§ 13F · FUND PROFILE
Zeno Equity Partners LLP.
AUM · $269M (13F)Positions · 16Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DHR | DANAHER ORD | 252K | $48M | 17.8% | −49% |
| 2 | LIN | LINDE ORD | 56K | $29M | 10.9% | −98% |
| 3 | AMZN | AMAZON COM ORD | 107K | $26M | 9.5% | −62% |
| 4 | VIST | VISTA ENERGY SPON SRS A ADR | 370K | $24M | 8.8% | +27% |
| 5 | HEI/A | HEICO CL A ORD | 88K | $23M | 8.4% | −77% |
| 6 | WALD | WALDENCAST CL A ORD | 12.25M | $22M | 8.0% | −50% |
| 7 | DSGX | DESCARTES SYSTEM ORD | 280K | $19M | 7.2% | −2% |
| 8 | PAX | PATRIA INVESTMENTS CL A ORD | 1.70M | $19M | 6.9% | +16% |
| 9 | ITUB | ITAU UNIBANCO HOLDING ADR REP 1 PRF | 2.18M | $18M | 6.6% | −2% |
| 10 | VMC | VULCAN MATERIALS ORD | 35K | $10M | 3.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ZENO SIGNAL
AC read
Zeno Equity Partners LLP is a Other fund managing $269 million in assets. The fund runs a focused portfolio of just 16 positions.
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