Zeno Equity Partners LLP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Zeno Equity Partners LLP disclosed 9 US equity positions worth $215.1m in its Q3 2025 13F filing. The largest position was DHR at 24.5% of the reported book, followed by LIN and AMZN. Against the Q2 2025 filing, it opened 0 new positions, added to 6 and reduced 3 among the top 9 holdings.
What did Zeno Equity Partners LLP own in Q3 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | DHR DANAHER ORD | Healthcare | 24.5% | $52.8m | 265,795 | 3% | added |
| 2 | LIN LINDE ORD | Basic Materials | 18.3% | $39.3m | 82,837 | 20% | added |
| 3 | AMZN AMAZON COM ORD | Consumer Cyclical | 13.2% | $28.3m | 128,899 | 9% | added |
| 4 | WALDENCAST CL A ORD | 11.3% | $24.3m | 12,252,580 | -20% | reduced | |
| 5 | HEI/A HEICO CL A ORD | 10.4% | $22.3m | 87,854 | 39% | added | |
| 6 | SGI SOMNIGROUP INTERNATIONAL ORD | Consumer Cyclical | 9.1% | $19.6m | 232,977 | 2% | added |
| 7 | TXN TEXAS INSTRUMENTS ORD | Technology | 8.1% | $17.3m | 94,390 | 14% | added |
| 8 | APH AMPHENOL CL A ORD | Technology | 5.1% | $10.9m | 88,163 | -50% | reduced |
| 9 | WALDENCAST EQY WARRANT | 0.1% | $190.3k | 4,892,767 | -22% | reduced |
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.