Zeno Equity Partners LLP Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$241.2B
Holdings
11
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DHRDANAHER ORD | 223,448 | $51.2B | 21.23% | |
| 2 | LINLINDE ORD | 84,586 | $36.1B | 14.96% | |
| 3 | TPDSOMNIGROUP INTERNATIONAL ORD | 267,584 | $23.9B | 9.91% | |
| 4 | WALDWALDENCAST CL A ORD | 12,252,580 | $23.0B | 9.55% | |
| 5 | AMZNAMAZON COM ORD | 95,684 | $22.1B | 9.16% | |
| 6 | HEIDESCARTES SYSTEM ORD | 248,216 | $21.8B | 9.02% | |
| 7 | LINHEICO CL A ORD | 85,375 | $21.6B | 8.94% | |
| 8 | TXNTEXAS INSTRUMENTS ORD | 91,686 | $15.9B | 6.60% | |
| 9 | VVISA CL A ORD | 35,441 | $12.4B | 5.15% | |
| 10 | PAXPATRIA INVESTMENTS CL A ORD | 590,698 | $9.4B | 3.89% | |
| 11 | APHAMPHENOL CL A ORD | 27,087 | $3.7B | 1.52% | |
| 12 | WALDWALDENCAST EQY WARRANT | 4,892,767 | $177.0M | 0.07% |