Zeno Equity Partners LLP Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$231.9B
Holdings
11
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DHRDANAHER ORD | 258,939 | $51.2B | 22.09% | |
| 2 | WALDWALDENCAST CL A ORD | 15,335,543 | $37.6B | 16.20% | |
| 3 | LINLINDE ORD | 69,003 | $32.4B | 13.96% | |
| 4 | AMZNAMAZON COM ORD | 118,477 | $26.0B | 11.21% | |
| 5 | APHAMPHENOL CL A ORD | 176,195 | $17.4B | 7.51% | |
| 6 | TXNTEXAS INSTRUMENTS ORD | 83,116 | $17.3B | 7.44% | |
| 7 | HEIHEICO CL A ORD | 63,069 | $16.3B | 7.04% | |
| 8 | TPDSOMNIGROUP INTERNATIONAL ORD | 228,382 | $15.5B | 6.70% | |
| 9 | GEGE AEROSPACE ORD | 53,530 | $13.8B | 5.94% | |
| 10 | ITUBITAU UNIBANCO HOLDING ADR REP 1 PRF | 556,222 | $3.8B | 1.64% | |
| 11 | WALDWALDENCAST EQY WARRANT | 6,247,775 | $606.0M | 0.26% |