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What smart money is saying about TKO Group Holdings, Inc.United States flag

TKO · Communication Services · Entertainment · Market cap $14.79B

3 funds in our archive have pitched TKO Group Holdings, Inc. — most recently The Davenport Funds in March 2026.

Company profile

TKO Group Holdings, Inc. stands as a significant enterprise within the sports and entertainment industries. Its business activities are primarily organized into four core divisions: Media and Content, Live Events, Sponsorships, and Consumer Products Licensing. The company is responsible for creating a diverse range of content, including live spectacles, television programs, and both lengthy and concise video productions. This material is disseminated to audiences in approximately 170 countries through various channels such as traditional broadcast, subscription-based television, streaming services, and numerous digital and social media platforms. Furthermore, TKO leverages its brands through the merchandising of a wide array of goods, including video games, clothing, equipment, collectible trading cards, memorabilia, digital assets, and toys. It also facilitates sales of exclusive travel packages and event admission. A key component of its revenue generation involves securing corporate sponsorships and handling advertising sales, which covers in-venue and broadcast ad placements, integrated product advertising within content, and digital advertising impressions. TKO Group Holdings, Inc. is headquartered in New York, New York, and operates as a subsidiary of Endeavor Group Holdings, Inc.

Fund coverage · 3 theses

  • The Davenport Funds
    March 2026

    TKO Group Holdings is a premium combat sports entertainment company with contractual revenue, strong cash generation, and attractive valuation.

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  • Munro Global Growth Small & Mid Cap Fund
    December 2025

    TKO Group Holdings, Inc. is a vertically integrated sports entertainment leader combining UFC and WWE with year-round content, rising media rights, industry-leading margins, solid FCF growth, and an attractive valuation.

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  • Munro Global Growth Small Mid Cap Fund
    September 2025

    TKO Group Holdings is a vertically integrated sports entertainment leader uniting UFC and WWE, driving high-margin growth through always-on content and expanding media rights deals.

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