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Livermore
Livermore
ZHEN

Cryder Capital Partners LLP

SEC CIK
0001633969
Latest filing
Aug 4, 2026

The latest 13F from Cryder Capital Partners LLP covers Q2 2026 (filed Aug 4, 2026): 10 long positions worth $1.59B. The top 10 holdings make up 100.0% of the portfolio, and the largest is Alphabet Inc. (GOOG) at 13.5%. Livermore has 24 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
6
Est. +$105.9M
Reduced
1
Est. −$40.2M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. GOOGAlphabet Inc.
    13.5%$214.3MHistory
  2. TMOThermo Fisher Scientific Inc.
    13.2%$210.2MHistory
  3. MSFTMicrosoft Corp
    13.1%$207.2MHistory
  4. HCAHCA Healthcare, Inc.
    12.3%$194.6MHistory
  5. BXBlackstone Inc.
    11.5%$182.2MHistory

Share of portfolio

Top 5 holdings and the other 5 positions, by share of portfolio value

  1. GOOG13.5%
  2. TMO13.2%
  3. MSFT13.1%
  4. HCA12.3%
  5. BX11.5%
  6. Other 5 positions36.5%

Biggest buys

New and added positions, by estimated amount bought

  1. MSFTMicrosoft Corp
    +$28.6MAddedHistory
  2. TMOThermo Fisher Scientific Inc.
    +$21.3MAddedHistory
  3. BXBlackstone Inc.
    +$18.5MAddedHistory
  4. HCAHCA Healthcare, Inc.
    +$17.4MAddedHistory
  5. AONAon plc
    +$10.1MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MSFTMicrosoft Corp
    +1.48 pp11.6% → 13.1%History
  2. TMOThermo Fisher Scientific Inc.
    +1.15 pp12.1% → 13.2%History
  3. BXBlackstone Inc.
    +1.03 pp10.4% → 11.5%History
  4. AONAon plc
    +0.58 pp6.8% → 7.4%History
  5. MRSHMarsh & McLennan Companies, Inc.
    +0.14 pp6.7% → 6.8%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. GOOGAlphabet Inc.
    −$40.2MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

None this quarter.

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.59B
+$55.7M (+3.6%) vs. prior quarter
Positions
10
0 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
2.6%
Q2 2026, one quarter
Average holding period
19.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.30B (Q1 2024)

Q1 2021: $1.40BQ2 2021: $1.92BQ3 2021: $2.00BQ4 2021: $2.21BQ1 2022: $2.04BQ2 2022: $1.83BQ3 2022: $1.61BQ4 2022: $1.62BQ1 2023: $1.88BQ2 2023: $2.05BQ3 2023: $2.07BQ4 2023: $2.02BQ1 2024: $2.30BQ2 2024: $1.60BQ3 2024: $1.74BQ4 2024: $1.38BQ1 2025: $1.34BQ2 2025: $1.78BQ3 2025: $1.81BQ4 2025: $1.69BQ1 2026: $1.53BQ2 2026: $1.59B
Q1 2021Q2 2026
13F filings of Cryder Capital Partners LLP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 4, 202610$1.59BGOOGTMOMSFTvs. Q1 2026SEC
Q1 2026May 6, 202610$1.53BHCAGOOGTMOvs. Q4 2025SEC
Q4 2025Feb 3, 202610$1.69BGOOGHCATMOvs. Q3 2025SEC
Q3 2025Nov 5, 202511$1.81BHCAGOOGMETAvs. Q2 2025SEC
Q2 2025Aug 1, 202511$1.78BCHTRHCAMETAvs. Q1 2025SEC
Q1 2025Apr 30, 20259$1.34BHCACHTRMETAvs. Q4 2024SEC
Q4 2024Jan 29, 20259$1.38BGOOGCHTRHCAvs. Q3 2024SEC
Q3 2024Nov 6, 20249$1.74BMETAHCAMSFTvs. Q2 2024SEC
Q2 2024Jul 26, 20249$1.60BGOOGMETAMSFTvs. Q1 2024SEC
Q1 2024May 2, 20249$2.30BMETAMSFTGOOGvs. Q4 2023SEC
Q4 2023Feb 9, 20249$2.02BMSFTMETACHTRvs. Q3 2023SEC
Q3 2023Nov 7, 202310$2.07BMETACHTRMSFTvs. Q2 2023SEC
Q2 2023Aug 3, 202310$2.05BMSFTHCAMETAvs. Q1 2023SEC
Q1 2023May 10, 202310$1.88BHCAMSFTTMOvs. Q4 2022SEC
Q4 2022Feb 10, 2023Amended10$1.62BHCATMOCHTRvs. Q3 2022SEC
Q3 2022Nov 7, 202210$1.61BTMOHCAMSFTvs. Q2 2022SEC
Q2 2022Aug 8, 202210$1.83BCHTRTMOMSFTvs. Q1 2022SEC
Q1 2022May 9, 202210$2.04BGOOGBXHCAvs. Q4 2021SEC
Q4 2021Feb 3, 202210$2.21BGOOGHCAMETAvs. Q3 2021SEC
Q3 2021Nov 4, 202110$2.00BHCAGOOGMETAvs. Q2 2021SEC
Q2 2021Aug 9, 202110$1.92BGOOGMETABXvs. Q1 2021SEC
Q1 2021May 14, 2021Amended10$1.40BHCAGOOGMETA–SEC