Varenne Capital Partners
Q3 2025 13F Holdings
- Locationparis, I0
- Num holdings
24
- Value ($000)
$526,681
- Date Filed11/12/2025
- Form type13F-HR
- CIK0001902567
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
APH AMPHENOL CORP NEW | CL A | 032095101 | $74.49 M | 14 % | 601,936 | ||
TE CONNECTIVITY PLC | ORD SHS | G87052109 | $67.99 M | 13 % | 309,707 | ||
ANET ARISTA NETWORKS INC | COM SHS | 040413205 | $64.70 M | 12 % | 444,004 | ||
WAB WABTEC | COM | 929740108 | $52.57 M | 10 % | 262,242 | ||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | $37.67 M | 7 % | 184,257 | ||
DIS DISNEY WALT CO | COM | 254687106 | $29.19 M | 6 % | 254,970 | ||
META PLATFORMS INC | CALL | 30303M902 | $27.22 M | 5 % | 3,000 | call | |
GLW CORNING INC | COM | 219350105 | $25.97 M | 5 % | 316,577 | ||
UBER UBER TECHNOLOGIES INC | COM | 90353T100 | $24.40 M | 5 % | 249,097 | ||
NFLX NETFLIX INC | COM | 64110L106 | $24.37 M | 5 % | 20,327 |
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