Zeno Equity Partners LLP reported 16 holdings worth US$269M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Zeno Equity Partners LLP reported 16 holdings worth US$269M as of Jun 30, 2026. Largest: Danaher Corporation, Amazon.com, Inc. and Vista Energy Sab De Cv Class A. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 16
- Value as reported
- US$269M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Danaher Corporation | 252K | US$47.9M | 17.8% |
| Amazon.com, Inc. | 107K | US$25.5M | 9.5% |
| Vista Energy Sab De Cv Class A | 370K | US$23.6M | 8.8% |
| Heico Corporation | 88,085 | US$22.7M | 8.4% |
| Descartes Systems Group Inc. | 280K | US$19.4M | 7.2% |
| Patria Investments Limited | 1.7M | US$18.7M | 6.9% |
| Itau Unibanco Holding S.a. | 2.18M | US$17.8M | 6.6% |
| Vulcan Materials Company (holding Company) | 35,135 | US$10.4M | 3.9% |
| Visa Inc. | 24,557 | US$8.43M | 3.1% |
| Somnigroup International Inc. | 98,756 | US$7.74M | 2.9% |