Filed: 11/7/2023ACC: 0001633969-23-000006
📋 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 $2.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$2.07B
Total AUM (reported)
9.82M
Total Shares
Allocation by class
COM$915.10M44.2%
CL A$664.10M32.1%
CAP STK CL C$253.86M12.3%
COM CL A$133.80M6.5%
SPONSORED ADS$103.09M5.0%
Portfolio Concentration
Top 3$818.13M39.5%
4–10$1.25B60.5%
Top 3 weight
39.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 9.82M
Sole
Full voting authority
5.59M
shares
% of voting shares57.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.23M
shares
% of voting shares43.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeSole · 57.0% of voting shares
Institutional Holdings10
Rows:
META PLATFORMS INC
SOLEShares952.43K
TypeSH
Market value$285.93M
13.81%
Sole
542.30K
Shared
0.00
None
410.13K
CHARTER COMMUNICATIONS INC N
SOLEShares618.22K
TypeSH
Market value$271.90M
13.14%
Sole
352.01K
Shared
0.00
None
266.20K
MICROSOFT CORP
SOLEShares824.37K
TypeSH
Market value$260.30M
12.57%
Sole
469.44K
Shared
0.00
None
354.94K
ALPHABET INC
SOLEShares1.93M
TypeSH
Market value$253.86M
12.26%
Sole
1.10M
Shared
0.00
None
828.79K
BLACKSTONE INC
SOLEShares2.15M
TypeSH
Market value$230.50M
11.14%
Sole
1.23M
Shared
0.00
None
925.81K
HCA HEALTHCARE INC
SOLEShares918.11K
TypeSH
Market value$225.84M
10.91%
Sole
522.84K
Shared
0.00
None
395.27K
THERMO FISHER SCIENTIFIC INC
SOLEShares392.09K
TypeSH
Market value$198.46M
9.59%
Sole
223.30K
Shared
0.00
None
168.79K
VISA INC
SOLEShares581.71K
TypeSH
Market value$133.80M
6.46%
Sole
331.31K
Shared
0.00
None
250.40K
MASTERCARD INCORPORATED
SOLEShares268.42K
TypeSH
Market value$106.27M
5.13%
Sole
152.86K
Shared
0.00
None
115.56K
ALIBABA GROUP HLDG LTD
SOLEShares1.19M
TypeSH
Market value$103.09M
4.98%
Sole
676.87K
Shared
0.00
None
511.62K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 952.43K | SH | $285.93M 13.81% | 542.30K | 0.00 | 410.13K |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 618.22K | SH | $271.90M 13.14% | 352.01K | 0.00 | 266.20K |
MICROSOFT CORPSOLE | COM | 824.37K | SH | $260.30M 12.57% | 469.44K | 0.00 | 354.94K |
ALPHABET INCSOLE | CAP STK CL C | 1.93M | SH | $253.86M 12.26% | 1.10M | 0.00 | 828.79K |
BLACKSTONE INCSOLE | COM | 2.15M | SH | $230.50M 11.14% | 1.23M | 0.00 | 925.81K |
HCA HEALTHCARE INCSOLE | COM | 918.11K | SH | $225.84M 10.91% | 522.84K | 0.00 | 395.27K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 392.09K | SH | $198.46M 9.59% | 223.30K | 0.00 | 168.79K |
VISA INCSOLE | COM CL A | 581.71K | SH | $133.80M 6.46% | 331.31K | 0.00 | 250.40K |
MASTERCARD INCORPORATEDSOLE | CL A | 268.42K | SH | $106.27M 5.13% | 152.86K | 0.00 | 115.56K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 1.19M | SH | $103.09M 4.98% | 676.87K | 0.00 | 511.62K |