account_balance
Investment manager · 13F filer · SEC CIK 1902567
Varenne Capital Partners
Reported value$530Mas of Sep 30, 2026
Positions24 8 new, 10 sold out
Top 10 weight79.5%EME alone is 16%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
EMEEmcor Group, Inc.
15.7%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
13.5%Added +2%
AEISAdvanced Energy Industries Inc
9.6%New
FIXComfort Systems USA Inc
7.1%New
NVDANVIDIA Corp
6.8%Added +3%
APHAmphenol Corp
6.0%
FIVEFive Below, Inc
5.7%Trimmed −2%
LRCXLam Research Corp
5.3%New
KLACKLA Corp
5.0%New
LLYELI Lilly & Co
4.7%−17%
GEHCGE HealthCare Technologies Inc.
3.1%+3%
AMZNAmazon.com Inc
2.9%
EMEEmcor Group, Inc.
15.7%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
13.5%Added +2%
AEISAdvanced Energy Industries Inc
9.6%New
FIXComfort Systems USA Inc
7.1%New
NVDANVIDIA Corp
6.8%+3%
APHAmphenol Corp
6.0%
FIVEFive Below, Inc
5.7%
LRCXLam Research Corp
5.3%
KLACKLA Corp
5.0%
LLYELI Lilly & Co
4.7%
GEHC3.1%AMZN2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
EME Emcor Group, Inc. 15.7% NewTSM Taiwan Semiconductor Manufacturing Co Ltd 13.5% Added +2%AEIS Advanced Energy Industries Inc 9.6% NewFIX Comfort Systems USA Inc 7.1% NewNVDA NVIDIA Corp 6.8% Added +3%APH Amphenol Corp 6.0% HeldFIVE Five Below, Inc 5.7% Trimmed −2%LRCX Lam Research Corp 5.3% NewKLAC KLA Corp 5.0% NewLLY ELI Lilly & Co 4.7% Trimmed −17%GEHC GE HealthCare Technologies Inc. 3.1% Added +3%AMZN Amazon.com Inc 2.9% Held
What changed
Biggest moves since Jun 30, 2026
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