Funds › Zeno Equity Partners LLP
Zeno Equity Partners LLP
13F for Q3 2026, filed Nov 13, 2026. 15 positions worth $189.9M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | DHR Danaher Corporation | 150,815 | $33.4M | 17.6% | -40.0% | 13F ↗ |
| 2 | DSGX The Descartes Systems Group Inc. | 218,719 | $17.7M | 9.3% | -21.8% | 13F ↗ |
| 3 | LIN Linde plc | 31,043 | $14.7M | 7.8% | -45.0% | 13F ↗ |
| 4 | AMZN Amazon.com, Inc. | 59,078 | $14.7M | 7.7% | -44.8% | 13F ↗ |
| 5 | ITUB Itau Unibanco Banco Holding SA · ADR | 1.59M | $13.5M | 7.1% | -27.3% | 13F ↗ |
| 6 | VIST Vista Energy S.A.B. de C.V. · ADR | 204,645 | $13.4M | 7.0% | -44.7% | 13F ↗ |
| 7 | V Visa Inc. | 35,923 | $12.9M | 6.8% | +46.3% | 13F ↗ |
| 8 | RYAAY Ryanair Holdings plc · ADR | 231,576 | $12.7M | 6.7% | +305% | 13F ↗ |
| 9 | PAX Patria Investments Limited | 1.24M | $12.6M | 6.6% | -27.2% | 13F ↗ |
| 10 | VMC Vulcan Materials Company | 48,998 | $12.0M | 6.3% | +39.5% | 13F ↗ |
| 11 | MLKMF Waldencast plc | 12.59M | $10.8M | 5.7% | +2.7% | 13F ↗ |
| 12 | HEI-A HEICO Corporation Class A | 46,384 | $10.6M | 5.6% | -47.3% | 13F ↗ |
| 13 | PAM Pampa Energia S.A. · ADR | 82,070 | $6.4M | 3.4% | -27.3% | 13F ↗ |
| 14 | SGI Somnigroup International Inc. | 71,749 | $4.5M | 2.3% | -27.3% | 13F ↗ |
| 15 | MLKWF Waldencast plc · *W Exp 07/27/202 | 4.89M | $27.9K | <0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
0 new, 4 added to, 10 trimmed, 1 exited, 1 unchanged. By estimated dollars.
New positions (0)
None this quarter.
Added to (4)
Trimmed (10)
| DHR Danaher Corporation | 150,815 | -40.0% | -$22.3M |
| LIN Linde plc | 31,043 | -45.0% | -$12.1M |
| AMZN Amazon.com, Inc. | 59,078 | -44.8% | -$11.9M |
| VIST Vista Energy S.A.B. de C.V. · ADR | 204,645 | -44.7% | -$10.8M |
| HEI-A HEICO Corporation Class A | 46,384 | -47.3% | -$9.5M |
| ITUB Itau Unibanco Banco Holding SA · ADR | 1.59M | -27.3% | -$5.1M |
| DSGX The Descartes Systems Group Inc. | 218,719 | -21.8% | -$4.9M |
| PAX Patria Investments Limited | 1.24M | -27.2% | -$4.7M |
| PAM Pampa Energia S.A. · ADR | 82,070 | -27.3% | -$2.4M |
| SGI Somnigroup International Inc. | 71,749 | -27.3% | -$1.7M |
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| SPOT Spotify Technology S.A. | 6,055 | Exited | -$2.8M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 15 | $189.9M | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 16 | $269.0M | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR/A (restatement) | 13 | $246.4M | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 11 | $246.6M | Replaced | SEC ↗ |
| Q4 2025 | Feb 9, 2026 | 13F-HR | 11 | $241.2M | Current | SEC ↗ |
| Q3 2025 | Nov 10, 2025 | 13F-HR | 9 | $215.1M | Current | SEC ↗ |
| Q2 2025 | Aug 11, 2025 | 13F-HR | 11 | $231.9M | Current | SEC ↗ |
| Q1 2025 | May 16, 2025 | 13F-HR/A (restatement) | 12 | $276.5M | Current | SEC ↗ |
| Q1 2025 | May 12, 2025 | 13F-HR | 12 | $276.5M | Replaced | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer