Varenne Capital Partners Portfolio Holdings
Varenne Capital Partners
- $514 Million
- Q3 2024
Varenne Capital Partners has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $514 Million distributed in 16 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $89M, Westinghouse Air Brake Technologies Corp with a value of $79.9M, Eaton Corp PLC with a value of $55.7M, Netflix Inc with a value of $48.4M, and International Flavors & Fragrances Inc with a value of $47.3M.
Examining the 13F form we can see an increase of $150M in the current position value, from $363M to 514M.
Below you can find more details about Varenne Capital Partners portfolio as well as his latest detailed transactions.
Portfolio value
$514 Million
Communication Services: $184 Million
Industrials: $136 Million
Technology: $98 Million
Basic Materials: $47.3 Million
Consumer Cyclical: $46.2 Million
Financial Services: $2.91 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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