13F HOLDINGS REPORT
Zeno Equity Partners LLP
Quarter ended Q4 2025 · Filed February 9, 2026 · Accession 0002013334-26-000002
Total Value
$241.2M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DANAHER ORD | 235851102 | 223,448 | $51.2M | 21.23% |
| 2 | LINDE ORD | LIN | 84,586 | $36.1M | 14.96% |
| 3 | SOMNIGROUP INTERNATIONAL ORD | SGI | 267,584 | $23.9M | 9.91% |
| 4 | WALDENCAST CL A ORD | WALDW | 12,252,580 | $23.0M | 9.55% |
| 5 | AMAZON COM ORD | AMZN | 95,684 | $22.1M | 9.16% |
| 6 | DESCARTES SYSTEM ORD | HEI-A | 248,216 | $21.8M | 9.02% |
| 7 | HEICO CL A ORD | LIN | 85,375 | $21.6M | 8.94% |
| 8 | TEXAS INSTRUMENTS ORD | 882508104 | 91,686 | $15.9M | 6.60% |
| 9 | VISA CL A ORD | V | 35,441 | $12.4M | 5.15% |
| 10 | PATRIA INVESTMENTS CL A ORD | PAX | 590,698 | $9.4M | 3.89% |
| 11 | AMPHENOL CL A ORD | 032095101 | 27,087 | $3.7M | 1.52% |
| 12 | WALDENCAST EQY WARRANT | WALDW | 4,892,767 | $177,852 | 0.07% |