H&f Corporate Investors Ix 13F annual report

H&f Corporate Investors Ix is an investment fund managing more than $104 billion ran by Trevor Watt. There is currently 1 company in Mr. Watt’s portfolio. The largest and only investment include Sprinklr worth $104 billion.

$104 billion Assets Under Management (AUM)

As of 7th August 2024, H&f Corporate Investors Ix’s top holding is 10,861,506 shares of Sprinklr currently worth over $104 billion and making up 100.0% of the portfolio value. Relative to the number of outstanding shares of Sprinklr, H&f Corporate Investors Ix owns less than 0.4% of the company.

Currently, H&f Corporate Investors Ix's portfolio is worth at least $104 billion. 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 H&f Corporate Investors Ix

The H&f Corporate Investors Ix office and employees reside in San Francisco, California. According to the last 13-F report filed with the SEC, Trevor Watt serves as the Vice President at H&f Corporate Investors Ix.

One of the smallest hedge funds

The two most similar investment funds to H&f Corporate Investors Ix are Mustard Seed and Alethea Capital Management. They manage $105 billion and $104 billion respectively.

Trevor Watt investment strategy

H&f Corporate Investors Ix’s portfolio is diversified across 1 sector. Currently, their heaviest sector is Technology — making up 100.0% of the total portfolio value. The fund focuses on investments in the United States as 100.0% 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 $2.32 billion.

The complete list of H&f Corporate Investors Ix 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
Sprinklr, Inc.	No change 10,861,506	$104,487,688,000	100.00%
No transactions found
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