13F HOLDINGS REPORT
Zeno Equity Partners LLP
Quarter ended Q4 2024 · Filed February 11, 2025 · Accession 0002013334-25-000004
Total Value
$333.4M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WALDENCAST CL A ORD | WALDW | 15,335,543 | $61.6M | 18.49% |
| 2 | DANAHER ORD | 235851102 | 173,865 | $39.9M | 11.98% |
| 3 | GE AEROSPACE ORD | 369604301 | 206,492 | $34.5M | 10.34% |
| 4 | AMAZON COM ORD | AMZN | 151,609 | $33.3M | 9.98% |
| 5 | APPFOLIO CL A ORD | APPF | 129,256 | $31.9M | 9.57% |
| 6 | LINDE ORD | LIN | 74,378 | $31.1M | 9.34% |
| 7 | DESCARTES SYSTEM ORD | 249906108 | 256,149 | $29.1M | 8.73% |
| 8 | TEXAS INSTRUMENTS ORD | 882508104 | 138,678 | $26.0M | 7.80% |
| 9 | MEDPACE HOLDINGS ORD | MEDP | 60,740 | $20.2M | 6.05% |
| 10 | HEICO CL A ORD | HEI-A | 71,535 | $13.3M | 3.99% |
| 11 | AMPHENOL CL A ORD | 032095101 | 163,269 | $11.4M | 3.41% |
| 12 | WALDENCAST EQY WARRANT | WALDW | 6,247,775 | $1.1M | 0.32% |