In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), C Partners Holding GmbH reported 9 stock positions worth $327.8 million . Its top holding was Tapestry (TPR) at 18.0% of the portfolio, followed by Microsoft (MSFT, 17.0% ) and S&P Global (SPGI, 15.0% ). Compared with Q1 2026, it opened 2 new positions and reduced 7. The biggest buy was a new position in Chipotle Mexican Grill (CMG) and the biggest sale Thermo Fisher Scientific (TMO, shares −56% ).
Location Zurich, V8
CIK 0001634083
Portfolio Value $327.8M (Q2 2026) Holdings 9 stocks · $327.8M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 TPR Tapestry Inc. 403,882 $59.1M Reduce -4.0% MSFT Microsoft Corp. 149,202 $55.7M Reduce -4.0% SPGI S&P Global Inc. 121,062 $49.3M Reduce -4.0% ALLE Allegion PLC 338,233 $47.5M Reduce -4.0% EFX Equifax Inc. 249,186 $39.6M Reduce -4.0% CMG Chipotle Mexican Grill Inc. 934,887 $31.8M New SYK Stryker Corp. 64,291 $20.2M New TMO Thermo Fisher Scientific Inc. 28,477 $14.3M Reduce -56.4% BKNG Booking Holdings Inc. 57,927 $10.3M Reduce -39.7%
Options reported separately and not counted above: COINBASE GLOBAL INC puts ($575K), PALANTIR TECHNOLOGIES INC puts ($461K), SUPER MICRO COMPUTER INC puts ($421K), ALBEMARLE CORP puts ($265K), CARVANA CO puts ($228K), PFIZER INC puts ($203K).
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ TMO Thermo Fisher Scientific Inc. Reduce -56.4% 4.36% −5.79 EFX Equifax Inc. Reduce -4.0% 12.07% −2.69 BKNG Booking Holdings Inc. Reduce -39.7% 3.15% −1.96 SPGI S&P Global Inc. Reduce -4.0% 15.04% −1.89 ALLE Allegion PLC Reduce -4.0% 14.50% −1.66 MSFT Microsoft Corp. Reduce -4.0% 16.98% −1.18 TPR Tapestry Inc. Reduce -4.0% 18.04% −0.70
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ CMG Chipotle Mexican Grill Inc. New 9.70% +9.70 SYK Stryker Corp. New 6.18% +6.18
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ COINBASE GLOBAL INC put New 175 $575K PALANTIR TECHNOLOGIES INC put New 224 $461K SUPER MICRO COMPUTER INC put New 386 $421K ALBEMARLE CORP put New 95 $265K CARVANA CO put New 469 $228K PFIZER INC put New 1,200 $203K SMCI Super Micro Computer Inc. put Sold out 212 $202Kbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 9 $327.8M TPR, MSFT, SPGI, ALLE, EFX Q1 2026 7 $316.7M TPR, MSFT, SPGI, ALLE, EFX Q4 2025 8 $371.7M MSFT, SPGI, EFX, ALLE, TPR Q3 2025 10 $381.2M MSFT, FISV, BKNG, ALLE, EFX Q2 2025 12 $454.9M MSFT, FISV, WAT, BKNG, EFX Q1 2025 12 $383.1M FISV, MSFT, GOOGL, EFX, BKNG Q4 2024 12 $400.8M FISV, GOOGL, MSFT, EFX, GPN Q3 2024 12 $315.1M FISV, GPN, BKNG, GOOGL, ALLE Q2 2024 13 $346.7M FISV, GOOGL, BKNG, GPN, CTSH Q1 2024 13 $342.7M FISV, GPN, GOOGL, CTSH, BKNG