Zeno Equity Partners LLP Portfolio Holdings

Zeno Equity Partners LLP

  • $213 Million
  • Q1 2025

Zeno Equity Partners LLP has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $213 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Medpace Holdings, Inc. with a value of $54.1M, Danaher Corp with a value of $39.5M, Amazon Com Inc with a value of $34.1M, Texas Instruments Inc with a value of $29.5M, and Appfolio Inc with a value of $19.5M.

Examining the 13F form we can see an decrease of $14.5M in the current position value, from $227M to 213M.

Zeno Equity Partners LLP is based out at London, X0

Below you can find more details about Zeno Equity Partners LLP portfolio as well as his latest detailed transactions.

Portfolio value $213 Million
Healthcare: $93.6 Million
Technology: $73.4 Million
Consumer Cyclical: $34.1 Million
Industrials: $11.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.14B
$54.1 Million 25.45% of portfolio
177,595
Q1 2025 Reduced 64.92%
$138B
$39.5 Million 18.56% of portfolio
192,450
Q1 2025 Added 10.69%
$2.09T
$34.1 Million 16.03% of portfolio
179,112
Q1 2025 Added 18.14%
$177B
$29.5 Million 13.87% of portfolio
151,586
Q1 2025 Added 9.31%
$4.16B
$19.5 Million 9.18% of portfolio
88,789
Q1 2025 Reduced 31.31%
$9.7B
$13.6 Million 6.39% of portfolio
134,800
Q1 2025 Reduced 47.37%
$266B
$11.6 Million 5.45% of portfolio
57,889
Q1 2025 Added 132.86%
$52.4B
$10.8 Million 5.06% of portfolio
164,179
Q1 2025 Added 0.56%
Waldencast Cl A Ord
-
$0 0.0% of portfolio
-
Q3 2024 Added 0.02%
Linde Ord
-
$0 0.0% of portfolio
-
Q1 2025 Added 2.44%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 9.3%
Waldencast Eqy Warrant
-
$0 0.0% of portfolio
-
Q2 2024 Reduced -0.0%

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $213 Million
  • Prior Value $227 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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