Zeno Equity Partners Llp Portfolio Stock Holdings

Zeno Equity Partners Llp disclosed 11 stock positions valued at approximately $246.6 million in its latest SEC 13F filing. The largest holdings include PAMPA ENERGIA ADR REPSG 25 ORD, DANAHER ORD, and AMAZON COM ORD. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
11
Portfolio Value
$246.6M
Holdings by Sector
Zeno Equity Partners Llp Portfolio Holdings in Q1 2026

9 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
PAMPA ENERGIA ADR REPSG 25 ORDLINOther27.66%2,388,325-23,472-0.97%$68,215,202
DANAHER ORDDHRHealthcare19.11%248,230+24,782+11.09%$47,133,912
AMAZON COM ORDAMZNConsumer Cyclical11.94%141,430+45,746+47.81%$29,455,626
VISA CL A ORDVFinancial Services8.88%290,321+254,880+719.17%$21,910,526
DESCARTES SYSTEM ORDHEI-AIndustrials8.31%286,443+38,227+15.40%$20,497,861
TEXAS INSTRUMENTS ORDTXNTechnology7.00%233,394+141,708+154.56%$17,252,484
RYANAIR HOLDINGS ORD ADRPAMUtilities6.90%1,349,579+1,349,579+100.00%$17,004,695
PATRIA INVESTMENTS CL A ORDPAXOther4.15%115,585-475,113-80.43%$10,229,273
SOMNIGROUP INTERNATIONAL ORDTPXConsumer Cyclical1.26%53,811-213,773-79.89%$3,110,276