Filed: 5/10/2023ACC: 0001633969-23-000004
π What this filing means
CRYDER CAPITAL PARTNERS LLP filed this quarterly 13FβHR report disclosing 10 equity positions with a total reported market value of $1.88B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$1.88B
Total AUM (reported)
9.91M
Total Shares
Allocation by class
COM$903.15M48.0%
CL A$525.93M28.0%
CAP STK CL C$203.95M10.8%
COM CL A$126.10M6.7%
SPONSORED ADS$121.21M6.4%
Portfolio Concentration
Top 3$713.49M37.9%
4β10$1.17B62.1%
Top 3 weight
37.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 9.91M
Sole
Full voting authority
9.91M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings10
Rows:
HCA HEALTHCARE INC
SOLEShares923.97K
TypeSH
Market value$243.63M
12.96%
Sole
923.97K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares840.70K
TypeSH
Market value$242.37M
12.89%
Sole
840.70K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares394.68K
TypeSH
Market value$227.48M
12.10%
Sole
394.68K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares622.09K
TypeSH
Market value$222.47M
11.83%
Sole
622.09K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares968.34K
TypeSH
Market value$205.23M
10.91%
Sole
968.34K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.96M
TypeSH
Market value$203.95M
10.85%
Sole
1.96M
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares2.16M
TypeSH
Market value$189.66M
10.09%
Sole
2.16M
Shared
0.00
None
0.00
VISA INC
SOLEShares585.76K
TypeSH
Market value$126.10M
6.71%
Sole
585.76K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares1.19M
TypeSH
Market value$121.21M
6.45%
Sole
1.19M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares270.31K
TypeSH
Market value$98.23M
5.22%
Sole
270.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HCA HEALTHCARE INCSOLE | COM | 923.97K | SH | $243.63M 12.96% | 923.97K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 840.70K | SH | $242.37M 12.89% | 840.70K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 394.68K | SH | $227.48M 12.10% | 394.68K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 622.09K | SH | $222.47M 11.83% | 622.09K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 968.34K | SH | $205.23M 10.91% | 968.34K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.96M | SH | $203.95M 10.85% | 1.96M | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 2.16M | SH | $189.66M 10.09% | 2.16M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 585.76K | SH | $126.10M 6.71% | 585.76K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 1.19M | SH | $121.21M 6.45% | 1.19M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 270.31K | SH | $98.23M 5.22% | 270.31K | 0.00 | 0.00 |