Zeno Equity Partners LLP
CIK 2013334 · Holdings on Jun 30, 2025 · First reported Aug 11, 2025
Top ten holdings
Q2 2025- DHR22.09%
- WALD16.20%
- LIN13.96%
- AMZN11.21%
- APH7.51%
- TXN7.44%
- HEI.A7.04%
- SGI6.70%
- GE5.94%
- ITUB1.64%
Share classes counted separately99.73%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DHRWeight increased · +7.81 pp14.28% → 22.09%Shares +66.49K (+34.55%)
- GEWeight decreased · -3.83 pp9.77% → 5.94%Shares -81.27K (-60.29%)
- APHWeight increased · +3.61 pp3.90% → 7.51%Shares +12.02K (+7.32%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 11
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DHRDANAHER CORPEquity View history and evidence | $51.21M | 22.09% | 258.94K shares | 14.28% → 22.09%+7.81 pp +66.49K (+34.55%) | Added | ↗▾ |
| 02 | WALDWALDENCAST PLC-AEquity View history and evidence | $37.57M | 16.20% | 15.34M shares | 16.64% → 16.20%-0.44 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | LINLINDE PLCEquity View history and evidence | $32.37M | 13.96% | 69.00K shares | 10.75% → 13.96%+3.21 pp +5.18K (+8.11%) | Added | ↗▾ |
| 04 | AMZNAMAZON.COM INCEquity View history and evidence | $25.99M | 11.21% | 118.48K shares | 12.32% → 11.21%-1.11 pp -60.63K (-33.85%) | Reduced | ↗▾ |
| 05 | APHAMPHENOL CORP-CL AEquity View history and evidence | $17.42M | 7.51% | 176.19K shares | 3.90% → 7.51%+3.61 pp +12.02K (+7.32%) | Added | ↗▾ |
| 06 | TXNTEXAS INSTRUMENTS INCEquity View history and evidence | $17.26M | 7.44% | 83.12K shares | 9.85% → 7.44%-2.41 pp -68.47K (-45.17%) | Reduced | ↗▾ |
| 07 | HEI.AHEICO CORP-CLASS AEquity View history and evidence | $16.32M | 7.04% | 63.07K shares | 4.42% → 7.04%+2.62 pp +5.18K (+8.95%) | Added | ↗▾ |
| 08 | SGISOMNIGROUP INTERNATIONAL INCEquity View history and evidence | $15.54M | 6.70% | 228.38K shares | 3.85% → 6.70%+2.85 pp +50.79K (+28.60%) | Added | ↗▾ |
| 09 | GEGENERAL ELECTRICEquity View history and evidence | $13.78M | 5.94% | 53.53K shares | 9.77% → 5.94%-3.83 pp -81.27K (-60.29%) | Reduced | ↗▾ |
| 10 | ITUBITAU UNIBANCO H-SPON PRF ADRADR View history and evidence | $3.80M | 1.64% | 556.22K shares | Prior unavailable +556.22K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| APPF APPFOLIO INC - A | Non-derivative | -88,789 | -$19.52M | SEC filing ↗ | SEC filing ↗ |
| MEDP MEDPACE HOLDINGS INC | Non-derivative | -62,304 | -$18.98M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2013334 · Period Jun 30, 2025
Data loaded Sep 23, 2026 · First reported Aug 11, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 231872528
}Take these holdings further.
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