Partners Group Holding AG holds a focused book of 50 stocks worth $1.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Clarivate PLC and trimmed TC Energy Corp. Their largest long position is Kindercare Learning Cos Inc at 13% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1534259/holdings"
Use Arkolith to show Partners Group Holding AG's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | KinderCare Learning Cos Inc Common Stock | $179.1M | 81.42M | 13.3% | —Held | |
| 2 | Apollo Global Management Inc Common Stock | $68.6M | 615.8K | 5.1% | ▲+7.6% Added · +43K sh | |
| 3 | Clarivate PLC Common Stock | $64.7M | 25.58M | 4.8% | ▲New New position | |
| 4 | Ares Management Corp Common Stock | $56.3M | 516.3K | 4.2% | ▲+18% Added · +79K sh | |
| 5 | Brookfield Corp Common Stock | $56.2M | 1.39M | 4.2% | ▲+5.2% Added · +68K sh | |
| 6 | American Tower Corp REIT | $56.1M | 324.9K | 4.1% | ▲+3.8% Added · +12K sh | |
| 7 | NU Holdings Ltd/Cayman Islands Common Stock | $48.2M | 3.36M | 3.6% | ▲23× Added · +3.2M sh | |
| 8 | Republic Services Inc Common Stock | $47.7M | 217.8K | 3.5% | ▲+3.3% Added · +7K sh | |
| 9 | TC Energy Corp Common Stock | $47.0M | 387.8K | 3.5% | ▼−10% Reduced · −44K sh | |
| 10 | Williams Cos Inc Common Stock | $46.2M | 635.1K | 3.4% | ▼−6.7% Reduced · −46K sh | |
| 11 | Atmos Energy Corp Common Stock | $44.0M | 238.2K | 3.3% | ▼−1.5% Reduced · −4K sh | |
| 12 | Equinix Inc REIT | $43.3M | 44.1K | 3.2% | —Held | |
| 13 | Blackstone Inc Common Stock | $42.7M | 371.7K | 3.2% | ▲+11% Added · +38K sh | |
| 14 | KKR & Co Inc Common Stock | $41.6M | 450.1K | 3.1% | ▲+10% Added · +42K sh | |
| 15 | Union Pacific Corp Common Stock | $40.6M | 167.3K | 3.0% | ▼−0.3% Reduced · −468 sh | |
| 16 | Waste Management Inc Common Stock | $40.0M | 173.9K | 3.0% | ▼−0.9% Reduced · −2K sh | |
| 17 | Sempra Common Stock | $39.9M | 410.6K | 3.0% | ▼−0.1% Reduced · −494 sh | |
| 18 | American Water Works Co Inc Common Stock | $39.3M | 289.1K | 2.9% | ▼−5.9% Reduced · −18K sh | |
| 19 | Canadian Pacific Kansas City L Common Stock | $38.6M | 253.1K | 2.9% | ▼−4.0% Reduced · −11K sh | |
| 20 | CMS Energy Corp Common Stock | $38.6M | 497.3K | 2.9% | ▼−0.2% Reduced · −943 sh | |
| 21 | CSX Corp Common Stock | $36.6M | 892.4K | 2.7% | ▼−0.8% Reduced · −7K sh | |
| 22 | Old Dominion Freight Line Inc Common Stock | $36.0M | 184.0K | 2.7% | ▼−5.4% Reduced · −11K sh | |
| 23 | Ferrovial SE Common Stock | $25.9M | 538.1K | 1.9% | ▲+1.2% Added · +6K sh | |
| 24 | Enbridge Inc Common Stock | $25.0M | 238.2K | 1.9% | ▼−7.3% Reduced · −19K sh | |
| 25 | SBA Communications Corp REIT | $23.8M | 138.4K | 1.8% | ▲+12% Added · +14K sh | |
| 26 | TPG Inc Common Stock | $20.4M | 504.4K | 1.5% | ▲+19% Added · +81K sh | |
| 27 | Blue Owl Capital Inc Common Stock | $19.9M | 2.18M | 1.5% | ▼−21% Reduced · −569K sh | |
| 28 | Brookfield Asset Management Lt Common Stock | $13.7M | 308.1K | 1.0% | ▲+33% Added · +76K sh | |
| 29 | ArcBest Corp Common Stock | $9.7M | 98.8K | 0.7% | ▼−33% Reduced · −49K sh | |
| 30 | Kinder Morgan Inc Common Stock | $8.8M | 262.2K | 0.7% | ▼−10% Reduced · −30K sh | |
| 31 | Life Time Group Holdings Inc Common Stock | $7.5M | 277.8K | 0.6% | —Held | |
| 32 | ADT Inc Common Stock | $7.3M | 1.11M | 0.5% | —Held | |
| 33 | XPO Inc Common Stock | $6.0M | 30.9K | 0.4% | ▼−26% Reduced · −11K sh | |
| 34 | Royalty Pharma PLC Common Stock | $4.2M | 87.1K | 0.3% | ▲+75% Added · +37K sh | |
| 35 | Restaurant Brands International Common Stock | $4.0M | 53.7K | 0.3% | ▲+118% Added · +29K sh | |
| 36 | Marriott International Inc Common Stock | $3.2M | 9.8K | 0.2% | ▲+82% Added · +4K sh | |
| 37 | Warner Music Group Corp Common Stock | $2.3M | 91.1K | 0.2% | ▲+98% Added · +45K sh | |
| 38 | ARM Holdings PLC ADR | $2.3M | 14.9K | 0.2% | ▲+104% Added · +8K sh | |
| 39 | McDonald's Corp Common Stock | $2.2M | 7.0K | 0.2% | ▲+101% Added · +4K sh | |
| 40 | Wheaton Precious Metals Corp Common Stock | $1.8M | 13.9K | 0.1% | ▲+76% Added · +6K sh | |
| 41 | Sony Group Corp ADR | $1.8M | 87.9K | 0.1% | ▲+144% Added · +52K sh | |
| 42 | Royal Gold Inc Common Stock | $1.8M | 7.0K | 0.1% | ▲+66% Added · +3K sh | |
| 43 | Grupo Aeroportuario del Centro ADR | $1.6M | 14.4K | 0.1% | —Held | |
| 44 | Hilton Worldwide Holdings Inc Common Stock | $1.6M | 5.4K | 0.1% | ▲+92% Added · +3K sh | |
| 45 | Domino's Pizza Inc Common Stock | $1.2M | 3.4K | 0.1% | ▲+134% Added · +2K sh | |
| 46 | Grupo Aeroportuario del Surest ADR | $1.2M | 3.4K | 0.1% | ▲New New position | |
| 47 | Dolby Laboratories Inc Common Stock | $1.1M | 18.9K | 0.1% | ▲+108% Added · +10K sh | |
| 48 | Pembina Pipeline Corp Common Stock | $805K | 9.3K | 0.1% | —Held | |
| 49 | InterDigital Inc Common Stock | $483K | 1.6K | 0.0% | ▲+69% Added · +654 sh | |
| 50 | Oneok Inc Common Stock | $223K | 2.5K | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.