Partners Group Holding Ag Top Holdings and 13F Report (2025) About Partners Group Holding AgInvestment ActivityPartners Group Holding Ag has $2.39 billion in total holdings as of March 31, 2025.Partners Group Holding Ag owns shares of 43 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 11.35% of the portfolio was purchased this quarter.About 7.07% of the portfolio was sold this quarter.This quarter, Partners Group Holding Ag has purchased 44 new stocks and bought additional shares in 24 stocks.Partners Group Holding Ag sold shares of 8 stocks and completely divested from 4 stocks this quarter.Largest Holdings KinderCare Learning Companies, Inc. (KC Holdco) $943,643,150Clarivate PLC $100,541,422Apollo Global Management $82,322,440American Tower $81,310,374American Water Works $68,513,156 Largest New Holdings this Quarter G21810909 - Clarivate PLC $100,541,422 HoldingH22700107 - Global Blue Group Holding AG $20,396,076 Holding88023B103 - Tempus AI Inc $1,948,800 Holding Largest Purchases this Quarter Clarivate PLC 25,583,059 shares (about $100.54M)Sempra 292,123 shares (about $20.85M)Global Blue Group Holding AG 2,771,206 shares (about $20.40M)Ares Management 134,778 shares (about $19.76M)KKR & Co. Inc. 121,564 shares (about $14.05M) Largest Sales this Quarter Republic Services 30,493 shares (about $7.38M)Union Pacific 10,476 shares (about $2.47M)The Carlyle Group 34,027 shares (about $1.48M)American Tower 4,923 shares (about $1.07M)Enbridge 10,526 shares (about $471.64K) 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, Inc. (KC Holdco)$943,643,1500.0%81,418,73639.5%Consumer DiscretionaryClarivate PLC$100,541,422$100,541,422 ▲New Holding25,583,0594.2%Common StockAPOApollo Global Management$82,322,440$5,718,204 ▲7.5%601,1573.4%FinanceAMTAmerican Tower$81,310,374$1,071,245 ▼-1.3%373,6693.4%FinanceAWKAmerican Water Works$68,513,156$2,231,240 ▲3.4%464,4332.9%UtilitiesRSGRepublic Services$60,291,544$7,384,185 ▼-10.9%248,9742.5%Business ServicesUNPUnion Pacific$59,071,340$2,474,850 ▼-4.0%250,0482.5%TransportationKKRKKR & Co. Inc.$57,182,556$14,054,014 ▲32.6%494,6162.4%FinanceATOAtmos Energy$56,660,062$13,855,005 ▲32.4%366,5422.4%UtilitiesARESAres Management$56,640,721$19,759,803 ▲53.6%386,3362.4%FinanceCMSCMS Energy$51,232,231$1,828,703 ▲3.7%682,0962.1%UtilitiesNUNU$49,118,0650.0%4,796,6862.1%FinanceBXBlackstone$49,069,769$11,730,477 ▲31.4%351,0502.1%FinanceWMBWilliams Companies$47,289,941$367,763 ▲0.8%791,3312.0%EnergyCNICanadian National Railway$47,203,450$7,633,072 ▲19.3%479,1172.0%TransportationWMWaste Management$43,141,889$1,618,023 ▲3.9%186,3501.8%Business ServicesEQIXEquinix$42,224,530$4,050,659 ▲10.6%51,7871.8%FinanceSRESempra$39,113,130$20,845,897 ▲114.1%548,1101.6%UtilitiesARCCAres Capital$36,624,475$1,244,040 ▲3.5%1,652,7291.5%FinanceFerrovial SE$36,620,242$829,363 ▲2.3%814,1681.5%Common StockSBACSBA Communications$36,222,666$3,622,685 ▲11.1%164,6411.5%FinanceTRPTC Energy$35,767,072$6,676,073 ▲22.9%748,0841.5%EnergyBNBrookfield$34,950,604$8,370,034 ▲31.5%666,8691.5%FinanceCSXCSX$34,661,948$129,021 ▼-0.4%1,177,7761.5%TransportationADTADT$32,686,0390.0%4,015,4841.4%IndustrialsCCICrown Castle$32,245,427$1,083,784 ▲3.5%309,3681.3%FinanceGBDCGolub Capital BDC$30,294,020$2,731,952 ▲9.9%2,000,9261.3%FinanceTPGTPG$25,082,122$8,706,725 ▲53.2%528,8241.0%FinanceODFLOld Dominion Freight Line$21,361,911$4,528,697 ▲26.9%129,1140.9%TransportationGlobal Blue Group Holding AG$20,396,076$20,396,076 ▲New Holding2,771,2060.9%Common StockOWLBlue Owl Capital$18,001,551$2,347,666 ▲15.0%898,2810.8%FinanceCGThe Carlyle Group$13,360,161$1,483,237 ▼-10.0%306,4960.6%FinanceENBEnbridge$12,946,953$471,644 ▼-3.5%288,9460.5%EnergyARCBArcBest$8,446,944$2,891,380 ▲52.0%119,6790.4%TransportationLTHLife Time Group$8,388,8650.0%277,7770.4%Consumer DiscretionaryOBDCBlue Owl Capital$6,640,628$1,702,378 ▲34.5%452,9760.3%FinanceKMIKinder Morgan$5,672,991$450,318 ▼-7.4%198,8430.2%EnergyTempus AI Inc$1,948,800$1,948,800 ▲New Holding40,3980.1%Common StockBHGBright Health Group$599,2400.0%88,6450.0%MedicalFTSFortis$570,1790.0%12,3640.0%UtilitiesEPDEnterprise Products Partners$568,6700.0%16,6570.0%EnergyETEnergy Transfer$432,626$19,891 ▼-4.4%23,2720.0%EnergyPBAPembina Pipeline$375,3880.0%9,2700.0%EnergyCLVTClarivate$0$129,961,940 ▼-100.0%00.0%Computer and TechnologyGBGlobal Blue Group$0$19,204,458 ▼-100.0%00.0%Business ServicesFSKFS KKR Capital$0$5,816,768 ▼-100.0%00.0%FinanceSSentinelOne$0$507,070 ▼-100.0%00.0%Computer and TechnologyShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
