C Partners Holding GmbH

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), C Partners Holding GmbH reported 7 stock positions worth $316.7 million. Its top holding was Tapestry (TPR) at 18.7% of the portfolio, followed by Microsoft (MSFT, 18.2%) and S&P Global (SPGI, 16.9%). Compared with Q4 2025, it sold out of 1, added to 2 and reduced 1. The biggest buy was Thermo Fisher Scientific (TMO, shares +20%) and the biggest sale an exit from Fiserv (FISV).

Most Recent 13F
Q2 2026
Location
Zurich, V8
CIK
0001634083
Portfolio Value
$316.7M (Q1 2026)
SEC Filing
0001193125-26-225492 ↗ filed May 15, 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 Q4 2025 Q1 2026: $316.7M $316.7M Q1 2026 Q2 2026: $327.8M Q2 2026

Holdings 7 stocks · $316.7M
TPR Tapestry Inc. 18.74% 420,653 $59.4M No change
MSFT Microsoft Corp. 18.16% 155,398 $57.5M No change
SPGI S&P Global Inc. 16.93% 126,089 $53.6M Add +9.2%
ALLE Allegion PLC 16.16% 352,279 $51.2M No change
EFX Equifax Inc. 14.75% 259,534 $46.7M No change
TMO Thermo Fisher Scientific Inc. 10.14% 65,362 $32.1M Add +20.1%
BKNG Booking Holdings Inc. 5.11% 3,845 $16.2M Reduce -27.7%

Options reported separately and not counted above: SMCI puts ($202K).

Portfolio Sells Q4 2025 → Q1 2026
FISV Fiserv Inc. Sold out 0.00% −2.71
BKNG Booking Holdings Inc. Reduce -27.7% 5.11% −2.55

Portfolio Buys Q4 2025 → Q1 2026
TMO Thermo Fisher Scientific Inc. Add +20.1% 10.14% +1.66
SPGI S&P Global Inc. Add +9.2% 16.93% +0.70

Options Activity Q4 2025 → Q1 2026
SMCI Super Micro Computer Inc. put New 212 $202K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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