C Partners Holding GmbH

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), C Partners Holding GmbH reported 10 stock positions worth $381.2 million. Its top holding was Microsoft (MSFT) at 18.7% of the portfolio, followed by Fiserv (FISV, 13.3%) and Booking (BKNG, 13.1%). Compared with Q2 2025, it sold out of 2, added to 2 and reduced 3. The biggest buy was S&P Global (SPGI, shares +204%) and the biggest sale Waters (WAT, shares −78%).

Most Recent 13F
Q2 2026
Location
Zurich, V8
CIK
0001634083
Portfolio Value
$381.2M (Q3 2025)
SEC Filing
0001193125-25-281884 ↗ filed Nov 14, 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 Q1 2025 Q2 2025: $454.9M Q2 2025 Q3 2025: $381.2M $381.2M Q3 2025 Q4 2025: $371.7M Q4 2025 Q1 2026: $316.7M Q1 2026 Q2 2026: $327.8M Q2 2026

Holdings 10 stocks · $381.2M
MSFT Microsoft Corp. 18.74% 137,946 $71.4M No change
FISV Fiserv Inc. 13.30% 393,422 $50.7M Add +18.3%
BKNG Booking Holdings Inc. 13.13% 9,269 $50.0M No change
ALLE Allegion PLC 12.40% 266,648 $47.3M No change
EFX Equifax Inc. 11.22% 166,811 $42.8M No change
TPR Tapestry Inc. 11.09% 373,411 $42.3M Reduce -21.1%
SPGI S&P Global Inc. 8.07% 63,186 $30.8M Add +204.2%
TMO Thermo Fisher Scientific Inc. 7.56% 59,443 $28.8M Reduce -26.0%
WAT Waters Corp. 2.72% 34,563 $10.4M Reduce -77.6%
CIB Grupo Cibest SA-ADR 1.76% 129,246 $6.7M No change

Portfolio Sells Q2 2025 → Q3 2025
WAT Waters Corp. Reduce -77.6% 2.72% −9.13
GPN Global Payments Inc. Sold out 0.00% −5.74
GOOGL Alphabet Inc. Class A Sold out 0.00% −4.96
TMO Thermo Fisher Scientific Inc. Reduce -26.0% 7.56% +0.40
TPR Tapestry Inc. Reduce -21.1% 11.09% +1.96

Portfolio Buys Q2 2025 → Q3 2025
SPGI S&P Global Inc. Add +204.2% 8.07% +5.66
FISV Fiserv Inc. Add +18.3% 13.30% +0.70

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