Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Varenne Capital Partners (CIK 1902567) reported $413.0M across 27 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($62.6M, 15.15%), ANET ($51.7M, 12.52%), BKNG ($27.1M, 6.56%), NVST ($26.7M, 6.48%), ADI ($25.9M, 6.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $62.6M | 15.15% | 184,607 | Added |
| 2 | ANET | ARISTA NETWORKS INC | $51.7M | 12.52% | 420,014 | Trimmed |
| 3 | BKNG | BOOKING HOLDINGS INC | $27.1M | 6.56% | 6,418 | Added |
| 4 | NVST | ENVISTA HOLDINGS CORPORATION | $26.7M | 6.48% | 1.1M | New |
| 5 | ADI | ANALOG DEVICES INC | $25.9M | 6.26% | 81,044 | Added |
| 6 | TEL | TE CONNECTIVITY PLC | $25.4M | 6.14% | 121,042 | Trimmed |
| 7 | T | AT&T INC | $24.3M | 5.87% | 833,993 | New |
| 8 | LLY | ELI LILLY & CO | $24.0M | 5.82% | 26,061 | Added |
| 9 | APH | AMPHENOL CORP | $23.5M | 5.69% | 185,367 | Added |
| 10 | GMED | GLOBUS MED INC | $20.5M | 4.95% | 236,615 | New |
| 11 | DECK | DECKERS OUTDOOR CORP | $20.4M | 4.93% | 202,718 | New |
| 12 | MSFT | MICROSOFT CORP | $19.2M | 4.66% | 51,818 | Added |
| 13 | GXO | GXO LOGISTICS INCORPORATED | $8.5M | 2.05% | 162,766 | New |
| 14 | MU | MICRON TECHNOLOGY INC | $8.0M | 1.94% | 3,600 | New |
| 15 | JCI | JOHNSON CONTROLS INTERNATION | $6.6M | 1.60% | 50,321 | New |
| 16 | GEV | GE VERNOVA INC | $5.5M | 1.33% | 6,285 | Trimmed |
| 17 | WAB | WABTEC | $4.8M | 1.17% | 19,214 | Trimmed |
| 18 | MU | MICRON TECHNOLOGY INC | $4.1M | 1.00% | 12,179 | Trimmed |
| 19 | GTLS | CHART INDS INC | $3.7M | 0.90% | 17,874 | Added |
| 20 | HOLX | HOLOGIC INC | $3.6M | 0.87% | 47,376 | Added |
| 21 | AL | AIR LEASE CORP | $3.5M | 0.85% | 53,629 | Added |
| 22 | AVGO | BROADCOM INC | $3.0M | 0.72% | 9,556 | Added |
| 23 | FOLD | AMICUS THERAPEUTIC | $2.6M | 0.63% | 180,818 | New |
| 24 | OS | ONESTREAM INC | $1.9M | 0.45% | 76,906 | New |
| 25 | CWAN | CLEARWATER ANALYTICS HLDGS I | $1.8M | 0.44% | 76,841 | New |
Source: SEC Form 13F filings · as of 2026-03-31