Zeno Equity Partners LLP Top Holdings and 13F Report (2026) About Zeno Equity Partners LLPInvestment ActivityZeno Equity Partners LLP has $246.43 million in total holdings as of March 31, 2026.Zeno Equity Partners LLP owns shares of 13 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 39.88% of the portfolio was purchased this quarter.About 32.42% of the portfolio was sold this quarter.This quarter, Zeno Equity Partners LLP has purchased 11 new stocks and bought additional shares in 3 stocks.Zeno Equity Partners LLP sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings Danaher $47,064,408LINDE ORD $30,297,877Amazon.com $29,455,626Vista Energy $21,910,526The Descartes Systems Group $20,497,861 Largest New Holdings this Quarter 92837L109 - Vista Energy $21,910,526 Holding249906108 - The Descartes Systems Group $20,497,861 Holding465562106 - Itau Unibanco $18,745,775 Holding697660207 - Pampa Energia $10,229,273 Holding783513203 - Ryanair $3,110,276 Holding Largest Purchases this Quarter Vista Energy 290,321 shares (about $21.91M)The Descartes Systems Group 286,443 shares (about $20.50M)Itau Unibanco 2,236,966 shares (about $18.75M)Pampa Energia 115,585 shares (about $10.23M)Patria Investments 758,881 shares (about $9.56M) Largest Sales this Quarter Heico 157,971 shares (about $33.35M)LINDE ORD 24,261 shares (about $12.03M)SOMNIGROUP INTERNATIONAL ORD 34,190 shares (about $2.53M) 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$47,064,408$4,698,667 â–²11.1%248,23019.1%MedicalLINDE ORD$30,297,877$12,027,634 â–¼-28.4%61,11412.3%EquityAMZNAmazon.com$29,455,626$9,527,519 â–²47.8%141,43012.0%Retail/WholesaleVISTVista Energy$21,910,526$21,910,526 â–²New Holding290,3218.9%EnergyDSGXThe Descartes Systems Group$20,497,861$20,497,861 â–²New Holding286,4438.3%Computer and TechnologyHEI.AHeico$19,049,817$33,346,098 â–¼-63.6%90,2457.7%AerospaceITUBItau Unibanco$18,745,775$18,745,775 â–²New Holding2,236,9667.6%FinanceSOMNIGROUP INTERNATIONAL ORD$17,252,484$2,527,325 â–¼-12.8%233,3947.0%EquityPAXPatria Investments$17,004,695$9,561,900 â–²128.5%1,349,5796.9%FinanceWALDWaldencast$11,636,2750.0%12,252,5804.7%Consumer StaplesPAMPampa Energia$10,229,273$10,229,273 â–²New Holding115,5854.2%UtilitiesRYAAYRyanair$3,110,276$3,110,276 â–²New Holding53,8111.3%TransportationWALDWWaldencast$176,1400.0%4,892,7670.1%Computer and TechnologyTXNTexas Instruments$0$15,906,604 â–¼-100.0%00.0%Computer and TechnologyVVisa$0$12,429,513 â–¼-100.0%00.0%Business ServicesAPHAmphenol$0$3,665,277 â–¼-100.0%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 Email Me a Login Link 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.
