Fund HoldingsSixth Street Partners Management Company, L.P.

Total Portfolio Value
$751.49B
Total Bought
$750.87B
Total Sold
$151.33M
Net Transaction
+$750.72B
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
NVIDIA CORPORATION(NVDA)0160,214,733+160,214,733032,057,3664.27%+32,057,366
APPLE INC(AAPL)0101,374,121+101,374,121029,333,6163.90%+29,333,616
MICROSOFT CORP(MSFT)052,298,999+52,298,999019,507,9612.60%+19,507,961
AMAZON COM INC(AMZN)066,029,318+66,029,318015,737,4282.09%+15,737,428
ALPHABET INC(GOOG)040,980,558+40,980,558014,645,2221.95%+14,645,222
BROADCOM INC(AVGO)033,404,003+33,404,003012,617,6061.68%+12,617,606
SCHWAB STRATEGIC TR0374,969,727+374,969,727011,661,5591.55%+11,661,559
ALPHABET INC(GOOG)032,618,930+32,618,930011,525,2471.53%+11,525,247
META PLATFORMS INC(META)015,438,261+15,438,26108,696,2231.16%+8,696,223
UNITEDHEALTH GROUP INC(UNH)019,830,588+19,830,58808,242,7781.10%+8,242,778
TESLA INC(TSLA)019,281,939+19,281,93908,109,9841.08%+8,109,984
MICRON TECHNOLOGY INC(MU)06,966,392+6,966,39208,041,2371.07%+8,041,237
SCHWAB STRATEGIC TR0141,104,114+141,104,11407,444,6530.99%+7,444,653
ELI LILLY & CO(LLY)06,001,955+6,001,95507,198,9250.96%+7,198,925
HOME DEPOT INC(HD)020,261,850+20,261,85007,145,6730.95%+7,145,673
MERCK & CO INC(MRK)054,365,289+54,365,28906,985,9410.93%+6,985,941
ADVANCED MICRO DEVICES INC(AMD)012,016,903+12,016,90306,980,7390.93%+6,980,739
PROCTER & GAMBLE CO(PG)047,243,680+47,243,68006,928,7830.92%+6,928,783
COCA COLA CO(KO)080,822,520+80,822,52006,569,4740.87%+6,569,474
SCHWAB STRATEGIC TR0263,437,179+263,437,17906,496,3610.86%+6,496,361
TEXAS INSTRS INC(TXN)021,171,749+21,171,74906,306,7390.84%+6,306,739
JPMORGAN CHASE & CO(JPM)019,187,267+19,187,26706,281,0820.84%+6,281,082
CHEVRON CORPORATION(CVX)037,714,808+37,714,80806,252,3780.83%+6,252,378
SCHWAB STRATEGIC TR0244,513,787+244,513,78706,215,5400.83%+6,215,540
BERKSHIRE HATHAWAY INC DEL011,570,593+11,570,59305,789,8090.77%+5,789,809
AMGEN INC(AMGN)015,034,038+15,034,03805,444,1260.72%+5,444,126
ABBOTT LABORATORIES059,674,507+59,674,50705,414,8660.72%+5,414,866
VERIZON COMMUNICATIONS INC(VZ)0127,774,822+127,774,82205,412,1960.72%+5,412,196
SCHWAB STRATEGIC TR0137,214,468+137,214,46805,222,3830.69%+5,222,383
VISA INC(V)014,503,812+14,503,81204,976,1150.66%+4,976,115
SCHWAB STRATEGIC TR0124,010,383+124,010,38304,920,7320.65%+4,920,732
PEPSICO INC(PEP)036,096,064+36,096,06404,887,5090.65%+4,887,509
JOHNSON & JOHNSON(JNJ)019,126,165+19,126,16504,860,0120.65%+4,860,012
INTEL CORP(INTC)033,298,214+33,298,21404,649,4300.62%+4,649,430
EXXON MOBIL CORP033,157,859+33,157,85904,533,6220.60%+4,533,622
CONOCOPHILLIPS(COP)041,476,189+41,476,18904,311,9150.57%+4,311,915
ALTRIA GROUP INC(MO)059,122,097+59,122,09704,254,1160.57%+4,254,116
SCHWAB STRATEGIC TR0121,984,901+121,984,90104,127,9690.55%+4,127,969
QUALCOMM INC(QCOM)022,310,326+22,310,32604,122,7250.55%+4,122,725
LOCKHEED MARTIN CORP(LMT)07,806,000+7,806,00003,976,0640.53%+3,976,064
SANDISK CORP(SNDK)01,741,577+1,741,57703,959,8760.53%+3,959,876
BRISTOL-MYERS SQUIBB CO(BMY)067,595,177+67,595,17703,894,8340.52%+3,894,834
CISCO SYS INC(CSCO)032,839,926+32,839,92603,857,6000.51%+3,857,600
APPLIED MATLS INC04,969,702+4,969,70203,593,0950.48%+3,593,095
CATERPILLAR INC(CAT)03,322,782+3,322,78203,534,6370.47%+3,534,637
WALMART INC(WMT)030,500,618+30,500,61803,454,6280.46%+3,454,628
COSTCO WHOLESALE CORPORATION(COST)03,631,675+3,631,67503,397,3230.45%+3,397,323
LAM RESEARCH CORP(LRCX)07,698,872+7,698,87203,336,1520.44%+3,336,152
MASTERCARD INCORPORATED(MA)06,408,865+6,408,86503,291,5930.44%+3,291,593
COMCAST CORP NEW(CCZ)0133,095,082+133,095,08203,266,8800.43%+3,266,880
ABBVIE INC(ABBV)012,914,230+12,914,23003,250,5100.43%+3,250,510
KLA CORP(KLAC)010,416,170+10,416,17003,142,6630.42%+3,142,663
GE AEROSPACE(GE)08,246,250+8,246,25003,081,8710.41%+3,081,871
AUTOMATIC DATA PROCESSING IN012,729,777+12,729,77702,851,0130.38%+2,851,013
BLACKSTONE INC(BX)023,500,355+23,500,35502,765,2870.37%+2,765,287
ACCENTURE PLC IRELAND
SHS CLASS A
021,574,383+21,574,38302,684,7740.36%+2,684,774
UNITED PARCEL SVCS INC(UPS)024,698,297+24,698,29702,655,0670.35%+2,655,067
BANK OF AMER CORP043,967,038+43,967,03802,505,2420.33%+2,505,242
GE VERNOVA INC(GEV)02,114,132+2,114,13202,483,8090.33%+2,483,809
PHILIP MORRIS INTL INC(PM)013,649,748+13,649,74802,470,6870.33%+2,470,687
NETFLIX INC.(NFLX)033,723,951+33,723,95102,407,8900.32%+2,407,890
EOG RES INC(EOG)017,635,817+17,635,81702,287,8950.30%+2,287,895
SLB LIMITED(SLB)048,266,346+48,266,34602,243,9960.30%+2,243,996
PALO ALTO NETWORKS INC(PANW)06,382,853+6,382,85302,176,6810.29%+2,176,681
WELLTOWER INC(WELL)09,394,281+9,394,28102,132,2200.28%+2,132,220
LINDE PLC(LIN)04,079,179+4,079,17902,116,8540.28%+2,116,854
MORGAN STANLEY(MS)09,956,067+9,956,06702,081,2160.28%+2,081,216
PALANTIR TECHNOLOGIES INC(PLTR)017,699,013+17,699,01302,064,9440.27%+2,064,944
FASTENAL CO(FAST)042,893,434+42,893,43402,060,1720.27%+2,060,172
TARGET CORP(TGT)015,448,336+15,448,33602,017,7070.27%+2,017,707
RTX CORPORATION(RTX)010,579,505+10,579,50502,007,2510.27%+2,007,251
INTERNATIONAL BUSINESS MACHS(IBM)07,132,137+7,132,13702,005,6310.27%+2,005,631
SCHWAB STRATEGIC TR074,885,347+74,885,34701,933,5400.26%+1,933,540
GOLDMAN SACHS GROUP INC(GS)01,896,345+1,896,34501,917,9060.26%+1,917,906
FORD MTR CO(F)0137,028,761+137,028,76101,904,7000.25%+1,904,700
ONEOK INC NEW(OKE)020,373,418+20,373,41801,771,2650.24%+1,771,265
WELLS FARGO & CO(WFC)020,931,340+20,931,34001,729,7660.23%+1,729,766
CITIGROUP INC(C)012,189,179+12,189,17901,705,9970.23%+1,705,997
PROLOGIS INC.(PLD)012,569,593+12,569,59301,702,8030.23%+1,702,803
MCDONALDS CORP(MCD)06,201,372+6,201,37201,675,7480.22%+1,675,748
FIFTH THIRD BANCORP(FITB)029,371,774+29,371,77401,655,6870.22%+1,655,687
DEVON ENERGY CORP NEW(DVN)038,323,956+38,323,95601,583,5460.21%+1,583,546
THERMO FISHER SCIENTIFIC INC(TMO)03,114,527+3,114,52701,561,4990.21%+1,561,499
MARVELL TECHNOLOGY INC(MRVL)05,225,664+5,225,66401,556,6730.21%+1,556,673
ORACLE CORP(ORCL)010,531,224+10,531,22401,543,3510.21%+1,543,351
NEXTERA ENERGY INC(NEE)017,373,471+17,373,47101,525,3450.20%+1,525,345
CROWDSTRIKE HLDGS INC(CRWD)01,993,202+1,993,20201,521,0920.20%+1,521,092
PARKER-HANNIFIN CORP(PH)01,441,744+1,441,74401,410,2080.19%+1,410,208
DISNEY WALT CO(DIS)014,605,106+14,605,10601,405,7410.19%+1,405,741
ARISTA NETWORKS INC(ANET)08,233,091+8,233,09101,398,6370.19%+1,398,637
CVS HEALTH CORP(CVS)013,259,314+13,259,31401,371,6770.18%+1,371,677
WESTERN DIGITAL CORP(WDC)02,132,395+2,132,39501,362,0030.18%+1,362,003
BLACKROCK INC(BLK)01,378,163+1,378,16301,325,1950.18%+1,325,195
BOOKING HOLDINGS INC(BKNG)07,417,757+7,417,75701,322,1430.18%+1,322,143
AMERICAN EXPRESS CO(AXP)03,888,106+3,888,10601,315,1550.18%+1,315,155
AMPHENOL CORP07,441,815+7,441,81501,312,1410.17%+1,312,141
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
01,352,030+1,352,03001,304,7090.17%+1,304,709
EQUINIX INC(EQIX)01,243,842+1,243,84201,296,5680.17%+1,296,568
SCHWAB STRATEGIC TR050,187,984+50,187,98401,284,3110.17%+1,284,311
ARCHER DANIELS MIDLAND CO016,617,425+16,617,42501,269,5710.17%+1,269,571
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Sixth Street Partners Management Company, L.P. — 13F Holdings — Q2 2026 | TickerTrail