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LONDON, X0 · CIK 0002013334
Portfolio Value
$241.15M
Positions
11
New
2
Increased
3
Decreased
4
Sold Out
0
Zeno Equity Partners LLP (LONDON, X0) reported a portfolio value of $241.15M across 11 positions in their Q4 2025 SEC 13F filing (period ending 2025-12-31). The top 10 positions account for 99.9% 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 | LINHEICO CL A ORD | $57.62M | 23.89% | +105.2% |
| 2 | DHRDANAHER ORD | $51.20M | 21.23% | -15.9% |
| 3 | SGISOMNIGROUP INTERNATIONAL ORD | $23.89M | 9.91% | +14.9% |
| 4 | WALDWALDENCAST CL A ORD | $23.03M | 9.55% | - |
| 5 | AMZNAMAZON COM ORD | $22.09M | 9.16% | -25.8% |
| 6 | HEI/ADESCARTES SYSTEM ORD | $21.76M | 9.02% | +182.5% |
| 7 | TXNTEXAS INSTRUMENTS ORD | $15.91M | 6.60% | -2.9% |
| 8 | VVISA CL A ORD | $12.43M | 5.15% | New |
| 9 | PAXPATRIA INVESTMENTS CL A ORD | $9.39M | 3.89% | New |
| 10 | APHAMPHENOL CL A ORD | $3.67M | 1.52% | -69.3% |
| Stock | Value | Shares |
|---|---|---|
| VVISA CL A ORD | $12.43M | 35,441 |
| PAXPATRIA INVESTMENTS CL A ORD | $9.39M | 590,698 |
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