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LONDON, X0 · CIK 0002013334
Portfolio Value
$231.87M
Positions
11
New
2
Increased
3
Decreased
4
Sold Out
3
Zeno Equity Partners LLP (LONDON, X0) reported a portfolio value of $231.87M across 11 positions in their Q2 2025 SEC 13F filing (period ending 2025-06-30). The top 10 positions account for 99.7% of the portfolio.
Top 11 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | DHRDANAHER ORD | $51.21M | 22.09% | +34.5% |
| 2 | WALDWALDENCAST CL A ORD | $37.57M | 16.20% | - |
| 3 | LINLINDE ORD | $32.37M | 13.96% | +10.8% |
| 4 | AMZNAMAZON COM ORD | $25.99M | 11.21% | -33.9% |
| 5 | APHAMPHENOL CL A ORD | $17.42M | 7.51% | +7.3% |
| 6 | TXNTEXAS INSTRUMENTS ORD | $17.26M | 7.44% | -45.2% |
| 7 | HEI/AHEICO CL A ORD | $16.32M | 7.04% | -1.2% |
| 8 | SGISOMNIGROUP INTERNATIONAL ORD | $15.54M | 6.70% | New |
| 9 | GEGE AEROSPACE ORD | $13.78M | 5.94% | -7.5% |
| 10 | ITUBITAU UNIBANCO HOLDING ADR REP 1 PRF | $3.80M | 1.64% | New |
| Stock | Value | Shares |
|---|---|---|
| SGISOMNIGROUP INTERNATIONAL ORD | $15.54M | 228,382 |
| ITUBITAU UNIBANCO HOLDING ADR REP 1 PRF | $3.80M | 556,222 |
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