Investor Details
| Filer Name: | ZENO EQUITY PARTNERS LLP |
|---|---|
| CIK: | 2013334 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-11 |
| Number of Holdings: | 12 |
| Portfolio Value: | $0.33B |
Zeno Equity Partners Llp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| WALD | US | WALDENCAST PLC-A | 15,335,543 | $62M | 18.49% | - | - |
| DHR | US | DANAHER CORP | 173,865 | $40M | 11.98% | 11.2% | - |
| GE | US | GENERAL ELECTRIC | 206,492 | $34M | 10.34% | -5.5% | - |
| AMZN | US | AMAZON.COM INC | 151,609 | $33M | 9.98% | 3.1% | - |
| APPF | US | APPFOLIO INC - A | 129,256 | $32M | 9.57% | -26.9% | - |
| LIN | US | LINDE PLC | 74,378 | $31M | 9.34% | 3.8% | - |
| DSGX | US | DESCARTES SYSTEMS GRP/THE | 256,149 | $29M | 8.73% | -4.1% | - |
| TXN | US | TEXAS INSTRUMENTS INC | 138,678 | $26M | 7.80% | -9.2% | - |
| MEDP | US | MEDPACE HOLDINGS INC | 60,740 | $20M | 6.05% | 24.9% | - |
| HEI/A | US | HEICO CORP-CLASS A | 71,535 | $13M | 3.99% | 5.6% | - |
| APH | US | AMPHENOL CORP-CL A | 163,269 | $11M | 3.41% | 100.0% | - |
| WALDW | US | WALDENCAST ACQ CL A -CW27 | 6,247,775 | $1M | 0.32% | - | - |