Zeno Equity Partners LLP
CIK: 0002013334Latest portfolio: $241.2M · Q4 2025
Holdings
11
Total Value
$241.2M
New Positions
2
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DHRDANAHER ORD | 223,448 | $51.2M | 21.23% | -42,347 | |
| 2 | LINLINDE ORD | 84,586 | $36.1M | 14.96% | +2K | |
| 3 | TPDSOMNIGROUP INTERNATIONAL ORD | 267,584 | $23.9M | 9.91% | +35K | |
| 4 | WALDWALDENCAST CL A ORD | 12,252,580 | $23.0M | 9.55% | — | |
| 5 | AMZNAMAZON COM ORD | 95,684 | $22.1M | 9.16% | -33,215 | |
| 6 | HEIDESCARTES SYSTEM ORD | 248,216 | $21.8M | 9.02% | +160K | |
| 7 | LINHEICO CL A ORD | 85,375 | $21.6M | 8.94% | +3K | |
| 8 | TXNTEXAS INSTRUMENTS ORD | 91,686 | $15.9M | 6.60% | -2,704 | |
| 9 | VVISA CL A ORD | 35,441 | $12.4M | 5.15% | NEW | |
| 10 | PAXPATRIA INVESTMENTS CL A ORD | 590,698 | $9.4M | 3.89% | NEW | |
| 11 | APHAMPHENOL CL A ORD | 27,087 | $3.7M | 1.52% | -61,076 | |
| 12 | WALDWALDENCAST EQY WARRANT | 4,892,767 | $177K | 0.07% | — |
Quarterly Changes
Sector Breakdown
Technology0.0% ($23034159.1T)
Basic Materials0.0% ($3.6T)
Financial Services0.0% ($124.3B)
Healthcare0.0% ($51.2M)
Unknown0.0% ($23.9M)
Consumer Cyclical0.0% ($22.1M)
Industrials0.0% ($21.8M)
Filing History
Fund Information
Zeno Equity Partners LLP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $241.2M across 11 holdings. The largest position is DANAHER ORD (DHR), representing 21.2% of the portfolio. Compared to the previous quarter, the fund opened 2 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.