Zeno Equity Partners LLP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Zeno Equity Partners LLP disclosed 15 US equity positions worth $285.6m in its Q1 2026 13F filing. The largest position was DHR at 16.5% of the reported book, followed by LIN and AMZN.
What did Zeno Equity Partners LLP own in Q1 2026? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | DHR DANAHER ORD | Healthcare | 16.5% | $47.1m | 248,230 | – | |
| 2 | LIN LINDE ORD | Basic Materials | 10.6% | $30.3m | 61,114 | – | |
| 3 | AMZN AMAZON COM ORD | Consumer Cyclical | 10.3% | $29.5m | 141,430 | – | |
| 4 | VIST VISTA ENERGY SPON SRS A ADR | Energy | 7.7% | $21.9m | 290,321 | – | |
| 5 | V VISA CL A ORD | Financial Services | 7.7% | $21.9m | 290,321 | – | |
| 6 | DSGX DESCARTES SYSTEM ORD | Technology | 7.2% | $20.5m | 286,443 | – | |
| 7 | HEI/A HEICO CL A ORD | 6.7% | $19.0m | 90,245 | – | ||
| 8 | ITUB ITAU UNIBANCO HOLDING ADR REP 1 PRF | Financial Services | 6.6% | $18.7m | 2,236,966 | – | |
| 9 | SGI SOMNIGROUP INTERNATIONAL ORD | Consumer Cyclical | 6.0% | $17.3m | 233,394 | – | |
| 10 | TXN TEXAS INSTRUMENTS ORD | Technology | 6.0% | $17.3m | 233,394 | – | |
| 11 | PAX PATRIA INVESTMENTS CL A ORD | Financial Services | 6.0% | $17.0m | 1,349,579 | – | |
| 12 | WALDENCAST CL A ORD | 4.1% | $11.6m | 12,252,580 | – | ||
| 13 | PAM PAMPA ENERGIA ADR REPSG 25 ORD | Industrials | 3.6% | $10.2m | 115,585 | – | |
| 14 | RYAAY RYANAIR HOLDINGS ORD ADR | Industrials | 1.1% | $3.1m | 53,811 | – | |
| 15 | WALDENCAST EQY WARRANT | 0.1% | $176.1k | 4,892,767 | – |
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.