TA Associates

Latest statistics and disclosures from Ta Associates's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are ZI, LZ, and represent 100.00% of Ta Associates's stock portfolio.
  • Reduced shares in these 2 stocks: ZI (-$600M), LZ (-$42M).
  • Ta Associates was a net seller of stock by $-642M.
  • Ta Associates has $2.8B in assets under management (AUM), dropping by -24.08%.
  • Central Index Key (CIK): 0001034569

Tip: Access up to 7 years of quarterly data

Positions held by TA Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Ta Associates

Companies in the Ta Associates portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
ZoomInfo Technologies Common (ZI) 97.9 $2.7B -17% 46M 59.74
LegalZoom.com Common (LZ) 2.1 $60M -41% 4.2M 14.14

Past Filings by Ta Associates

SEC 13F filings are viewable for Ta Associates going back to 2010

View all past filings