Zeno Equity Partners LLP Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$276.5B
Holdings
12
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WALDWALDENCAST CL A ORD | 15,335,543 | $46.0B | 16.64% | |
| 2 | DHRDANAHER ORD | 192,450 | $39.5B | 14.28% | |
| 3 | AMZNAMAZON COM ORD | 179,112 | $34.1B | 12.32% | |
| 4 | HEIHEICO CL A ORD | 63,824 | $29.7B | 10.75% | |
| 5 | TXNTEXAS INSTRUMENTS ORD | 151,586 | $27.2B | 9.85% | |
| 6 | DSGDESCARTES SYSTEM ORD | 134,800 | $27.0B | 9.77% | |
| 7 | APPFAPPFOLIO CL A ORD | 88,789 | $19.5B | 7.06% | |
| 8 | LINLINDE ORD | 62,304 | $19.0B | 6.87% | |
| 9 | GEGE AEROSPACE ORD | 57,889 | $12.2B | 4.42% | |
| 10 | APHAMPHENOL CL A ORD | 164,179 | $10.8B | 3.90% | |
| 11 | MEDPMEDPACE HOLDINGS ORD | 177,595 | $10.6B | 3.85% | |
| 12 | WALDWALDENCAST EQY WARRANT | 6,247,775 | $818.5M | 0.30% |