Varenne Capital Partners 13F Holdings
CIK 0001902567
As of Sep 30, 2025, Varenne Capital Partners reported 24 positions worth $526.7M in its SEC Form 13F filing.
Top 24 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| AMPHENOL CORP-CL A | APH | Technology | 601,936 | $74.5M | 14.14% |
| TE CONNECTIVITY PLC | TEL | Technology | 309,707 | $68.0M | 12.91% |
| ARISTA NETWORKS INC | ANET | Technology | 444,004 | $64.7M | 12.28% |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | WAB | Industrials | 262,242 | $52.6M | 9.98% |
| UNIVERSAL HEALTH SERVICES INC | UHS | Healthcare | 184,257 | $37.7M | 7.15% |
| WALT DISNEY CO | DIS | Communication Services | 254,970 | $29.2M | 5.54% |
| META PLATFORMS INC | — | — | 3,000 | $27.2M | 5.17% |
| CORNING INC | GLW | Technology | 316,577 | $26.0M | 4.93% |
| UBER TECHNOLOGIES INC | UBER | Technology | 249,097 | $24.4M | 4.63% |
| NETFLIX INC | NFLX | Communication Services | 20,327 | $24.4M | 4.63% |
| AUTODESK INC | ADSK | Technology | 67,873 | $21.6M | 4.09% |
| NIKE INC | — | — | 23,000 |