Zeno Equity Partners LLP

CIK 0002013334 · LONDON, X0 · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Zeno Equity Partners LLP reported 16 positions worth $269.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: DHR (17.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$269.0M
2026 Q2
Positions
16
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
88.1%
Est. Net Flow (Q)
2026 Q2
10 / 16 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DHRDANAHER ORDSH$47.9M17.81%251,554
2LINLINDE ORDSH$29.3M10.89%56,446
3AMZNAMAZON COM ORDSH$25.5M9.48%107,007
4VISTVISTA ENERGY SPON SRS A ADRSH$23.6M8.78%370,012
5HEI-AHEICO CL A ORDSH$22.7M8.45%88,085
6WALDWALDENCAST CL A ORDSH$21.6M8.02%12,252,580
7DSGXDESCARTES SYSTEM ORDSH$19.4M7.20%279,581
8PAXPATRIA INVESTMENTS CL A ORDSH$18.7M6.94%1,701,343
9ITUBITAU UNIBANCO HOLDING ADR REP 1 PRFSH$17.8M6.63%2,183,366
10VMCVULCAN MATERIALS ORDSH$10.4M3.85%35,135

The free plan shows the top 10 positions. The remaining 6 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Zeno Equity Partners LLP hold as of Q2 2026?

Zeno Equity Partners LLP reported 16 positions worth $269.0M in its Q2 2026 13F filing. Largest positions: DHR (17.8%), LIN (10.9%), AMZN (9.5%), VIST (8.8%) and HEI-A (8.4%).

What did Zeno Equity Partners LLP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Zeno Equity Partners LLP 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.