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LONDON, X0 · CIK 0002013334
Portfolio Value
$375.86M
Positions
14
New
2
Increased
4
Decreased
7
Sold Out
3
Zeno Equity Partners LLP (LONDON, X0) reported a portfolio value of $375.86M across 14 positions in their Q2 2024 SEC 13F filing (period ending 2024-06-30). The top 10 positions account for 92.8% of the portfolio.
Top 14 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | WALDWALDENCAST CL A ORD | $55.05M | 14.65% | - |
| 2 | GEGE AEROSPACE ORD | $48.98M | 13.03% | +1.6% |
| 3 | DHRDANAHER ORD | $45.66M | 12.15% | -5.7% |
| 4 | APPFAPPFOLIO CL A ORD | $42.20M | 11.23% | -16.1% |
| 5 | LINLINDE ORD | $36.75M | 9.78% | -15.7% |
| 6 | TXNTEXAS INSTRUMENTS ORD | $30.51M | 8.12% | +56.0% |
| 7 | AMZNAMAZON COM ORD | $25.83M | 6.87% | -9.3% |
| 8 | DSGXDESCARTES SYSTEM ORD | $25.79M | 6.86% | +0.6% |
| 9 | HEI/AHEICO CL A ORD | $24.12M | 6.42% | New |
| 10 | APHAMPHENOL CL A ORD | $13.94M | 3.71% | -0.5% |
| Stock | Value | Shares |
|---|---|---|
| HEI/AHEICO CL A ORD | $24.12M | 135,899 |
| SPYSPY Sep4 495.0 P | $3.09M | 10,589 |
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