Varenne Capital Partners
Top Portfolio Positions
27 positions ·
$401,723,963 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
184,607 | $62,387,935 | 15.53% | |
| ANET |
Arista Networks, Inc.
Technology
|
420,014 | $51,569,318 | 12.84% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
6,418 | $27,021,832 | 6.73% | |
| NVST |
Envista Holdings Corp
Healthcare
|
1,051,029 | $26,664,605 | 6.64% | |
| ADI |
Analog Devices Inc
Technology
|
81,044 | $25,783,338 | 6.42% | |
| TEL |
TE Connectivity plc
Technology
|
121,042 | $25,300,198 | 6.30% | |
| T |
At&T Inc.
Communication Services
|
833,993 | $24,177,457 | 6.02% | |
| LLY |
ELI LILLY & Co
Healthcare
|
26,061 | $23,970,125 | 5.97% | |
| APH |
Amphenol Corp /De/
Technology
|
185,367 | $23,421,120 | 5.83% | |
| GMED |
Globus Medical Inc
Healthcare
|
236,615 | $20,386,748 | 5.07% |
Portfolio Trend
Holdings in GMED
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,386,748 | 236,615 | Shares | Sole | 2026-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||