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LONDON, X0 · CIK 0002013334
Portfolio Value
$333.39M
Positions
12
New
1
Increased
5
Decreased
4
Sold Out
6
Zeno Equity Partners LLP (LONDON, X0) reported a portfolio value of $333.39M across 12 positions in their Q4 2024 SEC 13F filing (period ending 2024-12-31). The top 10 positions account for 96.3% of the portfolio.
Top 12 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | WALDWALDENCAST CL A ORD | $61.65M | 18.49% | - |
| 2 | DHRDANAHER ORD | $39.95M | 11.98% | +11.2% |
| 3 | GEGE AEROSPACE ORD | $34.48M | 10.34% | -5.5% |
| 4 | AMZNAMAZON COM ORD | $33.26M | 9.98% | +3.1% |
| 5 | APPFAPPFOLIO CL A ORD | $31.89M | 9.57% | -26.9% |
| 6 | LINLINDE ORD | $31.14M | 9.34% | +3.8% |
| 7 | DSGXDESCARTES SYSTEM ORD | $29.10M | 8.73% | -4.1% |
| 8 | TXNTEXAS INSTRUMENTS ORD | $26.00M | 7.80% | -9.2% |
| 9 | MEDPMEDPACE HOLDINGS ORD | $20.18M | 6.05% | +24.9% |
| 10 | HEI/AHEICO CL A ORD | $13.31M | 3.99% | +5.6% |
| Stock | Value | Shares |
|---|---|---|
| APHAMPHENOL CL A ORD | $11.36M | 163,269 |
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