C Partners Holding GmbH

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), C Partners Holding GmbH reported 12 stock positions worth $383.1 million. Its top holding was Fiserv (FISV) at 16.3% of the portfolio, followed by Microsoft (MSFT, 11.6%) and Alphabet Class A (GOOGL, 11.6%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 3 and reduced 3. The biggest buy was a new position in Thermo Fisher Scientific (TMO) and the biggest sale an exit from Cognizant Tech Solutions-A (CTSH).

Most Recent 13F
Q2 2026
Location
Zurich, V8
CIK
0001634083
Portfolio Value
$383.1M (Q1 2025)
SEC Filing
0000950123-25-005538 ↗ filed May 15, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $342.7M Q1 2024 Q2 2024: $346.7M Q2 2024 Q3 2024: $315.1M Q3 2024 Q4 2024: $400.8M Q4 2024 Q1 2025: $383.1M $383.1M Q1 2025 Q2 2025: $454.9M Q2 2025 Q3 2025: $381.2M Q3 2025 Q4 2025: $371.7M Q4 2025 Q1 2026: $316.7M Q1 2026 Q2 2026: $327.8M Q2 2026

Holdings 12 stocks · $383.1M
FISV Fiserv Inc. 16.32% 283,042 $62.5M No change
MSFT Microsoft Corp. 11.65% 118,883 $44.6M Add +10.2%
GOOGL Alphabet Inc. Class A 11.63% 288,212 $44.6M Add +7.0%
EFX Equifax Inc. 11.16% 175,490 $42.7M No change
BKNG Booking Holdings Inc. 10.69% 8,887 $40.9M Add +9.7%
GPN Global Payments Inc. 9.61% 376,135 $36.8M No change
TPR Tapestry Inc. 8.93% 486,092 $34.2M Reduce -6.4%
ALLE Allegion PLC 6.96% 204,403 $26.7M No change
TMO Thermo Fisher Scientific Inc. 5.68% 43,734 $21.8M New
WAT Waters Corp. 2.68% 27,819 $10.3M Reduce -32.0%
SPGI S&P Global Inc. 2.47% 18,641 $9.5M No change
BANCOLOMBIA S.A.-SPONS ADR 2.22% 211,098 $8.5M Reduce -68.8%

Portfolio Sells Q4 2024 → Q1 2025
CTSH Cognizant Tech Solutions-A Sold out 0.00% −3.15
BANCOLOMBIA S.A.-SPONS ADR Reduce -68.8% 2.22% −3.10
WAT Waters Corp. Reduce -32.0% 2.68% −1.11
TPR Tapestry Inc. Reduce -6.4% 8.93% +0.47

Portfolio Buys Q4 2024 → Q1 2025
TMO Thermo Fisher Scientific Inc. New 5.68% +5.68
BKNG Booking Holdings Inc. Add +9.7% 10.69% +0.64
MSFT Microsoft Corp. Add +10.2% 11.65% +0.30
GOOGL Alphabet Inc. Class A Add +7.0% 11.63% −1.09

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 9$327.8MTPR, MSFT, SPGI, ALLE, EFX
Q1 2026 7$316.7MTPR, MSFT, SPGI, ALLE, EFX
Q4 2025 8$371.7MMSFT, SPGI, EFX, ALLE, TPR
Q3 2025 10$381.2MMSFT, FISV, BKNG, ALLE, EFX
Q2 2025 12$454.9MMSFT, FISV, WAT, BKNG, EFX
Q1 2025 12$383.1MFISV, MSFT, GOOGL, EFX, BKNG
Q4 2024 12$400.8MFISV, GOOGL, MSFT, EFX, GPN
Q3 2024 12$315.1MFISV, GPN, BKNG, GOOGL, ALLE
Q2 2024 13$346.7MFISV, GOOGL, BKNG, GPN, CTSH
Q1 2024 13$342.7MFISV, GPN, GOOGL, CTSH, BKNG