Zeno Equity Partners LLP
CIK 2013334 · Holdings on Dec 31, 2025 · First reported Feb 9, 2026
Top ten holdings
Q4 2025- LIN23.89%
- DHR21.23%
- SGI9.91%
- WALD9.55%
- AMZN9.16%
- HEI.A9.02%
- TXN6.60%
- V5.15%
- PAX3.89%
- APH1.52%
Share classes counted separately99.92%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LINWeight increased · +5.60 pp18.29% → 23.89%Shares +87.12K (+105.18%)
- AMZNWeight decreased · -4.00 pp13.16% → 9.16%Shares -33.22K (-25.77%)
- APHWeight decreased · -3.56 pp5.08% → 1.52%Shares -61.08K (-69.28%)
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 | LINLINDE PLCEquity View history and evidence | $57.62M | 23.89% | 169.96K shares | 18.29% → 23.89%+5.60 pp +87.12K (+105.18%) | Added | ↗▾ |
| 02 | DHRDANAHER CORPEquity View history and evidence | $51.20M | 21.23% | 223.45K shares | 24.53% → 21.23%-3.30 pp -42.35K (-15.93%) | Reduced | ↗▾ |
| 03 | SGISOMNIGROUP INTERNATIONAL INCEquity View history and evidence | $23.89M | 9.91% | 267.58K shares | 9.13% → 9.91%+0.78 pp +34.61K (+14.85%) | Added | ↗▾ |
| 04 | WALDWALDENCAST PLC-AEquity View history and evidence | $23.03M | 9.55% | 12.25M shares | 11.28% → 9.55%-1.73 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | AMZNAMAZON.COM INCEquity View history and evidence | $22.09M | 9.16% | 95.68K shares | 13.16% → 9.16%-4.00 pp -33.22K (-25.77%) | Reduced | ↗▾ |
| 06 | HEI.AHEICO CORP-CLASS AEquity View history and evidence | $21.76M | 9.02% | 248.22K shares | 10.38% → 9.02%-1.36 pp +160.36K (+182.53%) | Added | ↗▾ |
| 07 | TXNTEXAS INSTRUMENTS INCEquity View history and evidence | $15.91M | 6.60% | 91.69K shares | 8.06% → 6.60%-1.46 pp -2.70K (-2.86%) | Reduced | ↗▾ |
| 08 | VVISA INC-CLASS A SHARESEquity View history and evidence | $12.43M | 5.15% | 35.44K shares | Prior unavailable +35.44K | New | ↗▾ |
| 09 | PAXPATRIA INVESTMENTS LTD-AEquity View history and evidence | $9.39M | 3.89% | 590.70K shares | Prior unavailable +590.70K | New | ↗▾ |
| 10 | APHAMPHENOL CORP-CL AEquity View history and evidence | $3.67M | 1.52% | 27.09K shares | 5.08% → 1.52%-3.56 pp -61.08K (-69.28%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2013334 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Feb 9, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 241154188
}Take these holdings further.
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