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Warburg Pincus LLC
Jeffrey Perlman · Private Equity · Growth
Warburg Pincus LLC is a premier global private equity firm specializing in growth investing. Founded in 1966 and headquartered in New York, the firm has established itself as a pioneer in identifying and nurturing high-growth companies across diverse sectors, including technology, healthcare, energy, financial services, and real estate. With over $100 billion in assets under management, Warburg Pincus operates as a global partnership with a presence in 14 offices across 10 countries. The firm follows a thesis-driven approach, leveraging deep domain expertise and a collaborative global model to build sustainable businesses and drive long-term value for its investors and portfolio management teams. Over its history, the firm has invested more than $117 billion in over 1,000 companies globally.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -0.4% |
| YTD return | -13.6% |
| Sharpe ratio | 3.55 |
| Win rate | 50% |
| AUM | $0.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.warburgpincus.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| OCFC | OceanFirst Financial Corp | 100.0% | -6.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | BANC | 21.6% → 0.0% |
| Aug 31, 2026 | BUY | OCFC | 78.4% → 100.0% |
| Aug 24, 2026 | SELL | BANC | 60.8% → 21.6% |
| Aug 24, 2026 | BUY | OCFC | 39.2% → 78.4% |
| Jul 6, 2026 | BUY | BANC | 50.5% → 60.8% |
Investment Style Analysis
Warburg Pincus LLC is widely recognized for employing a Growth strategy. As of Sep 21, 2026, the firm oversees approximately $0.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Banks - Regional sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Warburg Pincus LLC made a significant move by reducing the position in BANC. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Warburg Pincus employs a thesis-driven, growth-oriented investment philosophy that emphasizes long-term value creation over short-term gains. The firm combines deep sector-specific intellectual capital with financial strength to accelerate the development of portfolio companies across all stages, from early-stage growth to buyouts. Its approach is characterized by a "one firm" model, where a global network of investment professionals collaborates seamlessly across geographies and industry verticals to provide strategic support and operational expertise. By aligning interests with management teams and focusing on sustainable business models, Warburg Pincus aims to build world-class enterprises that can thrive across market cycles and deliver consistent returns for its limited partners.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Warburg Pincus LLC.
Similar Investment Style
Based on Growth.
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Frequently asked questions
How is the simulated portfolio for Warburg Pincus LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Warburg Pincus LLC's largest holding?
As of the latest filing, Warburg Pincus LLC's top position is OceanFirst Financial Corp (OCFC), representing 100.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Warburg Pincus LLC's historical performance and risk profile?
Our simulation indicates a total return of -0.4% with a win rate of 50%. Notably, the portfolio maintains a Sharpe Ratio of 3.55, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Warburg Pincus LLC primarily invest in?
Warburg Pincus LLC has a strong preference for the Banks - Regional sector, which makes up 100.0% of their disclosed assets. The portfolio also has exposure to other industries, indicating a specific thematic focus.
Is Warburg Pincus LLC's portfolio concentrated or diversified?
Warburg Pincus LLC runs a highly concentrated portfolio with 1 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Warburg Pincus LLC performed in 2026?
Our AI-simulated model portfolio for Warburg Pincus LLC tracks a Year-to-Date (YTD) return of -13.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jeffrey Perlman manage Warburg Pincus LLC directly?
Yes, Jeffrey Perlman serves as the key portfolio manager for Warburg Pincus LLC, overseeing the investment strategy and final capital allocation decisions.