Partners Group Holding AG

CIK: 0001534259Latest portfolio: $1.5B · Q4 2025

Holdings

49

Total Value

$1.5B

New Positions

17

Closed Positions

5

#StockSharesValue% PortfolioChangeType
1
KLCKinderCare Learning Cos Inc
81,418,736$351.7M23.75%
2
CLVTClarivate PLC
25,583,059$85.4M5.77%
3
APOApollo Global Management Inc
572,540$82.9M5.60%-87,023
4
ARESAres Management Corp
436,910$70.6M4.77%+75K
5
BNBrookfield Corp
1,320,346$60.6M4.09%+352K
6
AMTAmerican Tower Corp
313,125$55.0M3.71%-106
7
KKRKKR & Co Inc
408,003$52.0M3.51%-21,805
8
BXBlackstone Inc
334,073$51.5M3.48%+19K
9
RSGRepublic Services Inc
210,806$44.7M3.02%+16K
10
OWLBlue Owl Capital Inc
2,745,267$41.0M2.77%+805K
11
WMBWilliams Cos Inc/The
680,676$40.9M2.76%+26K
12
ATOAtmos Energy Corp
241,751$40.5M2.74%-29,938
13
AWCAmerican Water Works Co Inc
307,389$40.1M2.71%-53,298
14
UNPUnion Pacific Corp
167,786$38.8M2.62%-18,915
15
WMWaste Management Inc
175,468$38.6M2.60%+25K
16
SRESempra
411,055$36.3M2.45%+35K
17
CMSCMS Energy Corp
498,234$34.8M2.35%-36,410
18
FERFerrovial SE
531,719$34.4M2.33%+33K
19
EQIXEquinix Inc
44,127$33.8M2.28%-969
20
CSXCSX Corp
899,172$32.6M2.20%-56,151
21
ODFLOld Dominion Freight Line Inc
194,631$30.5M2.06%+53K
22
TPGTPG Inc
423,161$27.0M1.82%-57,579
23
SBACSBA Communications Corp
123,947$24.0M1.62%-855
24
TRPTC Energy Corp
431,583$23.7M1.60%+8K
25
CPCanadian Pacific Kansas City L
263,598$19.4M1.31%NEW

Quarterly Changes

New Positions

Closed Positions

  • ARCCCLOSED
    $36.1B
  • CNRCLOSED
    $28.9B
  • 8CWCLOSED
    $24.4B
  • EPDCLOSED
    $604.3M
  • NeueHealth IncCLOSED
    $591.3M
  • ETCLOSED
    $442.9M

Increased Positions

NameSharesChange
OWL2.7M+805K
KMI292K+91K
ARES437K+75K
ODFL195K+53K
SRE411K+35K
FER532K+33K
WMB681K+26K
WM175K+25K
BX334K+19K
RSG211K+16K

Decreased Positions

NameSharesChange
NU145K-4651484
APO573K-87023
TPG423K-57579
CSX899K-56151
AWC307K-53298
CMS498K-36410
ENB257K-30892
ATO242K-29938
KKR408K-21805
UNP168K-18915

Sector Breakdown

Industrials0.0% ($4.467638812385523e+38T)
Financial Services0.0% ($8.288070617605905e+34T)
Consumer Cyclical0.0% ($7383168116741.1T)
Energy0.0% ($4091523727.1T)
Utilities0.0% ($405243629.2T)
Technology0.0% ($854476.6T)
Real Estate0.0% ($549753.4T)
Unknown0.0% ($401141.6T)
Basic Materials0.0% ($934.9M)
Consumer Defensive0.0% ($351.7M)
Healthcare0.0% ($1.9M)
Communication Services0.0% ($1.4M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 6, 2026$1.5B49
Q3 2025Nov 12, 2025$1.8T38
Q2 2025Aug 5, 2025$2.1T40
Q1 2025May 13, 2025$2.4T43
Q4 2024Feb 11, 2025$2.8T44
Q3 2024Nov 13, 2024$1552.8T41
Q2 2024Aug 1, 2024$1327.2T46
Q1 2024May 10, 2024$1101.5T47
Q4 2023Feb 13, 2024$829.4T44
Q3 2023Nov 13, 2023$1068.3T46
Q2 2023Aug 10, 2023$1203.7T45
Q1 2023May 5, 2023$1239.4T54
Q4 2022Feb 14, 2023$1308.2T87
Q3 2022Nov 10, 2022$1.4T99
Q2 2022Aug 12, 2022$1.7T110
Q1 2022May 13, 2022$1.9T113
Q4 2021Feb 15, 2022$2.1T128
Q3 2021Nov 16, 2021$1.4T133
Q2 2021Aug 6, 2021$1.6T46
Q1 2021May 14, 2021$1.2T43
Q4 2020Feb 12, 2021$1.1T47
Q3 2020Nov 12, 2020$913.6B41
Q2 2020Aug 14, 2020$881.9B49
Q1 2020May 13, 2020$757.4B44
Q4 2019Feb 18, 2020$919.9B52
Q3 2019Nov 14, 2019$860.8B55
Q2 2019Aug 9, 2019$815.7B48
Q1 2019May 15, 2019$729.1B48
Q4 2018Feb 13, 2019$696.6B48
Q3 2018Nov 14, 2018$848.7B49
Q2 2018Aug 14, 2018$865.1B49
Q1 2018May 11, 2018$889.7B48
Q4 2017Feb 13, 2018$844.6B46
Q3 2017Nov 14, 2017$902.0B49
Q2 2017Aug 14, 2017$938.0B42
Q1 2017May 15, 2017$1.2T49
Q4 2016Feb 15, 2017$667.7B42
Q3 2016Nov 14, 2016$407.8B37
Q2 2016Aug 10, 2016$398.9B38
Q1 2016May 11, 2016$470.0B42

Fund Information

CIK0001534259
Most Recent FilingFeb 6, 2026
Number of Filings40

Partners Group Holding AG is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.5B across 49 holdings. The largest position is KinderCare Learning Cos Inc (KLC), representing 23.8% of the portfolio. Compared to the previous quarter, the fund opened 17 new positions and closed 6 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.