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Partners Group Holding AG
David Layton · Private Equity · Buyout
Partners Group Holding AG is a leading global private markets investment management firm headquartered in Baar-Zug, Switzerland. Founded in 1996 by Alfred Gantner, Marcel Erni, and Urs Wietlisbach, the firm has evolved into one of the world's largest alternative investment managers. It specializes in private equity, private real estate, private debt, and private infrastructure, managing over USD 150 billion in assets for a global institutional client base. Listed on the SIX Swiss Exchange, the firm is known for its thematic investment approach and focus on active ownership. Partners Group operates a global platform with numerous offices worldwide, emphasizing value creation through operational improvements and strategic business building in its portfolio companies.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -24.5% |
| YTD return | -17.2% |
| Sharpe ratio | -3.08 |
| Win rate | 38% |
| AUM | $1.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.partnersgroup.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| KLC | KinderCare Learning Companies, Inc. | 19.1% | -58.3% |
| ARES | Ares Management LP | 6.9% | -13.2% |
| LTH | Life Time Group Holdings Inc | 6.5% | +34.4% |
| APO | Apollo Global Management LLC Class A | 6.4% | -2.9% |
| AMT | American Tower Corp | 4.9% | -8.1% |
| BX | Blackstone Group Inc | 4.6% | -20.0% |
| NU | Nu Holdings Ltd | 4.5% | +5.6% |
| KKR | KKR & Co LP | 4.4% | -4.7% |
| CLVT | CLARIVATE PLC | 4.4% | -42.5% |
| EQIX | Equinix Inc | 4.2% | +25.7% |
| RSG | Republic Services Inc | 4.1% | -2.0% |
| UNP | Union Pacific Corporation | 4.1% | +18.1% |
| WMB | Williams Companies Inc | 3.6% | +10.6% |
| ATO | Atmos Energy Corporation | 3.4% | -5.4% |
| AWK | American Water Works | 3.4% | -0.7% |
| WM | Waste Management Inc | 3.4% | -5.1% |
| CSX | CSX Corporation | 3.1% | +31.5% |
| SRE | Sempra Energy | 3.1% | -8.9% |
| CMS | CMS Energy Corporation | 3.0% | -11.1% |
| FER | Ferrovial SE | 3.0% | -17.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | SELL | WM | 3.0% → 3.4% |
| Aug 17, 2026 | BUY | BX | 3.8% → 4.6% |
| Aug 17, 2026 | SELL | RSG | 3.5% → 4.1% |
| Aug 17, 2026 | SELL | LTH | 5.5% → 6.5% |
| Aug 17, 2026 | BUY | KKR | 3.4% → 4.4% |
Investment Style Analysis
Partners Group Holding AG is widely recognized for employing a Buyout strategy. As of Sep 18, 2026, the firm oversees approximately $1.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Asset Management and Education & Training Services sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Partners Group Holding AG made a significant move by reducing the position in WM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Partners Group's investment philosophy is centered on thematic investing and active value creation, characterized by an 'industrial mindset.' The firm identifies long-term structural growth trends to invest in high-quality companies and assets within private markets. It emphasizes entrepreneurial governance and active ownership, working closely with management teams to implement operational value creation programs and drive strategic transformations. By leveraging its integrated global platform across private equity, infrastructure, real estate, and debt, the firm aims to build market-leading businesses and deliver sustainable, superior risk-adjusted returns for its investors through a disciplined and research-driven process.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Partners Group Holding AG.
Similar Investment Style
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Frequently asked questions
How is the simulated portfolio for Partners Group Holding AG constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Partners Group Holding AG's largest holding?
As of the latest filing, Partners Group Holding AG's top position is KinderCare Learning Companies, Inc. (KLC), representing 19.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Partners Group Holding AG's historical performance and risk profile?
Our simulation indicates a total return of -24.5% with a win rate of 38%. Notably, the portfolio maintains a Sharpe Ratio of -3.08, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Partners Group Holding AG primarily invest in?
Partners Group Holding AG has a strong preference for the Asset Management sector, which makes up 22.3% of their disclosed assets. The portfolio also has exposure to Education & Training Services, indicating a specific thematic focus.
Is Partners Group Holding AG's portfolio concentrated or diversified?
Partners Group Holding AG runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 32.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Partners Group Holding AG performed in 2026?
Our AI-simulated model portfolio for Partners Group Holding AG tracks a Year-to-Date (YTD) return of -17.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does David Layton manage Partners Group Holding AG directly?
Yes, David Layton serves as the key portfolio manager for Partners Group Holding AG, overseeing the investment strategy and final capital allocation decisions.