1y return−39.0%S&P 500 +20.9%
3y return−62.7%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $63 against $195 in the S&P 500.2
H&F Corporate Investors IX, Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CXMSprinklr Inc | $56.0M | 100.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CXMSprinklr Inc | December 31, 2022 | −36.8% | $56.0M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −14.0% | +14.8% |
| March 31, 2026 | −22.9% | −4.6% |
| December 31, 2025 | +0.8% | +2.4% |
| September 30, 2025 | −8.7% | +7.8% |
| June 30, 2025 | +1.3% | +10.5% |
| March 31, 2025 | −1.2% | −4.6% |
| December 31, 2024 | +9.3% | +2.1% |
| September 30, 2024 | −19.6% | +5.4% |
| June 30, 2024 | −21.6% | +4.0% |
| March 31, 2024 | +1.9% | +10.0% |
| December 31, 2023 | −13.0% | +11.2% |
| September 30, 2023 | +0.1% | −3.6% |
| June 30, 2023 | +6.7% | +8.3% |
| March 31, 2023 | +58.6% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: H&F Corporate Investors IX, Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1767564&type=13F-HR&dateb=&owner=include&count=40CIK 1767564
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1767564/000119312526345863/Filed August 12, 2026 · accession 0001193125-26-345863