SEC 13F Intelligence

Managers / Q1 2026

C Partners Holding GmbH

CIK 0001634083 · C/O CALIBRIUM AG, BEETHOVENSTRASSE 33, ZURICH, CH-8002 · 41555111281

Reported Value
$317M
Q1 2026
Positions
8
Filings on Record
30
2019–present window
Filed
May 15, 2026
original filing

Summary

C Partners Holding Gmbh reported $317M in U.S.-listed holdings across 8 positions for Q1 2026.

Its largest position, TPR, represents 18.7% of the portfolio.

Compared with Q4 2025, the fund opened 1 new position and exited 1.

Portfolio Metrics

Turnover
+1.9%
vs prior filed quarter
Largest Position
+18.7%
Tapestry
New / Exited
1 / 1
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $251MQ4 ’18Q1 ’19: $286MQ2 ’19: $305MQ3 ’19: $287MQ4 ’19: $335MQ4 ’19Q1 ’20: $391MQ2 ’20: $364MQ3 ’20: $431MQ4 ’20: $410MQ4 ’20Q1 ’21: $413MQ2 ’21: $476MQ3 ’21: $491MQ4 ’21: $545MQ4 ’21Q1 ’22: $579MQ2 ’22: $531MQ3 ’22: $479MQ4 ’22: $510MQ4 ’22Q1 ’23: $514MQ2 ’23: $527MQ3 ’23: $362MQ4 ’23: $353MQ4 ’23Q1 ’24: $343MQ2 ’24: $350MQ3 ’24: $319MQ4 ’24: $401MQ4 ’24Q1 ’25: $383MQ2 ’25: $455MQ3 ’25: $381MQ4 ’25: $372MQ4 ’25Q1 ’26: $317Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 83.9%Other: 16.1%
  • Common Stock · 83.9% · $266M
  • Other · 16.1% · $51M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SMCISUPER MICRO COMPUTER INCNEW+212212+$201,696$201,696
FISVFISERV INCSOLD OUT150.1K0$10M$0
BKNGBOOKING HOLDINGS INCTRIMMED1.5K3.8K$12M$16M
TMOTHERMO FISHER SCIENTIFIC INCADDED+11.0K65.4K+$605,883$32M
SPGIS&P GLOBAL INCADDED+10.6K126.1K$7M$54M
MSFTMICROSOFT CORPHELD+0155.4K$18M$58M
EFXEQUIFAX INCHELD+0259.5K$10M$47M
TPRTAPESTRY INCHELD+0420.7K+$6M$59M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

7 positions
#IssuerClass% PortfolioValueShares
1TPRTAPESTRY INChistory →COM18.73%$59M420.7K
2MSFTMICROSOFT CORPhistory →COM18.15%$58M155.4K
3SPGIS&P GLOBAL INChistory →COM16.92%$54M126.1K
4ALLEGION PLCORD SHS16.15%$51M352.3K
5EFXEQUIFAX INChistory →COM14.75%$47M259.5K
6TMOTHERMO FISHER SCIENTIFIC INChistory →COM10.14%$32M65.4K
7BKNGBOOKING HOLDINGS INChistory →COM5.11%$16M3.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$317M8May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$372M8Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$381M10Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$455M12Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$383M12May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$401M12Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$319M13Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$350M14Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$343M13May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$353M15Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$362M18Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$527M19Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$514M17May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$510M18Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$479M18Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$531M18Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$579M18May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$545M18Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$491M18Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$476M18Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$413M21May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$410M22Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$431M25Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$364M23Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$391M23May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$335M25Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$287M24Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$305M23Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$286M23May 10, 201913F-HRchanges · EDGAR ↗
Q4 2018$251M23Feb 7, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 2 additional managers.

  • Calibrium AG
  • Calibrium Management Company S.A.

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.