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Cryder Capital Partners 13F Portfolio

Portfolio Manager
Cryder Capital Partners LLP
Performance
-0.65% (2026 Q2)
AUM (13F)
$1.59B
# of Holdings
10
Performance Rank
Allocation (Top 20)
99.99%
Latest filing
Q2 2026

Cryder Capital Partners LLP Holdings Map

Top 10 Cryder Capital Partners LLP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOG
ALPHABET INC
13.5%606.5K$214.3M
-15.78%(-113.64K)
2025-Q2: 1.17M shares2025-Q3: 1.05M shares2025-Q4: 874.8K shares2026-Q1: 720.1K shares2026-Q2: 606.5K shares
$86.79(+303.85%)
2026-06-30
TMO
THERMO FISHER SCIENTIFIC INC
13.24%419.2K$210.2M
+11.28%(+42.50K)
2025-Q2: 344.7K shares2025-Q3: 344.7K shares2025-Q4: 376.7K shares2026-Q1: 376.7K shares2026-Q2: 419.2K shares
$353.31(+69.81%)
2026-06-30
MSFT
MICROSOFT CORP
13.06%555.4K$207.2M
+16.03%(+76.72K)
2025-Q2: 414.7K shares2025-Q3: 414.7K shares2025-Q4: 414.7K shares2026-Q1: 478.7K shares2026-Q2: 555.4K shares
$250.02(+101.09%)
2026-06-30
HCA
HCA HEALTHCARE INC
12.26%499.0K$194.6M
+9.81%(+44.57K)
2025-Q2: 604.8K shares2025-Q3: 604.8K shares2025-Q4: 530.1K shares2026-Q1: 454.4K shares2026-Q2: 499.0K shares
$169.00(+147.20%)
2026-06-30
BX
BLACKSTONE INC
11.48%1.55M$182.2M
+11.28%(+157.00K)
2025-Q2: 997.3K shares2025-Q3: 810.0K shares2025-Q4: 1.09M shares2026-Q1: 1.39M shares2026-Q2: 1.55M shares
$105.75(+37.36%)
2026-06-30
V
VISA INC
8.56%396.0K$135.9M
+0.00%(+0)
2025-Q2: 326.4K shares2025-Q3: 326.4K shares2025-Q4: 363.8K shares2026-Q1: 396.0K shares2026-Q2: 396.0K shares
$193.09(+87.18%)
2026-06-30
MA
MASTERCARD INCORPORATED
7.96%245.8K$126.3M
+0.00%(+0)
2025-Q2: 193.9K shares2025-Q3: 193.9K shares2025-Q4: 226.3K shares2026-Q1: 245.8K shares2026-Q2: 245.8K shares
$336.58(+67.49%)
2026-06-30
AON
AON PLC
7.36%352.2K$116.8M
+9.48%(+30.50K)
2025-Q2: 231.3K shares2025-Q3: 231.3K shares2025-Q4: 295.2K shares2026-Q1: 321.7K shares2026-Q2: 352.2K shares
$364.87(-2.70%)
2026-06-30
MRSH
MARSH & MCLENNAN COS INC
6.82%649.4K$108.2M
+10.17%(+59.96K)
2025-Q2: 360.6K shares2025-Q3: 360.6K shares2025-Q4: 477.7K shares2026-Q1: 589.5K shares2026-Q2: 649.4K shares
$209.54(-9.11%)
2026-06-30
CHTR
CHARTER COMMUNICATIONS INC
5.75%641.7K$91.3M
+0.00%(+0)
2025-Q2: 567.3K shares2025-Q3: 644.7K shares2025-Q4: 641.7K shares2026-Q1: 641.7K shares2026-Q2: 641.7K shares
$443.08(-65.38%)
2026-06-30

About Cryder Capital Partners LLPโ€™s portfolio

Cryder Capital Partners LLP reports $1.59B in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (13.5%), TMO (13.2%) and MSFT (13.1%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +35.16% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
GOOG โ€” 13.5% ($214.29M)TMO โ€” 13.2% ($210.16M)MSFT โ€” 13.1% ($207.19M)HCA โ€” 12.3% ($194.56M)BX โ€” 11.5% ($182.19M)V โ€” 8.6% ($135.87M)MA โ€” 8.0% ($126.25M)AON โ€” 7.4% ($116.82M)MRSH โ€” 6.8% ($108.24M)CHTR โ€” 5.8% ($91.26M)
100%in top 10
  • GOOG13.5%
  • TMO13.2%
  • MSFT13.1%
  • HCA12.3%
  • BX11.5%
  • V8.6%
  • MA8.0%
  • AON7.4%
  • MRSH6.8%
  • CHTR5.8%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
6
MSFTMICROSOFT CORP+16.0%
TMOTHERMO FISHER SCIENTIFIC INC+11.3%
BXBLACKSTONE INC+11.3%
HCAHCA HEALTHCARE INC+9.8%
+2 more
Trimmed
1
GOOGALPHABET INC-15.8%

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Source filings

Holdings on this page are parsed from Cryder Capital Partners LLPโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1633969). View Cryder Capital Partners LLPโ€™s 13F filings on SEC

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