Zeno Equity Partners LLP Top Holdings and 13F Report (2025) About Zeno Equity Partners LLPInvestment ActivityZeno Equity Partners LLP has $333.39 million in total holdings as of December 31, 2024.Zeno Equity Partners LLP owns shares of 12 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 6.68% of the portfolio was purchased this quarter.About 12.60% of the portfolio was sold this quarter.This quarter, Zeno Equity Partners LLP has purchased 16 new stocks and bought additional shares in 5 stocks.Zeno Equity Partners LLP sold shares of 4 stocks and completely divested from 5 stocks this quarter.Largest Holdings Waldencast $61,648,883Danaher $39,946,344General Electric $34,484,758Amazon.com $33,261,499AppFolio $31,890,040 Largest New Holdings this Quarter Amphenol $11,359,440 Holding Largest Purchases this Quarter Amphenol 163,269 shares (about $11.36M)Danaher 17,566 shares (about $4.04M)Medpace 12,121 shares (about $4.03M)LINDE ORD 2,734 shares (about $1.14M)Amazon.com 4,555 shares (about $999.32K) Largest Sales this Quarter AppFolio 47,669 shares (about $11.76M)Texas Instruments 14,104 shares (about $2.64M)General Electric 12,013 shares (about $2.01M)The Descartes Systems Group 10,819 shares (about $1.23M) 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 PortfolioSectorWALDWaldencast$61,648,8830.0%15,335,54318.5%Consumer StaplesDHRDanaher$39,946,344$4,035,875 ▲11.2%173,86512.0%MedicalGEGeneral Electric$34,484,758$2,006,206 ▼-5.5%206,49210.3%TransportationAMZNAmazon.com$33,261,499$999,321 ▲3.1%151,60910.0%Retail/WholesaleAPPFAppFolio$31,890,040$11,760,896 ▼-26.9%129,2569.6%Computer and TechnologyLINDE ORD$31,139,837$1,144,644 ▲3.8%74,3789.3%EquityDSGXThe Descartes Systems Group$29,098,526$1,229,038 ▼-4.1%256,1498.7%Computer and TechnologyTXNTexas Instruments$26,003,512$2,644,641 ▼-9.2%138,6787.8%Computer and TechnologyMEDPMedpace$20,179,650$4,026,960 ▲24.9%60,7406.1%MedicalHEI.AHEICO$13,311,233$709,709 ▲5.6%71,5354.0%AerospaceAPHAmphenol$11,359,440$11,359,440 ▲New Holding163,2693.4%Computer and TechnologyWALDWWaldencast$1,062,1220.0%6,247,7750.3%Computer and TechnologyAMPHENOL CL A ORD$0$11,691,329 ▼-100.0%00.0%EquityTPXTempur Sealy International$0$6,640,616 ▼-100.0%00.0%Retail/WholesaleRYAAYRyanair$0$5,540,649 ▼-100.0%00.0%TransportationSPY 5Nv4 485.0 P$0$327,281 ▼-100.0%00.0%PutQQQ Oct4 465.0 P$0$161,700 ▼-100.0%00.0%PutShowing 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 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.
