 0.3% | 1 |
| FASTENAL CO | [FAST](https://holderbook.com/stocks/FAST/) | $2.1B | 42,893,434 | 0.3% | 1 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $2.0B | 15,448,336 | 0.3% | 1 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $2.0B | 10,579,505 | 0.3% | 1 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $2.0B | 7,132,137 | 0.3% | 1 |
| SCHWAB STRATEGIC TR | [SCMB](https://holderbook.com/stocks/SCMB/) | $1.9B | 74,885,347 | 0.3% | 1 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $1.9B | 1,896,345 | 0.3% | 1 |
| FORD MTR CO | [F](https://holderbook.com/stocks/F/) | $1.9B | 137,028,761 | 0.3% | 1 |
| ONEOK INC NEW | [OKE](https://holderbook.com/stocks/OKE/) | $1.8B | 20,373,418 | 0.2% | 1 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $1.7B | 20,931,340 | 0.2% | 1 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $1.7B | 12,189,179 | 0.2% | 1 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $1.7B | 12,569,593 | 0.2% | 1 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $1.7B | 6,201,372 | 0.2% | 1 |
| FIFTH THIRD BANCORP | [FITB](https://holderbook.com/stocks/FITB/) | $1.7B | 29,371,774 | 0.2% | 1 |
| DEVON ENERGY CORP NEW | [DVN](https://holderbook.com/stocks/DVN/) | $1.6B | 38,323,956 | 0.2% | 1 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $1.6B | 3,114,527 | 0.2% | 1 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $1.6B | 5,225,664 | 0.2% | 1 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.5B | 10,531,224 | 0.2% | 1 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $1.5B | 17,373,471 | 0.2% | 1 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $1.5B | 1,993,202 | 0.2% | 1 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $1.4B | 1,441,744 | 0.2% | 1 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $1.4B | 14,605,106 | 0.2% | 1 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $1.4B | 8,233,091 | 0.2% | 1 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $1.4B | 13,259,314 | 0.2% | 1 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $1.4B | 2,132,395 | 0.2% | 1 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $1.3B | 1,378,163 | 0.2% | 1 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $1.3B | 7,417,757 | 0.2% | 1 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $1.3B | 3,888,106 | 0.2% | 1 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $1.3B | 7,441,815 | 0.2% | 1 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $1.3B | 1,352,030 | 0.2% | 1 |
| EQUINIX INC | [EQIX](https://holderbook.com/stocks/EQIX/) | $1.3B | 1,243,842 | 0.2% | 1 |
| SCHWAB STRATEGIC TR | [SCCR](https://holderbook.com/stocks/SCCR/) | $1.3B | 50,187,984 | 0.2% | 1 |
| ARCHER DANIELS MIDLAND CO | [ADM](https://holderbook.com/stocks/ADM/) | $1.3B | 16,617,425 | 0.2% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +1.0% | +14.8% | -13.8% | 100% |
| Q1 2026 | -19.2% | -4.6% | -14.6% | 100% |
| Q4 2025 | -5.6% | +2.4% | -7.9% | 100% |
| Q3 2025 | +11.7% | +7.8% | +3.8% | 81% |
| Q2 2025 | -4.0% | +10.5% | -14.5% | 100% |
| Q1 2025 | -4.9% | -4.6% | -0.4% | 100% |
| Q4 2024 | +0.3% | +2.1% | -1.9% | 100% |
| Q3 2024 | +6.3% | +5.4% | +0.9% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $751.9B | 3,440 |
| Q1 2026 | $710.7M | 7 |
| Q4 2025 | $973.6M | 7 |
| Q3 2025 | $1.2B | 7 |
| Q2 2025 | $1.3B | 8 |
| Q1 2025 | $763.1M | 20 |
| Q4 2024 | $777.3M | 19 |
| Q3 2024 | $742.0M | 16 |
| Q2 2024 | $740.8M | 15 |
| Q1 2024 | $873.0M | 16 |
| Q4 2023 | $1.0B | 19 |
| Q3 2023 | $835.9M | 18 |