Partners Group Holding AG Q2 2024 Filing

Filed August 1, 2024

Portfolio Value

$1.3B

Holdings

46

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (46 positions)

#StockSharesValue% PortfolioType
1
CLVTClarivate PLC
25,583,059$145.6T10967717.60%
2
AONAon PLC
338,985$99.5T7498224.96%
3
NUNU Holdings Ltd/Cayman Islands
6,316,290$81.4T6134321.00%
4
APOApollo Global Management Inc
613,049$72.4T5453637.52%
5
AMTAmerican Tower Corp
339,714$66.0T4975268.70%
6
KKRKKR & Co Inc
617,079$64.9T4892976.46%
7
AWCAmerican Water Works Co Inc
451,085$58.3T4389731.37%
8
RSGRepublic Services Inc
246,054$47.8T3602833.10%
9
UNPUnion Pacific Corp
206,082$46.6T3513171.57%
10
CMSCMS Energy Corp
695,982$41.4T3121658.60%
11
CNRCanadian National Railway Co
349,217$41.1T3097239.53%
12
BXBlackstone Inc
293,142$36.3T2734325.52%
13
8CWCrown Castle Inc
367,241$35.9T2703318.70%
14
ATOAtmos Energy Corp
305,709$35.7T2686856.61%
15
ADTADT Inc
4,627,283$35.2T2649666.41%
16
ARESAres Management Corp
259,238$34.6T2603245.77%
17
EQIXEquinix Inc
44,810$33.9T2554422.91%
18
ARCCAres Capital Corp
1,475,146$30.7T2316243.67%
19
SBACSBA Communications Corp
134,815$26.5T1993930.62%
20
TRPTC Energy Corp
672,085$25.8T1946861.11%
21
WMWaste Management Inc
119,592$25.5T1922321.11%
22
CSXCSX Corp
727,198$24.3T1832737.71%
23
WMBWilliams Cos Inc/The
542,507$23.1T1737183.94%
24
GBDCGolub Capital BDC Inc
1,345,808$21.1T1592981.81%
25
SRESempra
277,216$21.1T1588642.34%
26
CGCarlyle Group Inc/The
493,578$19.8T1493113.66%
27
FTSFortis Inc/Canada
419,766$17.5T1319589.12%
28
ENBEnbridge Inc
457,371$16.2T1220989.32%
29
FFC0Oaktree Specialty Lending Corp
770,294$14.5T1091683.70%
30
GBGlobal Blue Group Holding AG
2,771,206$13.4T1006392.45%
31
TSLXSixth Street Specialty Lending
539,563$11.5T867943.71%
32
BNBrookfield Corp
266,700$11.1T834720.40%
33
TPGTPG Inc
156,780$6.5T489628.53%
34
ODFLOld Dominion Freight Line Inc
35,724$6.3T475337.71%
35
OBDCBlue Owl Capital Corp
406,787$6.2T470771.08%
36
ARCBArcBest Corp
57,993$6.2T467881.02%
37
FSKFS KKR Capital Corp
292,259$5.8T434456.69%
38
BAMBrookfield Asset Management Lt
137,692$5.2T394743.44%
39
LTHLife Time Group Holdings Inc
277,777$5.2T394092.46%
40
DELLDELL Technologies Inc.
35,402$4.9T367853.67%
41
EPDEnterprise Products Partners L
18,008$521.9B39320.18%
42
ETEnergy Transfer LP
27,555$446.9B33674.62%
43
NeueHealth Inc
74,876$407.3B30689.70%
44
PPLPembina Pipeline Corp
9,270$342.6B25815.36%
45
KMIKinder Morgan Inc
12,674$251.8B18974.15%
46
SAJACia de Saneamento Basico do Es
12,700$170.8B12869.97%