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LONDON, X0 · CIK 0002013334
New positions
1
Added to
6
Trimmed
2
Exited
1
Source: SEC 13F-HR filing filed on 2026-05-14 ·View on SEC.gov →
Top 11 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 | HEI/ADESCARTES 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 | SGISOMNIGROUP 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 11 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/A.
In Q1 2026, Zeno Equity Partners LLP made the following changes to their portfolio: 1 new position, 1 position sold out, 6 positions increased, 2 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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Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.