Filed: 8/3/2023ACC: 0001633969-23-000005
📋 What this filing means
CRYDER CAPITAL PARTNERS LLP filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $2.05B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$2.05B
Total AUM (reported)
9.86M
Total Shares
Allocation by class
COM$968.55M47.2%
CL A$609.81M29.7%
CAP STK CL C$234.81M11.4%
COM CL A$138.66M6.8%
SPONSORED ADS$99.03M4.8%
Portfolio Concentration
Top 3$838.85M40.9%
4–10$1.21B59.1%
Top 3 weight
40.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 9.86M
Sole
Full voting authority
5.65M
shares
% of voting shares57.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.21M
shares
% of voting shares42.7%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeSole · 57.3% of voting shares
Institutional Holdings10
Rows:
MICROSOFT CORP
SOLEShares833.12K
TypeSH
Market value$283.71M
13.83%
Sole
474.54K
Shared
0.00
None
358.58K
HCA HEALTHCARE INC
SOLEShares920.98K
TypeSH
Market value$279.50M
13.63%
Sole
528.54K
Shared
0.00
None
392.44K
META PLATFORMS INC
SOLEShares960.48K
TypeSH
Market value$275.64M
13.44%
Sole
548.32K
Shared
0.00
None
412.16K
ALPHABET INC
SOLEShares1.94M
TypeSH
Market value$234.81M
11.45%
Sole
1.11M
Shared
0.00
None
832.73K
CHARTER COMMUNICATIONS INC N
SOLEShares621.19K
TypeSH
Market value$228.21M
11.13%
Sole
356K
Shared
0.00
None
265.19K
THERMO FISHER SCIENTIFIC INC
SOLEShares393.40K
TypeSH
Market value$205.26M
10.01%
Sole
225.72K
Shared
0.00
None
167.68K
BLACKSTONE INC
SOLEShares2.15M
TypeSH
Market value$200.09M
9.76%
Sole
1.24M
Shared
0.00
None
913.51K
VISA INC
SOLEShares583.86K
TypeSH
Market value$138.66M
6.76%
Sole
334.92K
Shared
0.00
None
248.94K
MASTERCARD INCORPORATED
SOLEShares269.43K
TypeSH
Market value$105.97M
5.17%
Sole
154.53K
Shared
0.00
None
114.90K
ALIBABA GROUP HLDG LTD
SOLEShares1.19M
TypeSH
Market value$99.03M
4.83%
Sole
684.36K
Shared
0.00
None
503.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 833.12K | SH | $283.71M 13.83% | 474.54K | 0.00 | 358.58K |
HCA HEALTHCARE INCSOLE | COM | 920.98K | SH | $279.50M 13.63% | 528.54K | 0.00 | 392.44K |
META PLATFORMS INCSOLE | CL A | 960.48K | SH | $275.64M 13.44% | 548.32K | 0.00 | 412.16K |
ALPHABET INCSOLE | CAP STK CL C | 1.94M | SH | $234.81M 11.45% | 1.11M | 0.00 | 832.73K |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 621.19K | SH | $228.21M 11.13% | 356K | 0.00 | 265.19K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 393.40K | SH | $205.26M 10.01% | 225.72K | 0.00 | 167.68K |
BLACKSTONE INCSOLE | COM | 2.15M | SH | $200.09M 9.76% | 1.24M | 0.00 | 913.51K |
VISA INCSOLE | COM CL A | 583.86K | SH | $138.66M 6.76% | 334.92K | 0.00 | 248.94K |
MASTERCARD INCORPORATEDSOLE | CL A | 269.43K | SH | $105.97M 5.17% | 154.53K | 0.00 | 114.90K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 1.19M | SH | $99.03M 4.83% | 684.36K | 0.00 | 503.80K |