13F HOLDINGS REPORT
Varenne Capital Partners
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001567619-23-002459
Total Value
$197.7M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DOLLAR GEN CORP NEW | 256677105 | 435,550 | $107.3M | 54.26% |
| 2 | STARBUCKS CORP | SBUX | 187,910 | $62.0M | 31.37% |
| 3 | BOOKING HOLDINGS INC | BKNG | 4,479 | $9.0M | 4.57% |
| 4 | ACTIVISION BLIZZARD INC | 00507V109 | 78,293 | $6.0M | 3.03% |
| 5 | ALPHABET INC | GOOG | 67,194 | $5.9M | 3.00% |
| 6 | LHC GROUP INC | 50187A107 | 36,458 | $5.9M | 2.98% |
| 7 | KNOWBE4 INC | 49926T104 | 63,169 | $1.6M | 0.79% |