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Permira Holdings Portfolio holdings

AUM $2.04B
1-Year Est. Return 4.57%
This Fund
S&P 500
This Quarter Est. Return
+30.58%
1 Year Est. Return
+4.57%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.84B
AUM Growth
–
Cap. Flow
+$3.32B
Cap. Flow %
86.53%
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
INFA
Informatica
INFA
+$2.82B
2
CWAN
Clearwater Analytics
CWAN
+$504M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INFA
1
DELISTED
Informatica
INFA
$3.32B 86.64%
+117,125,110
New +$2.82B
CWAN
2
DELISTED
Clearwater Analytics
CWAN
$513M 13.36%
+25,613,323
New +$504M

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Permira Holdings's Q4 2023 Portfolio in Review

Q4 2023 is the first quarter with a 13F filing on record for Permira Holdings, which disclosed 2 positions worth $3.84B. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Informatica: 117,125,110 shares worth $3.32B.

By sector, the portfolio is most concentrated in Technology at 100% of assets.

  • Permira Holdings's largest Q4 2023 buy was Informatica: 117,125,110 shares worth $3.32B.
  • Permira Holdings's ten largest holdings make up 100% of its $3.84B portfolio in Q4 2023.
  • Permira Holdings disclosed 2 positions in Q4 2023, its first 13F filing on record.

Based on Permira Holdings's 13F filing for Q4 2023, filed 14 Feb 2024.