What the top US consumer PE firms actually own in tech
A firm-by-firm map of every consumer-tech and tech-enabled holding across the largest US consumer-focused private equity portfolios — connected fitness, marketplaces, DTC platforms, digital health, consumer fintech, gaming and EdTech — built to surface whitespace and patterns worth building into.
The pattern that jumps out: the biggest, most "consumer" firms split into two camps. The tech-native ones (L Catterton, Stripes, General Atlantic, KKR) are stacked with connected fitness, marketplaces and digital-health bets — while the two largest by AUM, Roark ($40B) and Sycamore ($30B), own almost no consumer-tech at all — they buy franchises and brick-and-mortar retail. Read that as a live disagreement about where durable consumer moats are: software and data, vs. real-world distribution and unit economics. The densest idea-veins below are digital health, commerce-enablement tooling, and vertical marketplaces — where the same theses recur across five+ firms.
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This page renders from JavaScript, so scraping the HTML won't give you the dataset. For analysis, pull the structured exports below — each carries every holding shown here, plus firm and category joins.
The JSON is self-describing — field definitions, counts, and caveats live in its meta block. Both endpoints send Access-Control-Allow-Origin: *, so a browser tool can fetch them directly.