Varenne Capital Partners
Varenne Capital Partners reported 30 positions worth $603.3M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: AVGO (13.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVGO | SH | $82.0M | 13.59% | 217,265 | — | — | |
| ▸ 2 | TSM | SH | $73.2M | 12.13% | 153,341 | — | — | |
| ▸ 3 | ANET | SH | $71.1M | 11.79% | 419,076 | — | — | |
| ▸ 4 | WWD | SH | $36.8M | 6.10% | 86,629 | — | — | |
| ▸ 5 | APH | SH | $32.8M | 5.44% | 186,110 | — | — | |
| ▸ 6 | LLY | SH | $31.5M | 5.22% | 26,251 | — | — | |
| ▸ 7 | NVDA | SH | $31.0M | 5.14% | 154,959 | — | — | |
| ▸ 8 | EL | SH | $28.1M | 4.65% | 355,673 | — | — | |
| ▸ 9 | ADI | SH | $27.8M | 4.62% | 70,156 | — | — | |
| ▸ 10 | CBOE | SH | $25.9M | 4.30% | 106,908 | — | — |
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Frequently Asked Questions
What stocks does Varenne Capital Partners hold as of Q2 2026?
Varenne Capital Partners reported 30 positions worth $603.3M in its Q2 2026 13F filing. Largest positions: AVGO (13.6%), TSM (12.1%), ANET (11.8%), WWD (6.1%) and APH (5.4%).
What did Varenne Capital Partners buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Varenne Capital Partners sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.