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LONDON, X0 · CIK 0002013334
Portfolio Value
$215.09M
Positions
9
New
0
Increased
6
Decreased
3
Sold Out
2
Zeno Equity Partners LLP (LONDON, X0) reported a portfolio value of $215.09M across 9 positions in their Q3 2025 SEC 13F filing (period ending 2025-09-30). The top 10 positions account for 100.0% of the portfolio.
Top 9 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | DHRDANAHER ORD | $52.76M | 24.53% | +2.6% |
| 2 | LINLINDE ORD | $39.35M | 18.29% | +20.0% |
| 3 | AMZNAMAZON COM ORD | $28.30M | 13.16% | +8.8% |
| 4 | WALDWALDENCAST CL A ORD | $24.26M | 11.28% | -20.1% |
| 5 | HEI/AHEICO CL A ORD | $22.32M | 10.38% | +39.3% |
| 6 | SGISOMNIGROUP INTERNATIONAL ORD | $19.65M | 9.13% | +2.0% |
| 7 | TXNTEXAS INSTRUMENTS ORD | $17.34M | 8.06% | +13.6% |
| 8 | APHAMPHENOL CL A ORD | $10.93M | 5.08% | -50.0% |
| 9 | WALDWALDENCAST EQY WARRANT | $190.33K | 0.09% | -21.7% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| DHRDANAHER ORD | $52.76M | 265,795 | +2.6% |
| LINLINDE ORD | $39.35M | 82,837 | +20.0% |
| AMZNAMAZON COM ORD | $28.30M | 128,899 | +8.8% |
| HEI/AHEICO CL A ORD | $22.32M | 87,854 | +39.3% |
| SGISOMNIGROUP INTERNATIONAL ORD | $19.65M | 232,977 | +2.0% |
| TXNTEXAS INSTRUMENTS ORD | $17.34M | 94,390 | +13.6% |
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