C Partners Holding GmbH
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), C Partners Holding GmbH reported 12 stock positions worth $454.9 million. Its top holding was Microsoft (MSFT) at 15.1% of the portfolio, followed by Fiserv (FISV, 12.6%) and Waters (WAT, 11.8%). Compared with Q1 2025, it added to 7 and reduced 5. The biggest buy was Waters (WAT, shares +455%) and the biggest sale Alphabet Class A (GOOGL, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- Zurich, V8
- CIK
- 0001634083
- Portfolio Value
- $454.9M (Q2 2025)
- SEC Filing
- 0000950123-25-008117 ↗ filed Aug 14, 2025
Holdings Value
Holdings 12 stocks · $454.9M
| MSFT Microsoft Corp. | 15.08% | 137,946 | $68.6M | Add +16.0% |
| FISV Fiserv Inc. | 12.61% | 332,612 | $57.3M | Add +17.5% |
| WAT Waters Corp. | 11.84% | 154,360 | $53.9M | Add +454.9% |
| BKNG Booking Holdings Inc. | 11.80% | 9,269 | $53.7M | Add +4.3% |
| EFX Equifax Inc. | 9.51% | 166,811 | $43.3M | Reduce -5.0% |
| TPR Tapestry Inc. | 9.13% | 473,172 | $41.5M | Reduce -2.7% |
| ALLE Allegion PLC | 8.45% | 266,648 | $38.4M | Add +30.4% |
| TMO Thermo Fisher Scientific Inc. | 7.16% | 80,364 | $32.6M | Add +83.8% |
| GPN Global Payments Inc. | 5.74% | 325,986 | $26.1M | Reduce -13.3% |
| GOOGL Alphabet Inc. Class A | 4.96% | 128,109 | $22.6M | Reduce -55.5% |
| SPGI S&P Global Inc. | 2.41% | 20,771 | $11.0M | Add +11.4% |
| CIB Grupo Cibest SA-ADR | 1.31% | 129,246 | $6.0M | Reduce -38.8% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| WAT Waters Corp. | Add +454.9% | 11.84% | +9.17 |
| MSFT Microsoft Corp. | Add +16.0% | 15.08% | +3.43 |
| ALLE Allegion PLC | Add +30.4% | 8.45% | +1.49 |
| TMO Thermo Fisher Scientific Inc. | Add +83.8% | 7.16% | +1.48 |
| BKNG Booking Holdings Inc. | Add +4.3% | 11.80% | +1.11 |
| SPGI S&P Global Inc. | Add +11.4% | 2.41% | −0.06 |
| FISV Fiserv Inc. | Add +17.5% | 12.61% | −3.71 |
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 |