account_balance
Investment manager · 13F filer · SEC CIK 2013334
Zeno Equity Partners LLP
Reported value$269Mas of Jun 30, 2026
Positions16 6 new, 1 sold out
Top 10 weight88.1%DHR alone is 18%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DHRDanaher Ord
17.8%
LINLinde Ord
10.9%Trimmed −98%
AMZNAmazon Com Ord
9.5%Trimmed −24%
VISTVista Energy Spon SRS A ADR
8.8%New
HEI-AHeico Cl A Ord
8.4%Trimmed −69%
WALDFWaldencast Cl A Ord
8.0%
DSGXDescartes System Ord
7.2%New
PAXPatria Investments Cl A Ord
6.9%Added +1372%
ITUBItau Unibanco Holding ADR Rep 1 PRF
6.6%New
VMCVulcan Materials Ord
3.9%New
PAMPampa Energia ADR Repsg 25 Ord
3.4%Trimmed −92%
V3.1%DHRDanaher Ord
17.8%
LINLinde Ord
10.9%Trimmed −98%
AMZNAmazon Com Ord
9.5%Trimmed −24%
VISTVista Energy Spon SRS A ADR
8.8%New
HEI-AHeico Cl A Ord
8.4%Trimmed −69%
WALDF8.0%
DSGX7.2%PAX6.9%ITUB6.6%VMC3.9%PAM3.4%V3.1%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
DHR Danaher Ord 17.8% HeldLIN Linde Ord 10.9% Trimmed −98%AMZN Amazon Com Ord 9.5% Trimmed −24%VIST Vista Energy Spon SRS A ADR 8.8% NewHEI-A Heico Cl A Ord 8.4% Trimmed −69%
WALDF Waldencast Cl A Ord 8.0% Held
DSGX Descartes System Ord 7.2% NewPAX Patria Investments Cl A Ord 6.9% Added +1372%ITUB Itau Unibanco Holding ADR Rep 1 PRF 6.6% NewVMC Vulcan Materials Ord 3.9% NewPAM Pampa Energia ADR Repsg 25 Ord 3.4% Trimmed −92%V Visa Cl A Ord 3.1% Trimmed −92%What changed