Zeno Equity Partners LLP
Top Portfolio Positions
11 positions ·
$227,208,748 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| DHR |
Danaher Corp /De/
Healthcare
|
248,230 | $47,064,408 | 20.71% | |
| LIN |
Linde PLC
Basic Materials
|
61,114 | $30,297,876 | 13.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
141,430 | $29,455,626 | 12.96% | |
| VIST |
Vista Energy, S.A.B. de C.V.
Energy
|
290,321 | $21,910,525 | 9.64% | |
| DSGX |
Descartes Systems Group Inc
Technology
|
286,443 | $20,497,861 | 9.02% | |
| ITUB |
Itau Unibanco Holding S.A.
Financial Services
|
2,236,966 | $18,745,775 | 8.25% | |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
233,394 | $17,252,484 | 7.59% | |
| PAX |
Patria Investments Ltd
Financial Services
|
1,349,579 | $17,004,695 | 7.48% | |
| WALD |
Waldencast plc
Consumer Defensive
|
12,252,580 | $11,639,951 | 5.12% | |
| PAM |
Pampa Energy Inc.
Industrials
|
115,585 | $10,229,272 | 4.50% |
Portfolio Trend
10 quarters · across all stocks
Holdings in DSGX
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,497,861 | 286,443 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $29,098,526 | 256,149 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $27,487,025 | 266,968 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $25,786,167 | 266,276 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $24,217,007 | 264,580 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $11,108,360 | 132,148 | Shares | Sole | 2024-02-29 | |
| No 13F history on record for this holder in this stock. | ||||||