Cyrill Wipfli

Partners Group Holding as of Dec. 31, 2025

Portfolio Holdings for Partners Group Holding

Partners Group Holding holds 49 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
KinderCare Learning Cos Common Stock (KLC) 23.8 $352M 81M 4.32
Clarivate Common Stock 5.8 $85M 26M 3.34
Apollo Global Management Common Stock (APO) 5.6 $83M 573k 144.76
Ares Management Corp Common Stock (ARES) 4.8 $71M 437k 161.63
Brookfield Corp Common Stock (BN) 4.1 $61M 1.3M 45.89
American Tower Corp Reit (AMT) 3.7 $55M 313k 175.57
KKR & Co Common Stock (KKR) 3.5 $52M 408k 127.48
Blackstone Common Stock (BX) 3.5 $52M 334k 154.14
Republic Services Common Stock (RSG) 3.0 $45M 211k 211.93
Blue Owl Capital Common Stock (OWL) 2.8 $41M 2.7M 14.94
Williams Cos Inc/The Common Stock (WMB) 2.8 $41M 681k 60.11
Atmos Energy Corp Common Stock (ATO) 2.7 $41M 242k 167.63
American Water Works Common Stock (AWK) 2.7 $40M 307k 130.50
Union Pacific Corp Common Stock (UNP) 2.6 $39M 168k 231.32
Waste Management Common Stock (WM) 2.6 $39M 176k 219.71
Sempra Common Stock (SRE) 2.5 $36M 411k 88.29
CMS Energy Corp Common Stock (CMS) 2.4 $35M 498k 69.93
Ferrovial SE Common Stock (FER) 2.3 $34M 532k 64.76
Equinix Reit (EQIX) 2.3 $34M 44k 766.16
CSX Corp Common Stock (CSX) 2.2 $33M 899k 36.25
Old Dominion Freight Line Common Stock (ODFL) 2.1 $31M 195k 156.80
TPG Common Stock (TPG) 1.8 $27M 423k 63.84
SBA Communications Corp Reit (SBAC) 1.6 $24M 124k 193.43
TC Energy Corp Common Stock (TRP) 1.6 $24M 432k 54.98
Canadian Pacific Kansas City L Common Stock (CP) 1.3 $19M 264k 73.50
Enbridge Common Stock (ENB) 0.8 $12M 257k 47.78
Brookfield Asset Management Lt Common Stock (BAM) 0.8 $12M 232k 52.39
ArcBest Corp Common Stock (ARCB) 0.7 $11M 148k 74.19
Adt Common Stock (ADT) 0.6 $9.0M 1.1M 8.07
Kinder Morgan Common Stock (KMI) 0.5 $8.0M 292k 27.49
Life Time Group Holdings Common Stock (LTH) 0.5 $7.4M 278k 26.58
Toast Common Stock (TOST) 0.4 $6.6M 185k 35.51
Xpo Common Stock (XPO) 0.4 $5.7M 42k 135.91
NU Holdings Ltd/Cayman Islands Common Stock (NU) 0.2 $2.4M 145k 16.74
Royalty Pharma Common Stock (RPRX) 0.1 $1.9M 50k 38.64
Restaurant Brands Internationa Common Stock (QSR) 0.1 $1.7M 25k 68.23
Marriott International Common Stock (MAR) 0.1 $1.7M 5.4k 310.24
Grupo Aeroportuario del Centro Adr (OMAB) 0.1 $1.6M 14k 108.77
Warner Music Group Corp Common Stock (WMG) 0.1 $1.4M 46k 30.67
McDonald's Corp Common Stock (MCD) 0.1 $1.1M 3.5k 305.63
Royal Gold Common Stock (RGLD) 0.1 $935k 4.2k 222.29
Wheaton Precious Metals Corp Common Stock (WPM) 0.1 $932k 7.9k 117.52
Sony Group Corp Adr (SONY) 0.1 $922k 36k 25.60
Hilton Worldwide Holdings Common Stock (HLT) 0.1 $803k 2.8k 287.25
ARM Holdings Adr (ARM) 0.1 $798k 7.3k 109.31
Domino's Pizza Common Stock (DPZ) 0.0 $612k 1.5k 416.82
Dolby Laboratories Common Stock (DLB) 0.0 $585k 9.1k 64.22
Pembina Pipeline Corp Common Stock (PBA) 0.0 $353k 9.3k 38.07
InterDigital Common Stock (IDCC) 0.0 $301k 945.00 318.38