The Analysis of Zeno Equity Partners LLP's Holdings


Currently, Zeno Equity Partners LLP holds 11 types of securities in its portfolio with a total value $241.2M. In the most recent quarter, they have increased their positions in N/A (+87.1K shares, valued at $29.5M), HEI.A (+160.4K shares, valued at $14.1M), V (+35.4K shares, valued at $12.4M); decreased their positions in DHR (-42.3K shares, valued at $9.7M), APH (-61.1K shares, valued at $8.3M), AMZN (-33.2K shares, valued at $7.7M); initiated new positions in V (+35.4K shares, valued at $12.4M), PAX (+590.7K shares, valued at $9.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
HEICO CL A ORD HEICO CL A ORD170.0K shares105.18%2025-12-312026-02-09history
DHR DANAHER ORD223.4K shares-15.93%2025-12-312026-02-09history
SGI SOMNIGROUP INTERNATIONAL ORD267.6K shares14.85%2025-12-312026-02-09history
WALD WALDENCAST CL A ORD12.3M shares0.00%2025-12-312026-02-09history
AMZN AMAZON COM ORD95.7K shares-25.77%2025-12-312026-02-09history
HEI.A DESCARTES SYSTEM ORD248.2K shares182.53%2025-12-312026-02-09history
TXN TEXAS INSTRUMENTS ORD91.7K shares-2.86%2025-12-312026-02-09history
V VISA CL A ORD35.4K sharesnew addition2025-12-312026-02-09history
Sponsored
PAX PATRIA INVESTMENTS CL A ORD590.7K sharesnew addition2025-12-312026-02-09history
APH AMPHENOL CL A ORD27.1K shares-69.28%2025-12-312026-02-09history
WALDW WALDENCAST EQY WARRANT4.9M shares0.00%2025-12-312026-02-09history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available