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.
Zeno Equity Partners LLP (CIK 2013334) reported $246.4M across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DHR ($47.1M, 19.10%), LIN ($30.3M, 12.29%), AMZN ($29.5M, 11.95%), VIST ($21.9M, 8.89%), DSGX ($20.5M, 8.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DHR | DANAHER ORD | $47.1M | 19.10% | 248,230 | Added |
| 2 | LIN | LINDE ORD | $30.3M | 12.29% | 61,114 | Trimmed |
| 3 | AMZN | AMAZON COM ORD | $29.5M | 11.95% | 141,430 | Added |
| 4 | VIST | VISTA ENERGY SPON SRS A ADR | $21.9M | 8.89% | 290,321 | New |
| 5 | DSGX | DESCARTES SYSTEM ORD | $20.5M | 8.32% | 286,443 | New |
| 6 | HEI.A | HEICO CL A ORD | $19.0M | 7.73% | 90,245 | Trimmed |
| 7 | ITUB | ITAU UNIBANCO HOLDING ADR REP 1 PRF | $18.7M | 7.61% | 2.2M | New |
| 8 | TPX | SOMNIGROUP INTERNATIONAL ORD | $17.3M | 7.00% | 233,394 | Trimmed |
| 9 | PAX | PATRIA INVESTMENTS CL A ORD | $17.0M | 6.90% | 1.3M | Added |
| 10 | WALD | WALDENCAST CL A ORD | $11.6M | 4.72% | 12.3M | Hold |
| 11 | PAM | PAMPA ENERGIA ADR REPSG 25 ORD | $10.2M | 4.15% | 115,585 | New |
| 12 | RYAAY | RYANAIR HOLDINGS ORD ADR | $3.1M | 1.26% | 53,811 | New |
| 13 | WALDW | WALDENCAST EQY WARRANT | $176,140 | 0.07% | 4.9M | Hold |
| 14 | APH | AMPHENOL CL A ORD | $0 | 0.00% | 0 | Exited |
| 15 | TXN | TEXAS INSTRUMENTS ORD | $0 | 0.00% | 0 | Exited |
| 16 | V | VISA CL A ORD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31