Loading...
Loading...
LONDON, X0 · CIK 0002013334
Portfolio Value
$446.72M
Positions
15
New
4
Increased
10
Decreased
1
Sold Out
3
Zeno Equity Partners LLP (LONDON, X0) reported a portfolio value of $446.72M across 15 positions in their Q1 2024 SEC 13F filing (period ending 2024-03-31). The top 10 positions account for 93.2% of the portfolio.
Top 15 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | WALDWALDENCAST PLC | $99.66M | 22.31% | -25.2% |
| 2 | GEGENERAL ELECTRIC COMPANY | $53.22M | 11.91% | +37.9% |
| 3 | APPFAPPFOLIO, INC. | $50.77M | 11.37% | +6.6% |
| 4 | DHRDANAHER CORPORATION | $48.40M | 10.83% | +81.1% |
| 5 | LINLINDE PUBLIC LIMITED COMPANY | $46.11M | 10.32% | +32.1% |
| 6 | AMZNAMAZON | $26.57M | 5.95% | +55.2% |
| 7 | HEIHEICO CORPORATION | $24.87M | 5.57% | +154.3% |
| 8 | DSGXTHE DESCARTES SYSTEMS GROUP, INC. | $24.22M | 5.42% | +100.2% |
| 9 | APHAMPHENOL CORPORATION | $23.98M | 5.37% | +37.0% |
| 10 | SGITEMPUR SEALY INTERNATIONAL ORD | $18.65M | 4.18% | +37.2% |
| Stock | Value | Shares |
|---|---|---|
| TXNTEXAS INSTRUMENTS ORD | $17.51M | 100,517 |
| WALDWALDENCAST PLC | $3.50M | 6,247,776 |
| LINDE PUBLIC LIMITED COMPANY | $5.35K | 107 |
| SPYSPDR S&P 500 ETF TR | $812 | 1 |
Get alerts when Zeno Equity Partners LLP files new 13F holdings.