Zeno Equity Partners LLP Q4 2024 Filing
Filed February 11, 2025
Portfolio Value
$333.4B
Holdings
12
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WALDWALDENCAST CL A ORD | 15,335,543 | $61.6B | 18.49% | |
| 2 | DHRDANAHER ORD | 173,865 | $39.9B | 11.98% | |
| 3 | GEGE AEROSPACE ORD | 206,492 | $34.5B | 10.34% | |
| 4 | AMZNAMAZON COM ORD | 151,609 | $33.3B | 9.98% | |
| 5 | APPFAPPFOLIO CL A ORD | 129,256 | $31.9B | 9.57% | |
| 6 | LINLINDE ORD | 74,378 | $31.1B | 9.34% | |
| 7 | DSGDESCARTES SYSTEM ORD | 256,149 | $29.1B | 8.73% | |
| 8 | TXNTEXAS INSTRUMENTS ORD | 138,678 | $26.0B | 7.80% | |
| 9 | MEDPMEDPACE HOLDINGS ORD | 60,740 | $20.2B | 6.05% | |
| 10 | HEIHEICO CL A ORD | 71,535 | $13.3B | 3.99% | |
| 11 | APHAMPHENOL CL A ORD | 163,269 | $11.4B | 3.41% | |
| 12 | WALDWALDENCAST EQY WARRANT | 6,247,775 | $1.1B | 0.32% |