C Partners Holding GmbH

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), C Partners Holding GmbH reported 8 stock positions worth $371.7 million. Its top holding was Microsoft (MSFT) at 20.2% of the portfolio, followed by S&P Global (SPGI, 16.2%) and Equifax (EFX, 15.1%). Compared with Q3 2025, it sold out of 2, added to 5 and reduced 3. The biggest buy was S&P Global (SPGI, shares +83%) and the biggest sale Fiserv (FISV, shares −62%).

Most Recent 13F
Q2 2026
Location
Zurich, V8
CIK
0001634083
Portfolio Value
$371.7M (Q4 2025)
SEC Filing
0001193125-26-053266 ↗ filed Feb 17, 2026

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 Q3 2025 Q4 2025: $371.7M $371.7M Q4 2025 Q1 2026: $316.7M Q1 2026 Q2 2026: $327.8M Q2 2026

Holdings 8 stocks · $371.7M
MSFT Microsoft Corp. 20.22% 155,398 $75.2M Add +12.7%
SPGI S&P Global Inc. 16.23% 115,472 $60.3M Add +82.8%
EFX Equifax Inc. 15.15% 259,534 $56.3M Add +55.6%
ALLE Allegion PLC 15.09% 352,279 $56.1M Add +32.1%
TPR Tapestry Inc. 14.46% 420,653 $53.7M Add +12.7%
TMO Thermo Fisher Scientific Inc. 8.48% 54,399 $31.5M Reduce -8.5%
BKNG Booking Holdings Inc. 7.66% 5,318 $28.5M Reduce -42.6%
FISV Fiserv Inc. 2.71% 150,129 $10.1M Reduce -61.8%

Portfolio Sells Q3 2025 → Q4 2025
FISV Fiserv Inc. Reduce -61.8% 2.71% −10.59
BKNG Booking Holdings Inc. Reduce -42.6% 7.66% −5.47
WAT Waters Corp. Sold out 0.00% −2.72
CIB Grupo Cibest SA-ADR Sold out 0.00% −1.76
TMO Thermo Fisher Scientific Inc. Reduce -8.5% 8.48% +0.92

Portfolio Buys Q3 2025 → Q4 2025
SPGI S&P Global Inc. Add +82.8% 16.23% +8.17
EFX Equifax Inc. Add +55.6% 15.15% +3.92
TPR Tapestry Inc. Add +12.7% 14.46% +3.37
ALLE Allegion PLC Add +32.1% 15.09% +2.68
MSFT Microsoft Corp. Add +12.7% 20.22% +1.48

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