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LONDON, X0 · CIK 0002013334
New positions
6
Added to
3
Trimmed
5
Exited
1
Source: SEC 13F-HR filing filed on 2026-08-14 ·View on SEC.gov →
Top 16 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | DHRDANAHER ORD | $47.92M | 17.81% | +1.3% |
| 2 | LINLINDE ORD | $29.29M | 10.89% | -97.6% |
| 3 | AMZNAMAZON COM ORD | $25.50M | 9.48% | -24.3% |
| 4 | VISTVISTA ENERGY SPON SRS A ADR | $23.61M | 8.78% | New |
| 5 | HEI/AHEICO CL A ORD | $22.72M | 8.45% | -69.2% |
| 6 | WALDWALDENCAST CL A ORD | $21.56M | 8.02% | - |
| 7 | DSGXDESCARTES SYSTEM ORD | $19.36M | 7.20% | New |
| 8 | PAXPATRIA INVESTMENTS CL A ORD | $18.68M | 6.94% | +1371.9% |
| 9 | ITUBITAU UNIBANCO HOLDING ADR REP 1 PRF | $17.84M | 6.63% | New |
| 10 | VMCVULCAN MATERIALS ORD | $10.37M | 3.85% | New |
| Stock | Value | Shares |
|---|---|---|
| VISTVISTA ENERGY SPON SRS A ADR | $23.61M | 370,012 |
| DSGXDESCARTES SYSTEM ORD | $19.36M | 279,581 |
| ITUBITAU UNIBANCO HOLDING ADR REP 1 PRF | $17.84M | 2,183,366 |
| VMCVULCAN MATERIALS ORD | $10.37M | 35,135 |
| RYAAYRYANAIR HOLDINGS ORD ADR | $3.70M | 57,145 |
| SPOTSPOTIFY TECHNOLOGY ORD | $2.78M | 6,055 |
As of Q2 2026, Zeno Equity Partners LLP reported a portfolio value of $268.99M across 16 positions in their 13F filing.
Zeno Equity Partners LLP's largest holding is DHR with a position worth $47.92M. Their top holdings include DHR, LIN, AMZN, VIST, HEI/A.
In Q2 2026, Zeno Equity Partners LLP made the following changes to their portfolio: 6 new positions, 1 position sold out, 3 positions increased, 5 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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