Comparable stake leader
Abu Dhabi Investment Authority
SEC ownership of Overland Advantage
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001965934.
Disclosed value leader
Exor N.V.
Comparable rows
7/9
Latest evidence
28 Jul 2026
- Parsed ownership sources
-
3/4/5, 13D/G, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Abu Dhabi Investment Authority
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
7 of 9
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Abu Dhabi Investment Authority
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
28 Jul 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001965934
- Issuer location
- New York, NY
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Overland Advantage (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Abu Dhabi Investment Auth...
Disclosed value leader
Exor N.V.
Comparable rows
7/9
Latest evidence
28 Jul 2026
3/4/5
13D/G
13F
Lead comparable stake: 56%
2 rows are not safely comparable across share classes.
13D/G row: Abu Dhabi Investment Authority
Showing 1-8 of 9 holder rows.
Quick read
Abu Dhabi Investment Authority leads the comparable SEC ownership view at 56%.
7 of 9 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Abu Dhabi Investment Authority's linked filing trail.
Comparable ownership
Top 5
Abu Dhabi Investment Authority
56%
Exor N.V.
586%
ORBIMED ADVISORS LLC
18%
GAGNON SECURITIES LLC
2.4%
Gagnon Advisors, LLC
1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 9 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Abu Dhabi Investment Authority |
3/4/5
13D/G
10%+ Owner
|
56%
from 13D/G
|
$436,399,642
17,750,646 shares
|
+$48,857,417 | 28 Jul 2026 |
| Exor N.V. |
13F
Company
|
586%
|
$5,055,509,678
185,932,684 shares
|
— | 30 Jun 2026 |
| ORBIMED ADVISORS LLC |
13F
Company
|
18%
|
$30,275,391
5,680,186 shares
|
— | 30 Jun 2026 |
| GAGNON SECURITIES LLC |
13F
Company
|
2.4%
|
$11,697,619
765,179 shares
|
— | 30 Jun 2026 |
| Gagnon Advisors, LLC |
13F
Company
|
1%
|
$6,119,731
328,488 shares
|
— | 30 Jun 2026 |
| Main Street Group, LTD |
13F
Company
|
0%
|
$213
213 shares
|
— | 30 Jun 2026 |
| Park Place Capital Corp |
13F
Company
|
0%
|
$7,792
1 shares
|
— | 30 Jun 2026 |
| Platinum Falcon B 2018 RSC Ltd |
3/4/5
10%+ Owner
|
—
class O/S missing
|
$436,399,642
17,750,646 shares
|
+$22,935,759 | 28 Jul 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$94,728,934.
Buys
$94,728,934
Insiders: 3
Sells
$0
Insiders: 0
Net
+$94,728,934
Shares: +3,848,724
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 3,848,724
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 2,798,750 | 0 | $68,807,276 | $0 | +$68,807,276 |
| 3-6 | 1,049,974 | 0 | $25,921,658 | $0 | +$25,921,658 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-10 of 10 reporting-owner rows connected to Overland Advantage. Open a relationship link for the CIK-to-CIK filing trail.
Rows
10
Largest Forms 3/4/5 holder
Platinum Falcon B 2018 RSC Ltd
Net 12M change
+$94,728,935
Latest report
28 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Platinum Falcon B 2018 RSC Ltd | 10%+ Owner | $436,399,642 | +$22,935,759 | +5.5% | Filing P/S | 28 Jul 2026 |
| Platinum International Investment Holding RSC Ltd | 10%+ Owner | $436,399,642 | +$22,935,759 | +5.5% | Filing P/S | 28 Jul 2026 |
| Abu Dhabi Investment Authority | 10%+ Owner | $436,399,642 | +$48,857,417 | +13% | Filing P/S | 28 Jul 2026 |
| Neil H. Sherman | Trustee | Mixed | 15 Jan 2024 | |||
| Elizabeth R. Uhl | Chief Compliance Officer | Mixed | 15 Jan 2024 | |||
| William J. Neuenfeldt | Trustee / Chairman of Board | Mixed | 15 Jan 2024 | |||
| Carlos M. Hernandez | Trustee | Mixed | 15 Jan 2024 | |||
| Gavin R. Baiera | Chief Executive Officer, Trustee | Mixed | 15 Jan 2024 | |||
| Terri Lecamp | Trustee | Mixed | 15 Jan 2024 | |||
| Kimberly A. Terjanian | CFO & Treasurer | Mixed | 15 Jan 2024 |
Recent insider transactions for Overland Advantage
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Abu Dhabi Investment Authority | Common Shares of Beneficial Interest | Purchase | 5.55% | $22,935,759 | $24.58 | 932,917 | 17,750,646 | 28 Jul 2026 | See Footnote | |
| Abu Dhabi Investment Authority | Common Shares of Beneficial Interest | Purchase | 5.55% | $22,935,759 | $24.58 | 932,917 | 17,750,646 | 28 Jul 2026 | See Footnote | |
| Abu Dhabi Investment Authority | Common Shares of Beneficial Interest | Purchase | 5.55% | $22,935,759 | $24.58 | 932,917 | 17,750,646 | 28 Jul 2026 | See Footnote | |
| Abu Dhabi Investment Authority | Common Shares of Beneficial Interest | Purchase | 6.66% | $25,921,658 | $24.69 | 1,049,974 | 16,817,730 | 04 Mar 2026 | See Footnote |
* marks a reported price that did not pass the local price check.