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Partners Group Holding AG is based out of Baar-zug. Partners Group Holding AG is a registered investment advisory firm with discretionary assets under management (AUM) of $0 (Form ADV from 2019-05-16). Their last reported 13F filing for Q4 2019 included $919,925,000 in managed 13F securities and a top 10 holdings concentration of 55.46%. Partners Group Holding AG's largest holding is Clarivate Analytics Plc with shares held of 3,917,772. Partners Group Holding AG has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 34 13F filings

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13F Sector Allocation Over Time


13F Activity

  • Market Value $919.925 Million
  • Prior Market Value $860.775 Million
  • New Purchases6 stocks
  • Additional Purchases23 stocks
  • Sold out of9 stocks
  • Reduced holdings in13 stocks
  • Top 10 Holdings % 55.46 %
  • Turnover % [1]:30.00%
  • Turnover Alt % [2]: 14.46 %
  • Time Held Top20:12.60 quarters
  • Time Held Top10:11.10 quarters
  • Time Held All:12.92 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 9.43%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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View Last Form Adv Compilation Report on Record

Classified as Hedge Fund
BAAR, ZUG    6341
Country: Switzerland

Business Phone: 41 41 784 6000
Fax: 41 41 784 6001
Professional Investment Advisor Data
SEC Registration as :
Form of Organization: Corporation
Organized in:
Number of employees:
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation:
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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WhaleScore history for PARTNERS GROUP HOLDING AG

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