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Size ($ in 1000's)
At 03/31/2024: $452,707
At 12/31/2023: $382,346
Zeno Equity Partners LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Zeno Equity Partners LLP 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Zeno Equity Partners LLP top holdings by largest position size, as per the latest 13f filing made by Zeno Equity Partners LLP.
In the Zeno Equity Partners LLP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Zeno Equity Partners LLP in that top holding, then the share count change between reporting periods, and finally the Zeno Equity Partners LLP top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| WALDENCAST PLC |
15,332,933 |
+780,000 |
$99,664 | | WALD | 15,332,933 | +780,000 | $99,664 | | GENERAL ELECTRIC COMPANY |
303,191 |
+83,315 |
$53,219 | | GE | 303,191 | +83,315 | $53,219 | | APPFOLIO INC. |
205,781 |
+12,786 |
$50,774 | | APPF | 205,781 | +12,786 | $50,774 | | DANAHER CORPORATION |
193,670 |
+86,729 |
$48,400 | | DHR | 193,670 | +86,729 | $48,400 |  LINDE PUBLIC LIMITED COMPANY |
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$46,107 | | LIN | 99,311 | +24,110 | $46,112 | | Put | 107 | +107 | $5 | | HEICO CORPORATION |
161,570 |
+98,033 |
$30,860 | | HEI | 161,570 | +98,033 | $30,860 | | AMAZON |
147,302 |
+52,380 |
$26,570 | | AMZN | 147,302 | +52,380 | $26,570 | | THE DESCARTES SYSTEMS GROUP INC. |
264,580 |
+132,432 |
$24,217 | | DSGX | 264,580 | +132,432 | $24,217 | | AMPHENOL CORPORATION |
207,586 |
+56,103 |
$23,977 | | APH | 207,586 | +56,103 | $23,977 | | TEMPUR SEALY INTERNATIONAL ORD |
328,265 |
+88,949 |
$18,652 | | TPX | 328,265 | +88,949 | $18,652 | | TEXAS INSTRUMENTS ORD |
100,517 |
+100,517 |
$17,511 | | TXN | 100,517 | +100,517 | $17,511 | | RYANAIR HOLDINGS PUBLIC LIMITED COMPANY |
63,508 |
+25,611 |
$9,246 | | RYAAY | 63,508 | +25,611 | $9,246 | | WALDENCAST PLC |
6,247,776 |
+269,999 |
$3,499 | | WALDW | 6,247,776 | +269,999 | $3,499 |
See Full List: All Stocks Held By Zeno Equity Partners LLP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Zeno Equity Partners LLP
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