Varenne Capital Partners
CIK 0001902567 · PARIS, null · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$603.3M
2026 Q2
Positions
30
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
73.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AVGO
BROADCOM INC
13.6%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
12.1%
ANET
ARISTA NETWORKS INC
11.8%
WWD
WOODWARD INC
6.1%
APH
AMPHENOL CORP
5.4%
LLY
ELI LILLY & CO
5.2%
NVDA
NVIDIA CORPORATION
5.1%
EL
LAUDER ESTEE COS INC
4.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.