Partners Group Holding AG Q1 2024 Filing

Filed May 10, 2024

Portfolio Value

$1.1B

Holdings

47

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (47 positions)

#StockSharesValue% PortfolioType
1
CLVTClarivate PLC
25,583,059$190.1T17256426.65%
2
NUNU Holdings Ltd/Cayman Islands
6,453,438$77.0T6989420.48%
3
AMTAmerican Tower Corp
295,125$58.3T5293958.68%
4
KKRKKR & Co Inc
539,226$54.2T4923705.17%
5
APOApollo Global Management Inc
454,554$51.1T4640390.46%
6
AWCAmerican Water Works Co Inc
368,045$45.0T4083356.01%
7
RSGRepublic Services Inc
221,462$42.4T3848943.05%
8
CMSCMS Energy Corp
665,158$40.1T3643675.66%
9
UNPUnion Pacific Corp
154,926$38.1T3458958.89%
10
CNRCanadian National Railway Co
266,519$34.8T3161251.28%
11
ATOAtmos Energy Corp
268,505$31.9T2897571.89%
12
8CWCrown Castle Inc
298,227$31.6T2865268.56%
13
ADTADT Inc
4,627,283$31.1T2822961.47%
14
BXBlackstone Inc
227,516$29.9T2713424.42%
15
EQIXEquinix Inc
34,850$28.8T2611199.21%
16
ARESAres Management Corp
193,602$25.7T2337253.15%
17
WMWaste Management Inc
119,794$25.5T2318088.36%
18
CSXCSX Corp
618,229$22.9T2080566.22%
19
SBACSBA Communications Corp
99,468$21.6T1956824.56%
20
CGCarlyle Group Inc/The
438,000$20.5T1865301.88%
21
TRPTC Energy Corp
493,488$19.7T1786502.95%
22
ARCCAres Capital Corp
906,486$18.9T1713371.04%
23
WMBWilliams Cos Inc/The
474,203$18.5T1677661.31%
24
SRESempra
252,059$18.1T1643681.48%
25
ENBEnbridge Inc
468,413$16.8T1528148.32%
26
GBGlobal Blue Group Holding AG
2,771,206$14.5T1318286.09%
27
FTSFortis Inc/Canada
330,214$12.9T1175223.85%
28
BAMBrookfield Asset Management Lt
290,671$12.2T1108836.01%
29
GBDCGolub Capital BDC Inc
599,143$10.0T904549.46%
30
BNBrookfield Corp
235,648$9.9T895728.34%
31
FFC0Oaktree Specialty Lending Corp
485,400$9.5T866348.98%
32
TSLXSixth Street Specialty Lending
353,870$7.6T688454.90%
33
TPGTPG Inc
146,192$6.5T593254.02%
34
OBDCBlue Owl Capital Corp
407,693$6.3T569244.90%
35
FSKFS KKR Capital Corp
292,259$5.6T505973.95%
36
LTHLife Time Group Holdings Inc
277,777$4.3T391379.06%
37
PLDPrologis Inc
24,723$3.2T292272.82%
38
ELSEquity LifeStyle Properties In
25,414$1.6T148582.82%
39
MAAMid-America Apartment Communit
11,665$1.5T139342.72%
40
EPDEnterprise Products Partners L
20,358$594.0B53929.91%
41
NeueHealth Inc
88,645$576.2B52309.05%
42
ETEnergy Transfer LP
30,485$479.5B43533.59%
43
GONGeron Corp
120,090$396.3B35977.45%
44
PPLPembina Pipeline Corp
11,002$385.3B34978.37%
45
KMIKinder Morgan Inc
15,480$283.9B25773.87%
46
SAJACia de Saneamento Basico do Es
12,700$213.7B19404.28%
47
OKEONEOK Inc
2,576$206.5B18748.54%