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Grafton Street Partners Fund, LP

CIK:0001921789
Hedge Fund
$158M AUM
12 holdings
North Palm Beach, FL, United States
Founded:2022
10 employees
Latest filing:Jun 30, 2025

Grafton Street Partners Fund, LP is an equity-focused public and private evergreen investment fund based in North Palm Beach, Florida. Founded in 2022, the firm employs a value-additive partnership approach and perpetual capital mindset to invest across business life cycles. The team brings expertise in investment management, private and public equities, consulting, banking, and operations, serving founders, operators, and fund managers. Grafton Street Partners is supported by a network of experienced operators and backed by entrepreneurial families and executives.

Investment Strategy

Grafton Street Partners employs an equity-focused investment strategy, targeting both public and private companies and managers with proven records. The firm operates with a perpetual capital structure, aiming to support founders and businesses throughout their growth stages. Investments are selected for their capacity to generate long-term value creation, and the firm actively partners with its portfolio to drive impact. Grafton Street Partners leverages extensive networks of operators and industry experts to maximize value and facilitate critical growth connections.

Top Buys
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
+$9.4M
M
MSFTMICROSOFT CORP
+$7.6M
T
TEAMATLASSIAN CORPORATION
+$7.0M
G
GOOGLALPHABET INC
+$4.3M
T
TPGTPG INC
+$2.7M
Top Sells
T
TEAMATLASSIAN CORPORATION
+$7.0M
G
GOOGLALPHABET INC
+$4.3M
T
TPGTPG INC
+$2.7M
P
PDDPDD HOLDINGS INC
-$2.4M
W
WDAYWORKDAY INC
+$2.1M

Top Holdings

M
MSFTMICROSOFT CORP
+15.7%$24.8M
G
GOOGLALPHABET INC
+13.9%$22.1M
T
TPGTPG INC
+13.8%$21.8M
T
TEAMATLASSIAN CORPORATION
+12.7%$20.1M
W
WDAYWORKDAY INC
+11.8%$18.7M

Equity Positions (12)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP15.66%$24.8M49,872$385.51$497.41+$7.6M
G
GOOGL
ALPHABET INC13.93%$22.1M125,228$147.42$176.23+$4.3M
T
TPG
TPG INC13.77%$21.8M415,740$44.86$52.45+$2.7M
T
TEAM
ATLASSIAN CORPORATION12.72%$20.1M99,193$203.65$203.09+$7.0M
W
WDAY
WORKDAY INC11.81%$18.7M77,910$253.24$240.00+$2.1M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+28.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+13.9%
INVESTMENT ADVICE
+13.8%
SERVICES-BUSINESS SERVICES, NEC
+12.7%
SERVICES-COMPUTER PROCESSING & DATA PREPARATION
+11.8%