What smart money is saying about TPG Inc.
3 funds in our archive have pitched TPG Inc. — most recently Vulcan Value Partners Quarterly Fund in June 2026.
TPG Inc. operates globally as a specialized manager of alternative investments. The firm delivers a suite of services, including investment management for diverse pooled vehicles such as unconsolidated funds and collateralized loan obligations. Additionally, TPG provides comprehensive oversight and strategic advisory services to its portfolio companies, encompassing capital structuring, facilitating debt and equity arrangements, and general consultation. It also assists with underwriting and placing securities. TPG allocates capital across various asset classes, with significant investments in private equity funds, real estate funds, credit funds, and funds of hedge funds. Established in 1992, TPG Inc. maintains its headquarters in Fort Worth, Texas, and functions as a subsidiary of TPG GP A, LLC.
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Position history
Between Q1 2025 and Q2 2026, 5 fund letters reported a position in TPG Inc. — 2 opened or added to the position, 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 2 | 0 | 1 |
| Q1 2026 | 3 | 0 | 2 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 5 positions · 4 moves
- New positionVulcan Value Partners Investment StrategiesJune 2026
“We purchased two positions during the quarter: Badger Meter Inc. and TPG Inc.”
TPG Inc. - New positionVulcan Value Partners Quarterly FundJune 2026
“We purchased two positions during the quarter: Badger Meter Inc. and TPG Inc.”
TPG Inc. - March 2026
“We have scaled back the position size.”
TPG Inc. - March 2026
“Alternative asset manager TPG Inc. retreated by -36%, along with other alternative asset managers, primarily due to a sharp, sector-wide rotation out of the sector, driven by investor fears over software exposure and AI disruption. While no limited partners have stepped back to date, management indicated that fundraising may slow and monetization could be delayed. We decided to liquidate the position.”
TPG Inc. - March 2026
“There were five material detractors to performance: TPG Inc., Salesforce, Inc., Ibstock Plc, Ryan Specialty Holdings, Inc., Premium Brands Holdings Corporation.”
TPG Inc.
Also mentioned · 2
These funds discuss TPG Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedTimesSquare U.S. Mid Cap GrowthJune 2026
“TPG Inc. is an alternative asset manager investing in private equity, real estate, hedge funds, and credit funds.”
TPG Inc. - March 2026
“We sold our position in Hologic (HOLX) as it approached the closure of its acquisition by Blackstone and TPG Inc.”
TPG Inc.
Fund coverage · 3 theses
- Vulcan Value Partners Quarterly FundJune 2026
TPG is an alternative asset manager with strong AUM and fee-related earnings growth, disciplined capital allocation, and a track record in software investing.
Read the full thesis TPG Inc. is an alternative asset manager with software exposure that the managers believe is intelligently allocated and still positioned for growth.
Read the full thesis- Vulcan VPMarch 2025
TPG is a reputable alternative asset manager poised for growth in a thriving industry, benefiting from strong fundraising capabilities and a commitment to returning capital to investors.
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