Loading...
Loading...
LONDON, X0 · CIK 0002013334
Portfolio Value
$276.52M
Positions
12
New
0
Increased
5
Decreased
5
Sold Out
0
Zeno Equity Partners LLP (LONDON, X0) reported a portfolio value of $276.52M across 12 positions in their Q1 2025 SEC 13F filing (period ending 2025-03-31). The top 10 positions account for 95.9% 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 | $46.01M | 16.64% | - |
| 2 | DHRDANAHER ORD | $39.50M | 14.28% | +10.7% |
| 3 | AMZNAMAZON COM ORD | $34.08M | 12.32% | +18.1% |
| 4 | HEI/AHEICO CL A ORD | $29.72M | 10.75% | -10.8% |
| 5 | TXNTEXAS INSTRUMENTS ORD | $27.24M | 9.85% | +9.3% |
| 6 | DSGXDESCARTES SYSTEM ORD | $27.02M | 9.77% | -47.4% |
| 7 | APPFAPPFOLIO CL A ORD | $19.52M | 7.06% | -31.3% |
| 8 | LINLINDE ORD | $18.98M | 6.87% | -16.2% |
| 9 | GEGE AEROSPACE ORD | $12.21M | 4.42% | -72.0% |
| 10 | APHAMPHENOL CL A ORD | $10.79M | 3.90% | +0.6% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| DHRDANAHER ORD | $39.50M | 192,450 | +10.7% |
| AMZNAMAZON COM ORD | $34.08M | 179,112 | +18.1% |
| TXNTEXAS INSTRUMENTS ORD | $27.24M | 151,586 | +9.3% |
| APHAMPHENOL CL A ORD | $10.79M | 164,179 | +0.6% |
| MEDPMEDPACE HOLDINGS ORD | $10.63M | 177,595 | +192.4% |
Get alerts when Zeno Equity Partners LLP files new 13F holdings.