Partners Group Holding Ag Top Holdings and 13F Report (2025) About Partners Group Holding AgInvestment ActivityPartners Group Holding Ag has $2.13 billion in total holdings as of June 30, 2025.Partners Group Holding Ag owns shares of 40 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 1.80% of the portfolio was purchased this quarter.About 11.88% of the portfolio was sold this quarter.This quarter, Partners Group Holding Ag has purchased 43 new stocks and bought additional shares in 9 stocks.Partners Group Holding Ag sold shares of 22 stocks and completely divested from 5 stocks this quarter.Largest Holdings KinderCare Learning Companies $822,329,234Clarivate PLC $110,007,154Apollo Global Management $89,203,600American Tower $73,240,281Ares Management $61,227,932 Largest New Holdings this Quarter 983793100 - XPO $7,269,631 Holding682680103 - ONEOK $201,626 Holding Largest Purchases this Quarter Blue Owl Capital 892,582 shares (about $17.15M)XPO 57,563 shares (about $7.27M)Old Dominion Freight Line 31,547 shares (about $5.12M)Apollo Global Management 27,613 shares (about $3.92M)ArcBest 27,797 shares (about $2.14M) Largest Sales this Quarter NU 4,642,407 shares (about $63.69M)ADT 1,517,481 shares (about $12.85M)CSX 376,346 shares (about $12.28M)TC Energy 230,508 shares (about $11.23M)Republic Services 38,300 shares (about $9.45M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPartners Group Holding Ag Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorKLCKinderCare Learning Companies$822,329,2340.0%81,418,73638.7%Consumer DiscretionaryClarivate PLC$110,007,1540.0%25,583,0595.2%Common StockAPOApollo Global Management$89,203,600$3,917,456 ▲4.6%628,7704.2%FinanceAMTAmerican Tower$73,240,281$9,348,041 ▼-11.3%331,3743.4%FinanceARESAres Management$61,227,932$5,685,463 ▼-8.5%353,5102.9%FinanceKKRKKR & Co. Inc.$60,251,016$5,547,750 ▼-8.4%452,9132.8%FinanceAWKAmerican Water Works$58,137,269$6,470,006 ▼-10.0%417,9232.7%UtilitiesBXBlackstone$53,220,863$710,804 ▲1.4%355,8022.5%FinanceRSGRepublic Services$51,954,315$9,445,163 ▼-15.4%210,6742.4%Business ServicesATOAtmos Energy$49,799,876$6,687,912 ▼-11.8%323,1452.3%UtilitiesUNPUnion Pacific$49,272,092$8,258,952 ▼-14.4%214,1522.3%TransportationWMBWilliams Companies$48,002,103$1,701,397 ▼-3.4%764,2432.3%EnergyCNICanadian National Railway$43,509,818$6,316,282 ▼-12.7%418,3812.0%TransportationCMSCMS Energy$42,396,727$4,858,883 ▼-10.3%611,9622.0%UtilitiesBNBrookfield$40,526,161$719,687 ▼-1.7%655,2331.9%FinanceWMWaste Management$37,503,140$5,137,467 ▼-12.0%163,8981.8%Business ServicesARCCAres Capital$37,030,467$736,538 ▲2.0%1,686,2691.7%FinanceEQIXEquinix$36,766,623$4,428,381 ▼-10.7%46,2201.7%FinanceSRESempra Energy$35,210,774$6,319,521 ▼-15.2%464,7061.7%UtilitiesFerrovial SE$34,930,431$8,323,033 ▼-19.2%657,5021.6%Common StockOWLBlue Owl Capital$34,402,478$17,146,500 ▲99.4%1,790,8631.6%FinanceSBACSBA Communications$32,008,222$6,656,070 ▼-17.2%136,2981.5%FinanceCCICrown Castle$28,757,106$3,024,268 ▼-9.5%279,9291.4%FinanceTPGTPG$26,863,998$872,820 ▼-3.1%512,1831.3%FinanceCSXCSX$26,150,661$12,280,170 ▼-32.0%801,4301.2%TransportationODFLOld Dominion Freight Line$26,075,280$5,120,078 ▲24.4%160,6611.2%TransportationTRPTC Energy$25,219,046$11,231,572 ▼-30.8%517,5761.2%EnergyADTADT$21,158,084$12,853,063 ▼-37.8%2,498,0031.0%IndustrialsGlobal Blue Group Holding AG$20,700,9090.0%2,771,2061.0%Common StockENBEnbridge$13,998,103$920,830 ▲7.0%309,2920.7%EnergyARCBArcBest$11,357,127$2,140,647 ▲23.2%147,4760.5%TransportationLTHLife Time Group$8,424,9760.0%277,7770.4%Consumer DiscretionaryXPOXPO$7,269,631$7,269,631 ▲New Holding57,5630.3%TransportationKMIKinder Morgan$5,845,9840.0%198,8430.3%EnergyNUNU$2,116,708$63,693,828 ▼-96.8%154,2790.1%FinanceBHGBright Health Group$611,6500.0%88,6450.0%MedicalEPDEnterprise Products Partners$599,237$82,704 ▲16.0%19,3240.0%EnergyETEnergy Transfer$467,935$46,014 ▲10.9%25,8100.0%EnergyPBAPembina Pipeline$347,3910.0%9,2700.0%EnergyOKEONEOK$201,626$201,626 ▲New Holding2,4700.0%EnergyGBDCGolub Capital BDC$0$30,294,020 ▼-100.0%00.0%FinanceCGCarlyle Group$0$13,360,161 ▼-100.0%00.0%FinanceOBDCBlue Owl Capital$0$6,640,628 ▼-100.0%00.0%FinanceTempus AI Inc$0$1,948,800 ▼-100.0%00.0%Common StockFTSFortis$0$570,179 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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