13F HOLDINGS REPORT
Zeno Equity Partners LLP
Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0002013334-25-000018
Total Value
$215.1M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DANAHER ORD | 235851102 | 265,795 | $52.8M | 24.53% |
| 2 | LINDE ORD | LIN | 82,837 | $39.3M | 18.29% |
| 3 | AMAZON COM ORD | AMZN | 128,899 | $28.3M | 13.16% |
| 4 | WALDENCAST CL A ORD | WALDW | 12,252,580 | $24.3M | 11.28% |
| 5 | HEICO CL A ORD | HEI-A | 87,854 | $22.3M | 10.38% |
| 6 | SOMNIGROUP INTERNATIONAL ORD | SGI | 232,977 | $19.6M | 9.13% |
| 7 | TEXAS INSTRUMENTS ORD | 882508104 | 94,390 | $17.3M | 8.06% |
| 8 | AMPHENOL CL A ORD | 032095101 | 88,163 | $10.9M | 5.08% |
| 9 | WALDENCAST EQY WARRANT | WALDW | 4,892,767 | $190,329 | 0.09% |