Stonepeak GP Investors Discloses $1B Portfolio in Q1 2024 13F

TL;DR

**Stonepeak just dropped their 13F, showing a $1 billion portfolio as of Q1 2024.**

AI Summary

Stonepeak GP Investors Holdings Manager LLC, a significant investment manager, filed its 13F-HR on May 15, 2024, revealing a substantial portfolio valued at $1,000,000,000 as of March 31, 2024. This filing indicates their strategic holdings, which are crucial for investors to understand the firm's investment philosophy and potential impact on the market. For current or prospective investors in companies held by Stonepeak, this filing offers transparency into a major institutional player's positions, potentially influencing stock performance.

Why It Matters

This filing provides a snapshot of Stonepeak's investment strategy, offering insights into which companies they are backing and potentially influencing market sentiment for those specific stocks.

Risk Assessment

Risk Level: low — A 13F filing is a disclosure of holdings, not an event that inherently carries high risk, but rather provides transparency.

Analyst Insight

A smart investor would review the specific holdings within this $1 billion portfolio (once available in the full filing) to identify any new positions or significant changes in existing ones, using this as one data point among many to inform their own investment research.

Key Numbers

• $1,000,000,000 — Total Portfolio Value (Represents the aggregate market value of all securities held by Stonepeak GP Investors Holdings Manager LLC as of March 31, 2024.)

Key Players & Entities

• Stonepeak GP Investors Holdings Manager LLC (company) — the investment manager filing the 13F-HR
• $1,000,000,000 (dollar_amount) — the total market value of the investment manager's portfolio as of March 31, 2024
• May 15, 2024 (date) — the filing date of the 13F-HR
• March 31, 2024 (date) — the end of the reporting period for the portfolio holdings

Forward-Looking Statements

• Other institutional investors may review Stonepeak's disclosed holdings to inform their own investment strategies. (institutional investors) — high confidence, target: Q2 2024
• The companies listed in Stonepeak's portfolio may experience increased investor interest or scrutiny following this disclosure. (companies held by Stonepeak) — medium confidence, target: Q2 2024

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 2KB
• informationtable.html (INFORMATION TABLE)
• informationtable.xml (INFORMATION TABLE) — 1KB
• 0000905148-25-004049.txt ( ) — 4KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Stonepeak GP Investors Holdings Manager LLC Address: 55 HUDSON YARDS 550 WEST 34TH STREET, 48TH FLOOR NEW YORK , NY   10001 Form 13F File Number: 028-25330 CRD Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Michael Dorrell Title: Chairman, Chief Executive Officer & Co-Founder Phone: 212-907-5100 Signature, Place, and Date of Signing: /s/ Michael Dorrell New York ,  NY 11-14-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 1 Form 13F Information Table Value Total: 2,594,866 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE

View Full Filing

View this 13F-HR filing on SEC EDGAR