Institutional Fund
Zeno Equity Partners LLP
London, United KingdomCIK 20133347 filings on record
Portfolio Value
$246.43M
Q1 2026
Holdings
13
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+2.2%
from $241.15M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Danaher Corporation19.1%
- Linde PLC12.3%
- Amazon Com Inc12.0%
- Vista Energy S.A.B. De C.V.8.9%
- Descartes Sys Group Inc8.3%
- Heico Corp New7.7%
- Other31.7%
Portfolio Holdings
13 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Danaher Corporation | 248.2K | $47.06M | 19.1% | +24.8K | Added |
| 2 | Linde PLC | 61.1K | $30.30M | 12.3% | −108.8K | Reduced |
| 3 | Amazon Com Inc | 141.4K | $29.46M | 12.0% | +45.7K | Added |
| 4 | Vista Energy S.A.B. De C.V. | 290.3K | $21.91M | 8.9% | +290.3K | New |
| 5 | Descartes Sys Group Inc | 286.4K | $20.50M | 8.3% | +286.4K | New |
| 6 | Heico Corp New | 90.2K | $19.05M | 7.7% | −158.0K | Reduced |
| 7 | Itau Unibanco Hldg S A | 2.24M | $18.75M | 7.6% | +2.24M | New |
| 8 | Somnigroup International Inc | 233.4K | $17.25M | 7.0% | −34.2K | Reduced |
| 9 | Patria Investments Limited | 1.35M | $17.00M | 6.9% | +758.9K | Added |
| 10 | Waldencast PLC | 12.25M | $11.64M | 4.7% | 0 | Held |
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