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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
+39.54%
1 Year Est. Return
+4.57%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2B
AUM Growth
+$353M
Cap. Flow
-$214M
Cap. Flow %
-10.68%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
1

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
CWAN
Clearwater Analytics
CWAN
+$214M

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
$2B 100%
82,238,811
– –
CWAN
2
DELISTED
Clearwater Analytics
CWAN
– –
-7,983,533
Closed -$214M

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Permira Holdings's Q2 2025 Portfolio in Review

As of Q2 2025, Permira Holdings held 2 positions worth $2B, up 21% from $1.65B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Permira Holdings withdrew a net $214M in Q2 2025, closing 1 position. Its most notable exit was Clearwater Analytics, an estimated $214M position sold in full.

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

  • Permira Holdings fully exited Clearwater Analytics in Q2 2025, selling an estimated $214M.
  • Permira Holdings's ten largest holdings make up 100% of its $2B portfolio in Q2 2025.
  • Permira Holdings opened 0 new positions and closed 1 in Q2 2025.
  • Permira Holdings's portfolio value rose 21% quarter-over-quarter to $2B.

Based on Permira Holdings's 13F filing for Q2 2025, filed 14 Aug 2025.