Zeno Equity Partners LLP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Zeno Equity Partners LLP disclosed 11 US equity positions worth $231.9m in its Q2 2025 13F filing. The largest position was DHR at 22.1% of the reported book, followed by WALDENCAST CL A ORD and LIN. Against the Q1 2025 filing, it opened 1 new position, added to 5 and reduced 3 among the top 11 holdings.
What did Zeno Equity Partners LLP own in Q2 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | DHR DANAHER ORD | Healthcare | 22.1% | $51.2m | 258,939 | 35% | added |
| 2 | WALDENCAST CL A ORD | 16.2% | $37.6m | 15,335,543 | 0% | held | |
| 3 | LIN LINDE ORD | Basic Materials | 14.0% | $32.4m | 69,003 | 8% | added |
| 4 | AMZN AMAZON COM ORD | Consumer Cyclical | 11.2% | $26.0m | 118,477 | -34% | reduced |
| 5 | APH AMPHENOL CL A ORD | Technology | 7.5% | $17.4m | 176,195 | 7% | added |
| 6 | TXN TEXAS INSTRUMENTS ORD | Technology | 7.4% | $17.3m | 83,116 | -45% | reduced |
| 7 | HEI/A HEICO CL A ORD | 7.0% | $16.3m | 63,069 | 9% | added | |
| 8 | SGI SOMNIGROUP INTERNATIONAL ORD | Consumer Cyclical | 6.7% | $15.5m | 228,382 | 29% | added |
| 9 | GE GE AEROSPACE ORD | Industrials | 5.9% | $13.8m | 53,530 | -60% | reduced |
| 10 | ITUB ITAU UNIBANCO HOLDING ADR REP 1 PRF | Financial Services | 1.6% | $3.8m | 556,222 | – | new |
| 11 | WALDENCAST EQY WARRANT | 0.3% | $606.0k | 6,247,775 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.