Holdings
Varenne Capital Partners
As of Jun 30, 2026, Varenne Capital Partners reported 25 positions worth US$591M. Largest: Broadcom Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Arista Networks, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Broadcom Inc. | 217K | US$82M | +208K | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 153K | US$73.2M | −31,266 | Jun 30, 2026 |
| Arista Networks, Inc. | 419K | US$71.1M | −938 | Jun 30, 2026 |
| Woodward, Inc. | 86,629 | US$36.8M | new | Jun 30, 2026 |
| Amphenol Corporation | 186K | US$32.8M | +743 | Jun 30, 2026 |
| Eli Lilly And Company | 26,251 | US$31.5M | +190 | Jun 30, 2026 |
| Nvidia Corporation | 155K | US$31M | new | Jun 30, 2026 |
| Estee Lauder Companies, Inc. (the) | 356K | US$28.1M | new | Jun 30, 2026 |
| Analog Devices, Inc. | 70,156 | US$27.8M | −10,888 | Jun 30, 2026 |
| Cboe Global Markets, Inc. | 107K | US$25.9M | new | Jun 30, 2026 |