Partners Group Holding AG 13F 持仓 · 2026年Q2
Partners Group Holding 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 52 只证券，申报市值合计 14.67 亿美元。前几大持仓：KLC（23.59%）、APO（4.11%）、ARES（4.07%）。本季前 25 大持仓中：增持 1 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | KLC | KinderCare Learning Cos Inc | $346.0M | 23.59% | 81.4M | 持平 |
| 2 | APO | Apollo Global Management Inc | $60.3M | 4.11% | 509,278 | 减持 |
| 3 | ARES | Ares Management Corp | $59.8M | 4.07% | 536,811 | 增持 |
| 4 | CLVT | Clarivate PLC | $55.3M | 3.77% | 25.6M | 持平 |
| 5 | BN | Brookfield Corp | $55.0M | 3.75% | 1.3M | 减持 |
| 6 | AMT | American Tower Corp | $52.0M | 3.54% | 317,617 | 减持 |
| 7 | EQIX | Equinix Inc | $46.0M | 3.14% | 44,127 | 持平 |
| 8 | RSG | Republic Services Inc | $45.6M | 3.11% | 213,878 | 减持 |
| 9 | NU | NU Holdings Ltd/Cayman Islands | $44.9M | 3.06% | 3.4M | 持平 |
| 10 | BX | Blackstone Inc | $42.3M | 2.88% | 359,105 | 减持 |
| 11 | UNP | Union Pacific Corp | $42.1M | 2.87% | 154,904 | 减持 |
| 12 | WMB | Williams Cos Inc/The | $41.3M | 2.81% | 555,236 | 减持 |
| 13 | KKR | KKR & Co Inc | $40.2M | 2.74% | 437,867 | 减持 |
| 14 | ATO | Atmos Energy Corp | $39.8M | 2.71% | 230,844 | 减持 |
| 15 | WM | Waste Management Inc | $37.7M | 2.57% | 169,284 | 减持 |
| 16 | SRE | Sempra | $37.2M | 2.53% | 400,785 | 减持 |
| 17 | AWK | American Water Works Co Inc | $37.0M | 2.52% | 281,215 | 减持 |
| 18 | CMS | CMS Energy Corp | $37.0M | 2.52% | 483,770 | 减持 |
| 19 | FER | Ferrovial NV | $36.1M | 2.46% | 521,376 | 减持 |
| 20 | CSX | CSX Corp | $33.0M | 2.25% | 693,580 | 减持 |
| 21 | ODFL | Old Dominion Freight Line Inc | $32.5M | 2.22% | 150,084 | 减持 |
| 22 | TRP | TC Energy Corp | $24.1M | 1.65% | 365,338 | 减持 |
| 23 | SBAC | SBA Communications Corp | $22.4M | 1.53% | 127,069 | 减持 |
| 24 | CP | Canadian Pacific Kansas City L | $21.1M | 1.44% | 243,940 | 减持 |
| 25 | TPG | TPG Inc | $19.9M | 1.35% | 489,809 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR