13F HOLDINGS REPORT
Varenne Capital Partners
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0000945621-25-001070
Total Value
$526.7M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMPHENOL CORP NEW | 032095101 | 601,936 | $74.5M | 14.14% |
| 2 | TE CONNECTIVITY PLC | TEL | 309,707 | $68.0M | 12.91% |
| 3 | ARISTA NETWORKS INC | ANET | 444,004 | $64.7M | 12.28% |
| 4 | WABTEC | 929740108 | 262,242 | $52.6M | 9.98% |
| 5 | UNIVERSAL HLTH SVCS INC | 913903100 | 184,257 | $37.7M | 7.15% |
| 6 | DISNEY WALT CO | 254687106 | 254,970 | $29.2M | 5.54% |
| 7 | META PLATFORMS INC | META | 3,000 | $27.2M | 5.17% |
| 8 | CORNING INC | GLW | 316,577 | $26.0M | 4.93% |
| 9 | UBER TECHNOLOGIES INC | UBER | 249,097 | $24.4M | 4.63% |
| 10 | NETFLIX INC | NFLX | 20,327 | $24.4M | 4.63% |
| 11 | AUTODESK INC | ADSK | 67,873 | $21.6M | 4.09% |
| 12 | NIKE INC | NKE | 23,000 | $19.6M | 3.73% |
| 13 | ADOBE INC | ADBE | 47,086 | $16.6M | 3.15% |
| 14 | CVS HEALTH CORP | CVS | 131,950 | $9.9M | 1.89% |
| 15 | PAYPAL HLDGS INC | PYPL | 19,292 | $6.0M | 1.14% |
| 16 | GE VERNOVA INC | GEV | 7,923 | $4.9M | 0.93% |
| 17 | MICRON TECHNOLOGY INC | MU | 24,186 | $4.0M | 0.77% |
| 18 | NIKE INC | NKE | 53,359 | $3.7M | 0.71% |
| 19 | WNS HLDGS LTD | G98196101 | 47,498 | $3.6M | 0.69% |
| 20 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 228,987 | $2.3M | 0.43% |
| 21 | BOOKING HOLDINGS INC | BKNG | 293 | $1.6M | 0.30% |
| 22 | ZOOM COMMUNICATIONS INC | ZM | 18,848 | $1.6M | 0.30% |
| 23 | BROADCOM INC | AVGO | 4,437 | $1.5M | 0.28% |
| 24 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 16,531 | $1.2M | 0.24% |