GAP Coinvestments V, LLC

Director General Atlantic (Lft) LP acquired 1,304,347 shares at $23.00 in LFTO private placement for $29,999,981.00

General Atlantic (Lft), LP, a Director of Liftoff Mobile, purchased 1,304,347 shares at $23.00 on 2026-06-05 for a total value of $29,999,981.00. This transaction was a private placement allocation, not a discretionary open-market purchase, and therefore should not be interpreted as a buying signal driven by insider conviction. The acquisition increased the director's holdings from 24,011,299 shares to 25,315,646 shares, representing a net addition of 1,304,347 shares (+5.4% vs pre-transaction holdings). At the current price of $25.77 as of 2026-06-09, the transaction occurred within three trading days of the recent IPO listing, a period in which 52-week metrics are not yet meaningful for comparative analysis.

General Atlantic LP acquired 1,975,000 shares (1.98M) at $16.67 avg in 3 tranches for $32,929,750.00 (May 12-14); stock -47.5% from 52-week high, prior ALKT buys 0 of 5 well-timed at 90-day mark.

General Atlantic LP executed 3 separate open-market purchases totaling 1,975,000 shares for $32,929,750.00 over May 12–14, raising its stake in ALKT from 17,445,994 to 19,420,994 shares (+11.3%). The stock is currently at $16.62, down 47.5% from its 52-week high of $31.66, providing a price environment for accumulation. However, his prior trades at ALKT reveal a concerning pattern: all 5 prior buy transactions declined at the 90-day mark, with 0 of 5 well-timed outcomes at that horizon. Additionally, his cross-ticker buy history shows an average 90-day return of -6.1% with a 0.00% 90-day win rate across 12 prior buys, suggesting persistence of unfavorable timing outcomes independent of ticker. The company itself remains unprofitable (net income of $-14,804,000.00 in the latest quarter), though revenue growth stands at +32.9% year-over-year.

L.P. General Atlantic (Director) purchases 2,066,543 shares for $34,664,923.68 at blended avg $16.77 across 3 transactions (May 4-6, 2026).

L.P. General Atlantic acquired 2,066,543 shares (2.07M shares) for $34,664,923.68 ($34.7M) across 3 separate purchases on May 4-6, 2026, raising holdings from 15,379,451 to 17,445,994 shares (+13.4%). The blended transaction price of $16.77 sits just above the current price of $16.75, but notably stands 46.3% below the 52-week high of $31.19, placing the purchase in a period of significant valuation compression. The underlying company posted annualized revenue of $322,848,000.00 ($322.8M) with annual growth of +35.7%, yet remains unprofitable with a net income of $-36,211,000.00 ($-36.2M) over the most recent full fiscal year. Prior trades at ALKT show only buys (5 trades in recent months with 4 in March 2026) but no measurable outcomes yet. This accumulation—executed at compressed valuation in a high-growth but currently unprofitable business—merits investor attention to understand the strategic context and underlying operational metrics.

Director General Atlantic bought 500,000 shares at $18.33 amid cluster buying; stock down -43.5% from 52-week high

General Atlantic, L.P., a director holding 15.38M shares post-transaction, purchased 500,000 shares at $18.33 on 2026-03-12, representing a +3.4% increase to holdings. The purchase occurs as the stock trades 43.5% below its 52-week high of $31.19, with the current price at $17.61 (below the transaction price), and within a cluster of 2 other insider buys in the past 14 days. However, this director's own same-ticker history at ALKT shows 0 of 2 prior buys were well-timed at the 90-day mark (both prior purchases in August 2025 delivered negative 90-day returns), and cross-ticker track record shows a 0.00% 90-day win rate on 8 prior buys across all securities. The company remains unprofitable (net income $-14.8M on latest quarterly revenue of $113.0M) despite strong annual growth of +32.9%, warranting scrutiny of whether the purchase reflects conviction or a routine rebalancing within a large position.

General Atlantic purchased 2,846,015 shares at blended $17.77 across 3 days; now holds 14,879,451 shares; stock -40.5% from 52-week high.

General Atlantic, L.P. (Director) executed 3 separate purchases totaling 2,846,015 shares for $50,564,147.54 between March 9–11, 2026, at prices ranging from $17.35 to $18.41, increasing its stake by 23.7%. The accumulation occurs while the stock trades at $18.57, down 40.5% from its 52-week high of $31.19, though up 8.2% over the past 30 days. The company remains unprofitable (net income $-14,804,000.00 for the latest quarter) despite strong annual revenue growth of 32.9%, creating a mixed risk-reward backdrop. Notably, 2 other insiders also bought within the past 14 days, forming a cluster pattern; however, General Atlantic's own prior 5 buys at ALKT all posted negative 90-day returns (0 of 5 well-timed), suggesting past accumulations at this ticker have not been rewarded by subsequent share-price appreciation.

General Atlantic sells 11,119,494 (11.12M) ALHC shares at $18.57 for $206.5M, reducing stake to 13,476,585 (13.48M) shares (-45.2%).

A major institutional stakeholder divested nearly half its position at $18.57, realizing $206,489,003.58 in proceeds. The sale occurred near the 52-week high of $19.78, with the stock currently trading at $19.36 (+2.1% above transaction price). Within the same ticker, General Atlantic's 10 prior sells across all instruments averaged +2.5% 30-day and +4.1% 90-day returns, with a 44.44% well-timed rate; at ALHC specifically, the prior two measurable sales posted 30-day gains of +6.9% and +8.1%, though the 90-day outcome of the most recent trade (2025-09-17) remains unmeasurable. The company is growing revenue at +48.2% annually but remains unprofitable on a full-year basis ($3.7M net income on $993.7M quarterly revenue), creating divergence between growth trajectory and profitability that may factor in a partial exit by a long-term holder.

General Atlantic sold 6,246,096 ALHC shares at $16.01 on 2025-09-17; shares valued at $99,999,996.96; post-sale holdings 24,596,079 shares (-20.3%).

General Atlantic, L.P. executed a large equity sale totaling $99,999,996.96, reducing its stake by 20.3% to 24,596,079 shares. This represents a material reduction in ownership at a stock price that is -16.4% from the 52-week high of $19.78, though the stock is up 10.1% over the past 30 days and 18.5% over 90 days. Notably, this is the insider's second ALHC sale in one week (following a September 12 sale), suggesting an active liquidation pattern at this ticker. Across all prior ALHC trades, timing has been mixed: the May 2025 sale resulted in -1.5% returns over 90 days (well-timed), but sample size is minimal and one recent outcome remains unmeasurable. The company's fundamentals show strong revenue growth (+48.2% annually) and $1.0B in recent quarterly revenue, yet it remains unprofitable on a full-year basis, which may warrant scrutiny of the valuation relative to near-term profitability prospects.

General Atlantic sells 13,460,000 ALHC shares (30.4% of holdings) at $16.01 for $215.5M on 2025-09-12

General Atlantic, L.P., a director of Alignment Healthcare, liquidated 13,460,000 shares at $16.01 on 2025-09-12, reducing its stake by 30.4% to 30,842,175 shares. The sale proceeded at a price slightly below the current market rate ($16.54) and well below the 52-week high ($19.78), representing a 16.4% discount to peak valuation. Across General Atlantic's cross-ticker insider history, prior sells have averaged a 2.0% positive 90-day return with a 50.00% well-timed rate, but at ALHC specifically, the director's only prior sell (2025-05-19) proved well-timed with a 90-day decline of -1.5%, suggesting some pattern of exits ahead of weakness. The company remains unprofitable on a full-year basis despite strong revenue growth of +48.2% and a recent quarterly revenue of $1,015,288,000.00, creating a structural tension between expansion momentum and profitability that may have influenced this material portfolio reduction.

General Atlantic, L.P. (Director) purchased 1,396,162 shares for $29,688,381.60 across 5 transactions on 2025-08-11 through 2025-08-13.

General Atlantic, L.P. executed 5 separate purchases totaling 1,396,162 shares for $29,688,381.60, raising holdings from 10,637,274 shares to 12,033,436 shares (+13.1%) at a blended average price of $21.26. The purchases occurred as the stock traded near the lower end of its 52-week range ($20.12–$42.22), currently -46.5% from the 52-week high and down -22.0% over the past 30 days. ALKI is a growth-stage company with $112,059,000.00 in latest quarterly revenue, +26.1% annual growth, but reported negative net income of $-13,591,000.00 in the most recent period and was unprofitable over its most recent full fiscal year. At the insider's same-ticker history, 3 of 5 prior sales at ALKT were well-timed at the 90-day mark, suggesting selective execution discipline. The current purchase of $29.7M into a depressed-price window merits attention given the company's unprofitability and recent stock decline, but also reflects continued director-level commitment in a growth business.