Zeno Equity Partners LLP Top Holdings and 13F Report (2026) About Zeno Equity Partners LLPInvestment ActivityZeno Equity Partners LLP has $268.99 million in total holdings as of June 30, 2026.Zeno Equity Partners LLP owns shares of 16 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 11.66% of the portfolio was purchased this quarter.About 8.51% of the portfolio was sold this quarter.This quarter, Zeno Equity Partners LLP has purchased 13 new stocks and bought additional shares in 4 stocks.Zeno Equity Partners LLP sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings Danaher $47,916,006LINDE ORD $29,292,087Amazon.com $25,504,048Vista Energy $23,606,766Heico $22,718,002 Largest New Holdings this Quarter 929160109 - Vulcan Materials $10,365,176 Holding92826C839 - Visa $8,425,261 HoldingL8681T102 - Spotify Technology $2,780,032 Holding Largest Purchases this Quarter Vulcan Materials 35,135 shares (about $10.37M)Visa 24,557 shares (about $8.43M)Vista Energy 79,691 shares (about $5.08M)Patria Investments 351,764 shares (about $3.86M)Spotify Technology 6,055 shares (about $2.78M) Largest Sales this Quarter SOMNIGROUP INTERNATIONAL ORD 134,638 shares (about $10.56M)Amazon.com 34,423 shares (about $8.20M)LINDE ORD 4,668 shares (about $2.42M)Heico 2,160 shares (about $557.09K)The Descartes Systems Group 6,862 shares (about $475.12K) 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$47,916,006$633,156 â–²1.3%251,55417.8%HealthcareLINDE ORD$29,292,087$2,422,412 â–¼-7.6%56,44610.9%COMAMZNAmazon.com$25,504,048$8,204,378 â–¼-24.3%107,0079.5%Consumer DiscretionaryVISTVista Energy$23,606,766$5,084,286 â–²27.4%370,0128.8%EnergyHEI.AHeico$22,718,002$557,086 â–¼-2.4%88,0858.4%IndustrialsWALDWaldencast$21,564,5410.0%12,252,5808.0%Consumer StaplesDSGXThe Descartes Systems Group$19,358,188$475,125 â–¼-2.4%279,5817.2%TechnologyPAXPatria Investments$18,680,746$3,862,369 â–²26.1%1,701,3436.9%FinanceITUBItau Unibanco$17,838,100$437,912 â–¼-2.4%2,183,3666.6%FinanceVMCVulcan Materials$10,365,176$10,365,176 â–²New Holding35,1353.9%MaterialsPAMPampa Energia$9,265,578$227,418 â–¼-2.4%112,8163.4%UtilitiesVVisa$8,425,261$8,425,261 â–²New Holding24,5573.1%FinanceSOMNIGROUP INTERNATIONAL ORD$7,742,470$10,555,619 â–¼-57.7%98,7562.9%COMRYAAYRyanair$3,700,139$215,877 â–²6.2%57,1451.4%IndustrialsSPOTSpotify Technology$2,780,032$2,780,032 â–²New Holding6,0551.0%Communication ServicesWALDWWaldencast$229,4710.0%4,892,7670.1%Consumer StaplesShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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.
