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Cryder Capital Partners LLP

10 CORK STREET, LONDON, X0 W1S 3NP • 44 02079079254

Q2 2025 · Filed 2025-08-01
Market Value
$1.8B
+32.9%
Holdings
11
+2
New Purchases
2
Added To
9
Closed
0
Reduced
0
Top 10 Concentration
95.6%
Turnover
18.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AON 4.65% 0.00% +4.65% $83M
MMC 4.44% 0.00% +4.44% $79M
MSFT 11.61% 10.91% +0.70% $206M
META 12.61% 12.29% +0.32% $224M
GOOG 11.66% 11.42% +0.24% $207M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TMO 7.87% 12.10% -4.23% $140M
HCA 13.04% 14.74% -1.69% $232M
CHTR 13.06% 14.68% -1.62% $232M
BX 8.40% 9.74% -1.34% $149M
V 6.52% 7.34% -0.82% $116M
MA 6.14% 6.79% -0.65% $109M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 39.7%
Healthcare 26.1%
Communication Services 22.5%
Technology 11.6%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 5 $862M 48.5%
Large Cap 6 $914M 51.5%

Portfolio Analytics

Avg Market Cap
$990.1B
Median Market Cap
$166.6B
Avg P/E
22.0
Median P/E
24.3
Avg Dividend Yield
0.01%
Avg Beta
1.01
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CHTR 13.06% 567,274 $232M $408.81 $36M +35,112 +6.6%
2 HCA 13.04% 604,759 $232M $383.10 $35M +34,994 +6.1%
3 META 12.61% 303,395 $224M $738.09 $60M +18,479 +6.5%
4 GOOG 11.66% 1,167,937 $207M $177.39 $55M +191,215 +19.6%
5 MSFT 11.61% 414,668 $206M $497.41 $60M +26,236 +6.8%
6 BX 8.40% 997,317 $149M $149.58 $19M +66,440 +7.1%
7 TMO 7.87% 344,676 $140M $405.46 -$22M +19,875 +6.1%
8 V 6.52% 326,400 $116M $355.05 $18M +46,448 +16.6%
9 MA 6.14% 193,940 $109M $561.94 $18M +28,509 +17.2%
10 AON 4.65% 231,314 $83M $356.76 +231,314 NEW
11 MMC 4.44% 360,629 $79M $218.64 +360,629 NEW

New Positions

SymbolValue% Port
AON $83M 4.65%
MMC $79M 4.44%
View SEC EDGAR Filings for Cryder Capital Partners LLP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms