Early Access — free while we kick the tires
EdgarHawk

General Atlantic (ALN HLTH), L.P.

Director

Director 10% Owner
4 filings analyzed · 1 company · Latest 2025-12-12

Companies

Company Buys Sells Direction
Alignment Healthcare, Inc. ALHC 0 4 Net selling

Activity

December 2025
high
Sell
11,119,494 shares
$206,489,004
Significance 7/10

General Atlantic sells 11,119,494 ALHC shares at $18.57; holdings cut -45.2% to 13.48M shares post-transaction

General Atlantic (ALN HLTH), L.P., a 10% owner, divested 11,119,494 shares of Alignment Healthcare on 2025-12-12 at $18.57, reducing its stake by -45.2% from 24.60M to 13.48M shares and raising $206.5M in proceeds. This represents a substantial reduction in a major shareholder's position. At ALHC specifically, General Atlantic's prior two measurable sales (2025-09-12 and 2025-09-17) showed mixed timing outcomes at the 90-day horizon, with one well-timed sale (30d +8.1%, 90d +21.2%) and one poorly timed (30d -5.8%, 90d -1.5%), though the cross-ticker track record showed a 50% well-timed sell rate historically. ALHC trades at $19.36 today (just -2.1% from its 52-week high) after rallying +16.6% in 30 days and +20.7% in 90 days, suggesting a near-peak exit. The company delivered +48.2% annual revenue growth and $993.7M in latest-quarter revenue, but remains unprofitable on a full-year basis with only $3.7M net income in the latest quarter, leaving fundamentals mixed. The scale of this reduction—cutting holdings by nearly half—signals a material repositioning by the 10% investor.

September 2025
high
Sell
6,246,096 shares
$99,999,997
Significance 7/10

General Atlantic (ALN HLTH), L.P. sold 6,246,096 shares of ALHC at $16.01, reducing stake by 20.3% to 24.60M shares.

General Atlantic (ALN HLTH), L.P., a Director of Alignment Healthcare, divested 6,246,096 shares (6.25M shares) at $16.01 on 2025-09-17, reducing holdings by 20.3% and realizing approximately $100.0M in proceeds. This represents a substantial reduction in the filer's stake at a price 3.2% below the current market price of $16.54 and 19% below the 52-week high of $19.78. The filer's prior sell at this ticker on 2025-05-19 delivered a 90-day return of -1.5%, marking a well-timed exit before subsequent decline. Alignment Healthcare generated $1.0B in quarterly revenue with 48.2% annual growth, yet the company remains unprofitable on a full-year basis; the meaningful stake reduction warrants investor attention to whether the filer views current valuations as reflective of the company's profitability trajectory.

medium
Sell
13,460,000 shares
$215,494,600
Significance 6/10

Director General Atlantic LP sells 13,460,000 shares (30.4% of holding) at $16.01; stock up 9.9% in 30 days, down 16.4% from 52-week high

General Atlantic LP (Director) sold 13,460,000 shares for $215,494,600.00, reducing its stake from 44,302,175 shares to 30,842,175 shares. The trade price of $16.01 sits between recent strength (9.9% gain in 30 days) and longer-term pressure (16.4% below the 52-week high of $19.78). The seller's cross-ticker track record shows a 100.00% well-timed rate on prior sells (1 sale), with the prior ALHC sale on 2025-05-19 achieving -1.5% 90-day return, indicating the stock fell after the sale. The company is experiencing strong top-line growth (48.2% annual revenue growth to $1,015,288,000.00) but remains unprofitable on a full-year basis, with only $15,667,000.00 in latest-quarter net income. This exit of a significant institutional position while the stock is rebounding may reflect portfolio rebalancing decisions by the PE holder rather than a binary confidence signal.

May 2025
high
Sell
17,000,000 shares
$259,760,000
Significance 7/10

General Atlantic LP (Director) sold 17,000,000 shares of ALHC at $15.28 for $259.8M, reducing stake to 44.30M shares (-27.7%)

General Atlantic LP, a director of Alignment Healthcare, executed a substantial sale of 17,000,000 shares at $15.28, representing a 27.7% reduction in its post-transaction holdings from 61.30M to 44.30M shares. The sale occurred when the stock traded 22.5% below its 52-week high of $19.78 and is down 12.4% over the past 30 days, yet the company has posted strong annual revenue growth of 48.2% to $926.9M in the latest quarter. However, the company remains unprofitable with a net loss of $9.1M over its most recent full fiscal year, introducing profitability concerns despite topline momentum. The size and structure of this transaction—a major position reduction by a substantial shareholder—warrants investor attention to director sentiment and capital allocation decisions at a growth-stage company still operating at a loss.

Related insiders

Create a free account

Build watchlists, get email alerts on the tickers you follow, and read the full AI analysis on every insider filing.

Sign up — free during early access