Zeno Equity Partners LLP Top Holdings and 13F Report (2025) About Zeno Equity Partners LLPInvestment ActivityZeno Equity Partners LLP has $231.87 million in total holdings as of June 30, 2025.Zeno Equity Partners LLP owns shares of 11 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 10.94% of the portfolio was purchased this quarter.About 37.50% 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 3 stocks and completely divested from 2 stocks this quarter.Largest Holdings Danaher $51,209,441Waldencast $37,572,080LINDE ORD $32,374,826Amazon.com $25,992,669Amphenol $17,419,913 Largest New Holdings this Quarter 465562106 - Itau Unibanco $3,802,435 Holding Largest Purchases this Quarter Danaher 66,489 shares (about $13.15M)Itau Unibanco 556,222 shares (about $3.80M)Tempur Sealy International 50,787 shares (about $3.46M)LINDE ORD 5,179 shares (about $2.43M)Heico 5,180 shares (about $1.34M) Largest Sales this Quarter GE Aerospace 81,270 shares (about $20.92M)Texas Instruments 68,470 shares (about $14.22M)Amazon.com 60,635 shares (about $13.30M) 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 PortfolioSectorDHRDanaher$51,209,441$13,149,292 ▲34.5%258,93922.1%MedicalWALDWaldencast$37,572,0800.0%15,335,54316.2%Consumer StaplesLINDE ORD$32,374,826$2,429,883 ▲8.1%69,00314.0%EquityAMZNAmazon.com$25,992,669$13,302,713 ▼-33.9%118,47711.2%Retail/WholesaleAPHAmphenol$17,419,913$1,187,989 ▲7.3%176,1957.5%Computer and TechnologyTXNTexas Instruments$17,256,544$14,215,741 ▼-45.2%83,1167.4%Computer and TechnologyHEI.AHeico$16,319,104$1,340,325 ▲8.9%63,0697.0%AerospaceTPXTempur Sealy International$15,541,395$3,456,055 ▲28.6%228,3826.7%Retail/WholesaleGEGE Aerospace$13,778,087$20,918,086 ▼-60.3%53,5305.9%AerospaceITUBItau Unibanco$3,802,435$3,802,435 ▲New Holding556,2221.6%FinanceWALDWWaldencast$606,0340.0%6,247,7750.3%Computer and TechnologyAPPFAppFolio$0$19,524,701 ▼-100.0%00.0%Computer and TechnologyMEDPMedpace$0$18,983,406 ▼-100.0%00.0%MedicalShowing 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.
MarketBeat All Access