$779 Million is the total value of Cryder Capital Partners LLP's 9 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 44.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $120,611,000 | +2.5% | 414,088 | +3.4% | 15.48% | -11.0% |
| HCA | Buy | HCA HEALTHCARE INC | $107,987,000 | -2.0% | 896,753 | +10.0% | 13.86% | -15.0% |
| FB | Sell | FACEBOOK INCcl a | $103,845,000 | -9.7% | 583,137 | -2.1% | 13.33% | -21.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $103,686,000 | +22.1% | 85,058 | +6.1% | 13.31% | +6.0% |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $91,128,000 | – | 221,119 | +100.0% | 11.70% | – |
| MSFT | New | MICROSOFT CORP | $90,191,000 | – | 648,717 | +100.0% | 11.58% | – |
| MA | Buy | MASTERCARD INCcl a | $75,386,000 | +13.0% | 277,595 | +10.0% | 9.68% | -2.0% |
| V | Buy | VISA INC | $74,729,000 | +9.0% | 434,443 | +10.0% | 9.59% | -5.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $11,319,000 | -36.5% | 9,269 | -43.7% | 1.45% | -44.9% |
| ADS | Exit | ALLIANCE DATA SYSTEMS CORP | $0 | – | -250,144 | -100.0% | -5.18% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -947,675 | -100.0% | -8.89% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VISA INC | 36 | Q3 2023 | 10.1% |
| MASTERCARD INCORPORATED | 36 | Q3 2023 | 9.9% |
| THERMO FISHER SCIENTIFIC INC | 35 | Q3 2023 | 17.4% |
| HCA HOLDINGS INC | 34 | Q3 2023 | 16.5% |
| Google Inc. (C Shares) | 31 | Q3 2023 | 14.1% |
| META PLATFORMS INC | 28 | Q3 2023 | 17.0% |
| MICROSOFT CORP | 17 | Q3 2023 | 15.0% |
| CHARTER COMMUNICATIONS INC N | 17 | Q3 2023 | 14.1% |
| Alliance Data Systems Corporation | 17 | Q2 2019 | 13.7% |
| Google Inc. (A Shares) | 16 | Q4 2019 | 7.8% |
View Cryder Capital Partners LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-10 |
| 13F-HR/A | 2023-02-10 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-03 |
View Cryder Capital Partners LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.