Cryder Capital Partners LLP
LONDON, X0
$1.6bn in 10 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 5.1% of the portfolio this quarter.
Value
$1.6bn
Stocks
10
Top 10 share
100.0%
Turnover
5.1%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Thermo Fisher ScientificTMO13.2% of the fund+11%
- MicrosoftMSFT13.1% of the fund+16%
- HCA HealthcareHCA12.3% of the fund+10%
- BlackstoneBX11.5% of the fund+11%
- AonAON7.4% of the fund+9%
- Marsh & McLennan CompaniesMRSH6.8% of the fund+10%
Cut
Sold some of their stake.
- AlphabetGOOG13.5% of the fund-16%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AlphabetGOOG | 13.5% | $214m | 606,485 | -16% |
| Thermo Fisher ScientificTMO | 13.2% | $210m | 419,181 | +11% |
| MicrosoftMSFT | 13.1% | $207m | 555,426 | +16% |
| HCA HealthcareHCA | 12.3% | $195m | 499,017 | +10% |
| BlackstoneBX | 11.5% | $182m | 1,548,293 | +11% |
| VisaV | 8.6% | $136m | 396,017 | Held |
| MastercardMA | 8.0% | $126m | 245,819 | Held |
| AonAON | 7.4% | $117m | 352,191 | +9% |
| Marsh & McLennan CompaniesMRSH | 6.8% | $108m | 649,418 | +10% |
| Charter CommunicationsCHTR | 5.8% | $91m | 641,694 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 10.7% since 30 June 2025.
Where the money is
Financial services42.2%
Health care25.5%
Media & telecom19.3%
Technology13.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.