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LONDON, X0 · CIK 0002013334
New positions
6
Added to
3
Trimmed
5
Exited
1
Zeno Equity Partners LLP (LONDON, X0) reported a portfolio value of $268.99M across 16 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 88.1% of the portfolio.
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 |
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