Zeno Equity Partners Llp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$246.4M
Q ending 2026-03-31
Prior quarter
$241.2M
Q ending 2025-12-31
Change
+2.2% QoQ · -10.9% YoY
Positions
13
reported holdings
Largest positions
All 13 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Danaher Ord | DHR | Shares | $47.1M | 248K |
| Linde Ord | Shares | $30.3M | 61K | |
| Amazon Com Ord | AMZN | Shares | $29.5M | 141K |
| Vista Energy Spon Srs A Adr | VIST | Shares | $21.9M | 290K |
| Descartes System Ord | DSGX | Shares | $20.5M | 286K |
| Heico Cl A Ord | HEI/A | Shares | $19.0M | 90K |
| Itau Unibanco Holding Adr Rep 1 Pr | ITUB | Shares | $18.7M | 2.2M |
| Somnigroup International Ord | SGI | Shares | $17.3M | 233K |
| Patria Investments Cl A Ord | Shares | $17.0M | 1.3M | |
| Waldencast Cl A Ord | Shares | $11.6M | 12.3M | |
| Pampa Energia Adr Repsg 25 Ord | PAM | Shares | $10.2M | 116K |
| Ryanair Holdings Ord Adr | RYAAY | Shares | $3.1M | 54K |
| Waldencast Eqy Warrant | Shares | $176K | 4.9M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.