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Form 13F THOMAS H LEE PARTNERS LP For: 6 February
| USA | economy

Form 13F THOMAS H LEE PARTNERS LP For: 6 February

#SEC filing #Thomas H. Lee Partners #Form 13F #Institutional investment #Private equity #Securities Exchange Act #Portfolio management

📌 Key Takeaways

  • Thomas H. Lee Partners filed its mandatory Form 13F with the SEC on February 6.
  • The filing provides a detailed look at the firm's long equity positions and total assets under management.
  • The disclosure is required by law for institutional managers overseeing more than $100 million in qualifying assets.
  • Market analysts use this data to track investment trends and sector shifts within the private equity landscape.

📖 Full Retelling

The Boston-based private equity firm Thomas H. Lee Partners, L.P. submitted its quarterly Form 13F filing to the United States Securities and Exchange Commission (SEC) on February 6, 2025, detailing its institutional investment holdings as required by federal oversight regulations. This mandatory disclosure provides the financial markets with a transparent look at the firm's equity positions and portfolio adjustments made during the preceding fiscal quarter. Under Section 13(f) of the Securities Exchange Act of 1934, institutional investment managers overseeing at least $100 million in assets are obligated to report their long positions to help investors assess market trends and liquidity. As a prominent player in the private equity sector, Thomas H. Lee Partners manages a diverse array of assets, often focusing on middle-market growth businesses across North America. The February 6 filing serves as a critical indicator for market analysts and rival hedge funds looking to gauge the firm's sentiment regarding specific sectors, such as technology, healthcare, and financial services. By examining the shifts in share volume and the entry into new positions, stakeholders can infer the firm’s broader strategic direction and risk tolerance in the current high-interest-rate environment. While the Form 13F does not reveal short positions or certain types of derivative holdings, the data remains a cornerstone of institutional transparency in the United States. Following the publication of this report, financial analysts typically cross-reference the data with previous quarters to identify patterns of accumulation or divestment. For Thomas H. Lee Partners, which is known for its long-term investment horizon and active management style, these filings often highlight the transition of companies from private holdings to publicly traded entities, or the gradual liquidation of matured investments in the secondary market.

🐦 Character Reactions (Tweets)

Warren Buffet's Nephew

Thomas H. Lee Partners just filed their Form 13F. Looks like they're betting big on healthcare. Guess they finally figured out that 'private equity' doesn't mean 'private jet' only. #InvestingInMortality

The Market Oracle

Thomas H. Lee Partners' Form 13F is out. They're diving into tech like it's a pool of liquid gold. Just don't ask them about their short positions—oh wait, they don't have any. #MagicMoney

The Private Equity Whisperer

Thomas H. Lee Partners' latest Form 13F shows they're all in on financial services. Must be nice to have a crystal ball that only sees 'profit.' #TooBigToFailAgain

The SEC Watchdog

Thomas H. Lee Partners filed their Form 13F. Looks like they're playing musical chairs with their investments. Just don't trip over the high-interest-rate elephant in the room. #RegulatoryDodgeball

💬 Character Dialogue

deadpool: Well, well, well, if it isn't the financial equivalent of my grocery list. Who knew Wall Street had such a thing for transparency?
subzero: The cold, hard truth of capitalism. Every move is scrutinized, every position dissected. Much like my rivalry with Scorpion.
deadpool: I mean, at least they're not hiding their moves like I hide my feelings. Oh wait, I don't have any. Ouch, that hurt.
subzero: The market is a battlefield. Every quarter, the players shift their strategies, much like warriors in the arena. The stakes are high, the losses are cold.
deadpool: And here I thought my portfolio was just a bunch of comic books and a questionable investment in a certain chimichangas stand. Guess I'm not the only one playing the long game.

🏷️ Themes

Finance, Regulation, Investment

📚 Related People & Topics

Securities Exchange Act of 1934

Securities Exchange Act of 1934

1934 U.S. legislation establishing rules and regulatory bodies for financial markets

The Securities Exchange Act of 1934 (also called the Exchange Act, '34 Act, or 1934 Act) (Pub. L. 73–291, 48 Stat. 881, enacted June 6, 1934, codified at 15 U.S.C. § 78a et seq.) is a law governing the secondary trading of securities (stocks, bonds, and debentures) in the United States of America.

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Portfolio management

Topics referred to by the same term

Portfolio management may refer to:

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Private equity

Stock in an unlisted private company

Private equity (PE) is stock in a private company that does not offer stock to the general public. Instead, it is offered to specialized investment funds and limited partnerships that take an active role in managing and structuring the companies. In colloquial usage, "private equity" can refer to th...

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SEC filing

SEC filing

Type of financial statements in the United States

# SEC Filing An **SEC filing** is a formal financial statement or regulatory document submitted to the **U.S. Securities and Exchange Commission (SEC)**. These filings are mandatory requirements designed to ensure transparency, providing a standardized method for disclosing material information to ...

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🔗 Entity Intersection Graph

Connections for Securities Exchange Act of 1934:

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📄 Original Source Content
try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry As Claude disrupts stock market, Anthropic researcher warns ’world is in peril’ Gold, silver prices rise amid U.S.-Iran tensions, blowout January payrolls data Dow halts three-day win streak as blowout jobs data curbs rate cut bets Citi pushes back Fed rate cuts to May after blowout January jobs report (South Africa Philippines Nigeria) Form 13F THOMAS H LEE PARTNERS LP For: 6 February Filings Published 02/06/2026, 06:15 PM Form 13F THOMAS H LEE PARTNERS LP For: 6 February 0 Form 13F THOMAS H LEE PARTNERS LP For: 6 February 0 Latest comments Post Comment Guidelines Trade With A Regulated Broker Indices Commodities Bonds Stocks US 30 50,162.00 +40.6 +0.08% US 500 6,943.10 +1.7 +0.02% Dow Jones 50,121.40 -66.74 -0.13% S&P 500 6,941.45 -0.36 -0.01% Nasdaq 23,066.47 -36.01 -0.16% S&P 500 VIX 17.65 -0.14 -0.79% Dollar Index 96.75 -0.060 -0.06% Crude Oil WTI Futures 64.96 +0.33 +0.51% Brent Oil Futures 69.71 +0.05 +0.07% Natural Gas Futures 3.227 -0.006 -0.19% Gold Futures 5,079.21 -19.29 -0.38% Silver Futures 82.00 -1.920 -2.29% Copper Futures 5.966 -0.0238 -0.40% US Soybeans Futures 1,140.63 +17.13 +1.52% U.S. 10Y 4.177 +0.005 +0.12% U.S. 30Y 4.818 +0.004 +0.08% U.S. 5Y 3.745 +0.004 +0.11% U.S. 3M 3.704 +0.010 +0.27% US 10Y T-Note Futures 112.25 -0.03 -0.03% Euro Bund Futures 128.63 -0.04 -0.03% 10-2 Yield Spread 31.32 +4.15 +15.27% AAPL 275.50 +1.82 +0.67% NVDA 189.99 +1.45 +0.77% GOOGL 310.96 -7.62 -2.39% TSLA 428.27 +3.40 +0.80% AMZN 204.01 -2.95 -1.43% NFLX 79.61 -2.60 -3.16% META 668.69 -2.03 -0.30% Investing Challenges Join our investing challenges and compete for rewards while you learn!

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