Varenne Capital Partners Top Holdings and 13F Report (2023) About Varenne Capital PartnersInvestment ActivityVarenne Capital Partners has $278.41 million in total holdings as of December 31, 2022.Varenne Capital Partners owns shares of 18 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 33.80% of the portfolio was purchased this quarter.About 48.09% of the portfolio was sold this quarter.This quarter, Varenne Capital Partners has purchased 17 new stocks and bought additional shares in 4 stocks.Varenne Capital Partners sold shares of 7 stocks and completely divested from 6 stocks this quarter.Largest Holdings Meta Platforms $47,226,362ARISTA NETWORKS INC $37,176,995Westinghouse Air Brake Technologies $36,031,343Flowserve $23,511,966Netflix $23,217,199 Largest New Holdings this Quarter 040413205 - ARISTA NETWORKS INC $37,176,995 Holding00724F101 - Adobe $19,130,092 HoldingG8994E103 - Trane Technologies $9,947,899 Holding78409V104 - S&P Global $7,212,987 HoldingH2906T109 - Garmin $6,740,366 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 479,827 shares (about $37.18M)Adobe 49,879 shares (about $19.13M)Trane Technologies 29,526 shares (about $9.95M)S&P Global 14,196 shares (about $7.21M)Garmin 31,043 shares (about $6.74M) Largest Sales this Quarter Amazon.com 93,542 shares (about $17.80M)Amphenol 261,090 shares (about $17.12M)Netflix 17,244 shares (about $16.08M)Westinghouse Air Brake Technologies 88,116 shares (about $15.98M)Alphabet 81,801 shares (about $12.65M) Sector Allocation Over TimeMap of 500 Largest Holdings ofVarenne Capital Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$47,226,362$3,872,563 ▲8.9%81,93917.0%Computer and TechnologyARISTA NETWORKS INC$37,176,995$37,176,995 ▲New Holding479,82713.4%COM SHSWABWestinghouse Air Brake Technologies$36,031,343$15,979,836 ▼-30.7%198,68412.9%TransportationFLSFlowserve$23,511,966$1,251,818 ▲5.6%481,4088.4%IndustrialsNFLXNetflix$23,217,199$16,080,547 ▼-40.9%24,8978.3%Consumer DiscretionaryADBEAdobe$19,130,092$19,130,092 ▲New Holding49,8796.9%Computer and TechnologyGOOGLAlphabet$18,138,189$12,649,706 ▼-41.1%117,2936.5%Computer and TechnologyAMZNAmazon.com$14,835,713$17,797,300 ▼-54.5%77,9765.3%Retail/WholesaleNVDANVIDIA$13,801,217$2,115,686 ▲18.1%127,3415.0%Computer and TechnologyTTTrane Technologies$9,947,899$9,947,899 ▲New Holding29,5263.6%ConstructionAPHAmphenol$7,708,595$17,124,891 ▼-69.0%117,5272.8%Computer and TechnologySPGIS&P Global$7,212,987$7,212,987 ▲New Holding14,1962.6%Business ServicesGRMNGarmin$6,740,366$6,740,366 ▲New Holding31,0432.4%Computer and TechnologyUBS GROUP AG$3,979,571$1,625,116 ▼-29.0%67,7141.4%CALLCRH PLC$3,924,165$3,924,165 ▲New Holding44,6081.4%ORDMICRON TECHNOLOGY INC$2,979,360$2,555,774 ▲603.4%80,4651.1%CALLESGREnstar Group$2,678,318$332,380 ▼-11.0%8,0581.0%FinanceORACLE CORP$167,488$167,488 ▲New Holding20,9360.1%CALLETNEaton$0$26,562,543 ▼-100.0%00.0%IndustrialsANETArista Networks$0$14,445,718 ▼-100.0%00.0%Computer and TechnologyIFFInternational Flavors & Fragrances$0$6,543,155 ▼-100.0%00.0%Basic MaterialsSMARSmartsheet$0$2,642,207 ▼-100.0%00.0%Computer and TechnologyBBarrick Gold$0$1,520,165 ▼-100.0%00.0%Basic MaterialsMRVLMarvell Technology$0$581,851 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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