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LONDON, X0 · CIK 0002013334
Portfolio Value
$358.52M
Positions
17
New
5
Increased
5
Decreased
6
Sold Out
2
Zeno Equity Partners LLP (LONDON, X0) reported a portfolio value of $358.52M across 17 positions in their Q3 2024 SEC 13F filing (period ending 2024-09-30). The top 10 positions account for 92.8% of the portfolio.
Top 17 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | WALDWALDENCAST CL A ORD | $55.82M | 15.57% | +0.0% |
| 2 | DHRDANAHER ORD | $43.49M | 12.13% | -14.4% |
| 3 | APPFAPPFOLIO CL A ORD | $41.65M | 11.62% | +2.5% |
| 4 | GEGE AEROSPACE ORD | $41.26M | 11.51% | -29.1% |
| 5 | LINLINDE ORD | $34.16M | 9.53% | -14.5% |
| 6 | TXNTEXAS INSTRUMENTS ORD | $31.56M | 8.80% | -2.6% |
| 7 | DSGXDESCARTES SYSTEM ORD | $27.49M | 7.67% | +0.3% |
| 8 | AMZNAMAZON COM ORD | $27.40M | 7.64% | +10.0% |
| 9 | MEDPMEDPACE HOLDINGS ORD | $16.23M | 4.53% | New |
| 10 | HEI/AHEICO CL A ORD | $13.80M | 3.85% | -50.2% |
| Stock | Value | Shares |
|---|---|---|
| MEDPMEDPACE HOLDINGS ORD | $16.23M | 48,619 |
| AMPHENOL CL A ORD | $11.69M | 179,079 |
| SPYSPY 5Nv4 485.0 P | $327.28K | 2,234 |
| QQQ Oct4 465.0 P | $161.70K | 840 |
| QQQ Oct4 465.0 P | $161.70K | 840 |
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