We are live on ! Find out more
PH

Permira Holdings Portfolio holdings

AUM $2.04B
1-Year Est. Return 4.57%
This Fund
S&P 500
This Quarter Est. Return
+3.17%
1 Year Est. Return
+4.57%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.35B
AUM Growth
-$603M
Cap. Flow
-$723M
Cap. Flow %
-30.72%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
2
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
INFA
Informatica
INFA
+$424M
2
CWAN
Clearwater Analytics
CWAN
+$299M

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
$2.13B 90.66%
82,238,811
-16,172,599
-16% -$424M
CWAN
2
DELISTED
Clearwater Analytics
CWAN
$220M 9.34%
7,983,533
-10,535,792
-57% -$299M

Similar funds

PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
PHK
Point72 Hong Kong Hong Kong $2.18B AUM 89.02% 1-Year Est. Return
TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
CCB
Country Club Bank Kansas City, Missouri $1.69B AUM 16.93% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM

Permira Holdings's Q4 2024 Portfolio in Review

As of Q4 2024, Permira Holdings held 2 positions worth $2.35B, down 20% from $2.96B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Permira Holdings withdrew a net $723M in Q4 2024, reducing 2 holdings. Its largest reduction was Informatica, cutting an estimated $424M.

By sector, the portfolio is most concentrated in Technology at 100% of assets, unchanged from a quarter earlier.

  • Permira Holdings's biggest Q4 2024 reduction was Informatica, cutting an estimated $424M.
  • Permira Holdings's ten largest holdings make up 100% of its $2.35B portfolio in Q4 2024.
  • Permira Holdings opened 0 new positions and closed 0 in Q4 2024.
  • Permira Holdings's portfolio value fell 20% quarter-over-quarter to $2.35B.

Based on Permira Holdings's 13F filing for Q4 2024, filed 14 Feb 2025.