C Partners Holding GmbH
Net buyer this quarter
$330M
9
+$16.3M
99.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TPR | $59.1M | 17.92% | 0.20% | -4.0% | Q4 2017 |
 MSFT | $55.7M | 16.87% | 0.00% | -4.0% | Q4 2014 |
 SPGI | $49.3M | 14.94% | 0.04% | -4.0% | Q4 2017 |
 ALLE | $47.5M | 14.40% | 0.40% | -4.0% | Q2 2024 |
 EFX | $39.6M | 11.99% | 0.21% | -4.0% | Q4 2017 |
 CMG | $31.8M | 9.63% | 0.07% | Not reported | Q4 2015 |
 SYK | $20.2M | 6.14% | 0.02% | Not reported | Q4 2014 |
 TMO | $14.3M | 4.33% | 0.01% | -56.4% | Q4 2014 |
 BKNG | $10.3M | 3.13% | 0.01% | -39.7% | Q1 2018 |
| Q1 2026 | |||||
| TPR | $59.4M | 18.73% | 0.21% | Not reported | Q4 2017 |
| MSFT | $57.5M | 18.15% | 0.00% | Not reported | Q4 2014 |
| SPGI | $53.6M | 16.92% | 0.04% | +9.2% | Q4 2017 |
| ALLE | $51.2M | 16.15% | 0.41% | Not reported | Q2 2024 |
| EFX | $46.7M | 14.75% | 0.22% | Not reported | Q4 2017 |
| TMO | $32.1M | 10.14% | 0.02% | +20.2% | Q4 2014 |
| BKNG | $16.2M | 5.11% | 0.01% | -27.7% | Q1 2018 |
| Q4 2025 | |||||
| MSFT | $75.2M | 20.22% | 0.00% | +12.7% | Q4 2014 |
| SPGI | $60.3M | 16.23% | 0.04% | +82.8% | Q4 2017 |
| EFX | $56.3M | 15.15% | 0.22% | +55.6% | Q4 2017 |
| ALLE | $56.1M | 15.09% | 0.41% | +32.1% | Q2 2024 |
| TPR | $53.7M | 14.46% | 0.21% | +12.7% | Q4 2017 |
| TMO | $31.5M | 8.48% | 0.01% | -8.5% | Q4 2014 |
| BKNG | $28.5M | 7.66% | 0.02% | -42.6% | Q1 2018 |
 FISV | $10.1M | 2.71% | 0.03% | -61.8% | Q4 2017 |
| Q3 2025 | |||||
| MSFT | $71.4M | 18.74% | 0.00% | Not reported | Q4 2014 |
| FISV | $50.7M | 13.31% | 0.07% | +18.3% | Q4 2017 |
| BKNG | $50M | 13.13% | 0.03% | Not reported | Q1 2018 |
| ALLE | $47.3M | 12.40% | 0.31% | Not reported | Q2 2024 |
| EFX | $42.8M | 11.22% | 0.14% | Not reported | Q4 2017 |
| TPR | $42.3M | 11.09% | 0.18% | -21.1% | Q4 2017 |
| SPGI | $30.8M | 8.07% | 0.02% | +204.2% | Q4 2017 |
| TMO | $28.8M | 7.56% | 0.02% | -26.0% | Q4 2014 |
 WAT | $10.4M | 2.72% | 0.06% | -77.6% | Q4 2014 |
 CIB | $6.71M | 1.76% | Not reported | Not reported | Q2 2025 |