Zeno Equity Partners LLP Top Holdings and 13F Report (2025) About Zeno Equity Partners LLPInvestment ActivityZeno Equity Partners LLP has $276.52 million in total holdings as of March 31, 2025.Zeno Equity Partners LLP owns shares of 12 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 8.15% of the portfolio was purchased this quarter.About 21.76% of the portfolio was sold this quarter.This quarter, Zeno Equity Partners LLP has purchased 12 new stocks and bought additional shares in 5 stocks.Zeno Equity Partners LLP sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings Waldencast $46,006,629Danaher $39,495,961Amazon.com $34,077,850LINDE ORD $29,719,007Texas Instruments $27,240,004 Largest New Holdings this Quarter 88023U101 - Tempur Sealy International $10,634,389 Holding Largest Purchases this Quarter Tempur Sealy International 177,595 shares (about $10.63M)Amazon.com 27,503 shares (about $5.23M)Danaher 18,585 shares (about $3.81M)Texas Instruments 12,908 shares (about $2.32M)Medpace 1,564 shares (about $476.54K) Largest Sales this Quarter GE Aerospace 71,692 shares (about $14.37M)AppFolio 40,467 shares (about $8.90M)LINDE ORD 10,554 shares (about $4.91M)HEICO 13,646 shares (about $2.88M) Sector Allocation Over TimeMap of 500 Largest Holdings ofZeno Equity Partners LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWALDWaldencast$46,006,6290.0%15,335,54316.6%Consumer StaplesDHRDanaher$39,495,961$3,814,146 ▲10.7%192,45014.3%MedicalAMZNAmazon.com$34,077,850$5,232,721 ▲18.1%179,11212.3%Retail/WholesaleLINDE ORD$29,719,007$4,914,365 ▼-14.2%63,82410.7%EquityTXNTexas Instruments$27,240,004$2,319,568 ▲9.3%151,5869.9%Computer and TechnologyGEGE Aerospace$27,019,704$14,370,153 ▼-34.7%134,8009.8%IndustrialsAPPFAppFolio$19,524,701$8,898,693 ▼-31.3%88,7897.1%Computer and TechnologyMEDPMedpace$18,983,406$476,535 ▲2.6%62,3046.9%MedicalHEI.AHEICO$12,212,842$2,878,897 ▼-19.1%57,8894.4%AerospaceAPHAmphenol$10,787,801$59,794 ▲0.6%164,1793.9%Computer and TechnologyTPXTempur Sealy International$10,634,389$10,634,389 ▲New Holding177,5953.8%Retail/WholesaleWALDWWaldencast$818,4590.0%6,247,7750.3%Computer and TechnologyDSGXThe Descartes Systems Group$0$29,098,526 ▼-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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
