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LONDON, X0 · CIK 0002013334
Portfolio Value
$246.62M
Positions
12
New
1
Increased
6
Decreased
3
Sold Out
2
Source: SEC 13F-HR filing filed on 2026-05-14 ·View on SEC.gov →
Top 12 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | LINHEICO CL A ORD | $68.22M | 27.66% | +1305.2% |
| 2 | DHRDANAHER ORD | $47.13M | 19.11% | +11.1% |
| 3 | AMZNAMAZON COM ORD | $29.46M | 11.94% | +47.8% |
| 4 | VVISA CL A ORD | $21.91M | 8.88% | +719.2% |
| 5 | HEIDESCARTES SYSTEM ORD | $20.50M | 8.31% | +15.4% |
| 6 | TXNTEXAS INSTRUMENTS ORD | $17.25M | 7.00% | +154.6% |
| 7 | PAMRYANAIR HOLDINGS ORD ADR | $17.00M | 6.90% | New |
| 8 | WALDWALDENCAST CL A ORD | $11.64M | 4.72% | - |
| 9 | PAXPATRIA INVESTMENTS CL A ORD | $10.23M | 4.15% | -80.4% |
| 10 | SESOMNIGROUP INTERNATIONAL ORD | $3.11M | 1.26% | -79.9% |
| Stock | Value | Shares |
|---|---|---|
| PAMRYANAIR HOLDINGS ORD ADR | $17.00M | 1,349,579 |
As of Q1 2026, Zeno Equity Partners LLP reported a portfolio value of $246.62M across 12 positions in their 13F filing.
Zeno Equity Partners LLP's largest holding is LIN with a position worth $68.22M. Their top holdings include LIN, DHR, AMZN, V, HEI.
In Q1 2026, Zeno Equity Partners LLP made the following changes to their portfolio: 1 new position, 2 positions sold out, 6 positions increased, 3 positions reduced.
Zeno Equity Partners LLP files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
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