Partners Group Holding AG Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$829.4T

Holdings

44

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (44 positions)

#StockSharesValue% PortfolioType
1
AMTAmerican Tower Corp
295,743$63.8M0.00%
2
KKRKKR & Co Inc
611,864$50.7M0.00%
3
AWCAmerican Water Works Co Inc
368,828$48.7M0.00%
4
UNPUnion Pacific Corp
173,141$42.5M0.00%
5
RSGRepublic Services Inc
251,731$41.5M0.00%
6
CMSCMS Energy Corp
694,082$40.3M0.00%
7
APOApollo Global Management Inc
427,347$39.8M0.00%
8
8CWCrown Castle Inc
321,911$37.1M0.00%
9
CNRCanadian National Railway Co
296,501$36.7M0.00%
10
ATOAtmos Energy Corp
269,137$31.2M0.00%
11
EQIXEquinix Inc
37,846$30.5M0.00%
12
BXBlackstone Inc
222,653$29.1M0.00%
13
SBACSBA Communications Corp
103,796$26.3M0.00%
14
ARESAres Management Corp
208,019$24.7M0.00%
15
CSXCSX Corp
704,544$24.4M0.00%
16
BNBrookfield Corp
541,933$21.7M0.00%
17
WMWaste Management Inc
120,241$21.5M0.00%
18
CGCarlyle Group Inc/The
498,052$20.3M0.00%
19
TRPTC Energy Corp
515,838$19.8M0.00%
20
SRESempra
252,059$18.8M0.00%
21
WMBWilliams Cos Inc/The
516,962$18.0M0.00%
22
ENBEnbridge Inc
500,117$17.8M0.00%
23
BAMBrookfield Asset Management Lt
427,281$17.2M0.00%
24
FFC0Oaktree Specialty Lending Corp
782,766$16.0M0.00%
25
FTSFortis Inc/Canada
331,008$13.4M0.00%
26
GBGlobal Blue Group Holding AG
2,771,206$13.1M0.00%
27
ARCCAres Capital Corp
580,302$11.6M0.00%
28
TSLXSixth Street Specialty Lending
421,598$9.1M0.00%
29
GBDCGolub Capital BDC Inc
599,143$9.0M0.00%
30
TPGTPG Inc
156,893$6.8M0.00%
31
OBDCBlue Owl Capital Corp
407,693$6.0M0.00%
32
FSKFS KKR Capital Corp
269,197$5.4M0.00%
33
LTHLife Time Group Holdings Inc
277,777$4.2M0.00%
34
PLDPrologis Inc
24,723$3.3M0.00%
35
UDMYUdemy Inc.
130,891$1.9M0.00%
36
ELSEquity LifeStyle Properties In
25,414$1.8M0.00%
37
MAAMid-America Apartment Communit
11,665$1.6M0.00%
38
SPOTSpotify Technology S A
5,665$1.1M0.00%
39
MIRMMirum Pharmaceuticals
18,271$539K0.00%
40
EPDEnterprise Products Partners L
20,358$536K0.00%
41
ETEnergy Transfer LP
33,172$457K0.00%
42
PPLPembina Pipeline Corp
11,899$402K0.00%
43
KMIKinder Morgan Inc
17,510$308K0.00%
44
SAJACompanhia De Saneamento Basico do Estado de Sao Paulo
14,500$220K0.00%