Cryder Capital Partners LLP
CIK 1633969 · View on SEC EDGAR ↗
- Portfolio value
- $1.6B
- Positions
- 10
- As of
- June 30, 2026
Portfolio value QoQ: +3.6% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 10
- Effective number of positions
- 9.3
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.58% Est. buys $105,888,980 · sells $40,152,421
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 90.9% still held
- New positions
- 0
- Increased
- 6
- Decreased
- 1
- Closed
- 1
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +1.3% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 100.0% · Options excluded: 0.0%
Sector breakdown
Full portfolio 10 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| GOOG Alphabet Inc. - Class C Capital Stock | $214,289,345 | 13.50% | 606,485 | $7,714,287 | Down ×4 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $210,160,586 | 13.24% | 419,181 | $25,010,574 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $207,185,007 | 13.06% | 555,426 | $29,981,667 | Up ×2 | ||
| HCA HCA Healthcare, Inc. Common Stock | $194,561,738 | 12.26% | 499,017 | $-20,499,341 | Up ×1 | ||
| BX Blackstone Inc. Common Stock | $182,187,637 | 11.48% | 1,548,293 | $22,202,855 | Up ×3 | ||
| V Visa Inc. | $135,869,473 | 8.56% | 396,017 | $16,177,295 | |||
| MA Mastercard Incorporated Common Stock | $126,252,638 | 7.96% | 245,819 | $3,426,716 | |||
| AON Aon plc Class A Ordinary Shares (Ireland) | $116,818,233 | 7.36% | 352,191 | $12,983,458 | Up ×3 | ||
| MRSH Marsh Common Stock | $108,238,498 | 6.82% | 649,418 | $5,997,355 | Up ×3 | ||
| CHTR Charter Communications, Inc. - Class A Common Stock | $91,255,304 | 5.75% | 641,694 | $-47,273,597 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| CHTR | Price move only | +0 | -$47.3M |
| MSFT | Bought more | +77K | +$30.0M |
| TMO | Bought more | +42K | +$25.0M |
| BX | Bought more | +157K | +$22.2M |
| HCA | Bought more | +45K | -$20.5M |
| V | Price move only | +0 | +$16.2M |
| AON | Bought more | +31K | +$13.0M |
| GOOG | Trimmed | -114K | +$7.7M |
| MRSH | Bought more | +60K | +$6.0M |
| MA | Price move only | +0 | +$3.4M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| META | Dec. 31, 2025 | 303,395 | $222,807,220 | -16.9% |