Permira Ltd 13F annual report

Permira Ltd is an investment fund managing more than $3.99 trillion ran by Vic Holmes. There are currently 2 companies in Mr. Holmes’s portfolio. The largest investments include Informatica and Clearwater Analytics Hldings I, together worth $3.99 trillion.

$3.99 trillion Assets Under Management (AUM)

As of 7th August 2024, Permira Ltd’s top holding is 117,125,110 shares of Informatica currently worth over $3.62 trillion and making up 90.6% of the portfolio value. Relative to the number of outstanding shares of Informatica, Permira Ltd owns more than 0.5% of the company. In addition, the fund holds 20,247,294 shares of Clearwater Analytics Hldings I worth $375 billion.

Currently, Permira Ltd's portfolio is worth at least $3.99 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Permira Ltd

The Permira Ltd office and employees reside in St. Peter Port, Guernsey. According to the last 13-F report filed with the SEC, Vic Holmes serves as the Director at Permira Ltd.

Recent trades

Vic Holmes disclosed a decreased stake in Clearwater Analytics Hldings I by 0.2%. This leaves the value of the investment at $375 billion and 20,247,294 shares.

One of the largest hedge funds

The two most similar investment funds to Permira Ltd are Badgley Phelps Wealth Managers and Forvis Mazars Wealth Advisors. They manage $4 trillion and $4 trillion respectively.

Vic Holmes investment strategy

Permira Ltd’s portfolio is diversified across 2 sectors. Currently, their heaviest sector is Technology — making up 90.6% of the total portfolio value. The fund focuses on investments in the United States as 50.0% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up approximately 0.1% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $4.67 billion.

The complete list of Permira Ltd trades based on 13F SEC filings

These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Informatica Inc.	No change 117,125,110	$3,616,823,397,000	90.61%
Clearwater Analytics Hldings I	20.95% 20,247,294	$374,979,885,000	9.39%
No transactions found
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