Zeno Equity Partners LLP
Net buyer this quarter
$269M
16
+$8.49M
88.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DHR | $47.9M | 17.81% | 0.04% | +1.3% | Q4 2023 |
 LIN | $29.3M | 10.89% | 0.01% | -7.6% | Q4 2023 |
 AMZN | $25.5M | 9.48% | 0.00% | -24.3% | Q4 2023 |
 VIST | $23.6M | 8.78% | 0.39% | +27.5% | Q1 2026 |
 HEI.A | $22.7M | 8.45% | Not reported | -2.4% | Q2 2024 |
 WALD | $21.6M | 8.02% | 153.16% | Not reported | Q4 2023 |
 DSGX | $19.4M | 7.20% | 0.33% | -2.4% | Q4 2023 |
 PAX | $18.7M | 6.94% | Not reported | +26.1% | Q4 2025 |
 ITUB | $17.8M | 6.63% | 0.04% | -2.4% | Q2 2025 |
 VMC | $10.4M | 3.85% | 0.03% | New | Q2 2026 |
 PAM | $9.27M | 3.44% | 0.01% | -2.4% | Q1 2026 |
 V | $8.43M | 3.13% | 0.00% | Not reported | Q4 2025 |
 SGI | $7.74M | 2.88% | 0.05% | -57.7% | Q4 2023 |
 RYAAY | $3.7M | 1.38% | 0.01% | +6.2% | Q4 2023 |
 SPOT | $2.78M | 1.03% | 0.00% | New | Q2 2026 |
| WALDW | $229K | 0.09% | Not reported | Not reported | Q4 2023 |
| Q1 2026 | |||||
| DHR | $47.1M | 19.10% | 0.04% | +11.1% | Q4 2023 |
| LIN | $30.3M | 12.29% | 0.01% | -64.0% | Q4 2023 |
| AMZN | $29.5M | 11.95% | 0.00% | +47.8% | Q4 2023 |
| VIST | $21.9M | 8.89% | 0.30% | New | Q1 2026 |
| DSGX | $20.5M | 8.32% | 0.33% | Not reported | Q4 2023 |
| HEI.A | $19M | 7.73% | Not reported | -63.6% | Q2 2024 |
| ITUB | $18.7M | 7.61% | 0.04% | Not reported | Q2 2025 |
| SGI | $17.3M | 7.00% | 0.11% | -12.8% | Q4 2023 |
| PAX | $17M | 6.90% | Not reported | +128.5% | Q4 2025 |
| WALD | $11.6M | 4.72% | 153.16% | Not reported | Q4 2023 |
| PAM | $10.2M | 4.15% | 0.01% | New | Q1 2026 |
| RYAAY | $3.11M | 1.26% | 0.01% | Not reported | Q4 2023 |
| WALDW | $176K | 0.07% | Not reported | Not reported | Q4 2023 |
| Q4 2025 | |||||
| LIN | $57.6M | 23.89% | 0.04% | +105.2% | Q4 2023 |
| DHR | $51.2M | 21.23% | 0.03% | -15.9% | Q4 2023 |
| SGI | $23.9M | 9.91% | 0.13% | +14.9% | Q4 2023 |
| WALD | $23M | 9.55% | 153.16% | Not reported | Q4 2023 |
| AMZN | $22.1M | 9.16% | 0.00% | -25.8% | Q4 2023 |
| HEI.A | $21.8M | 9.02% | Not reported | +182.5% | Q2 2024 |
 TXN | $15.9M | 6.60% | 0.01% | -2.9% | Q1 2024 |
| V | $12.4M | 5.15% | 0.00% | New | Q4 2025 |
| PAX | $9.39M | 3.89% | Not reported | New | Q4 2025 |
 APH | $3.67M | 1.52% | 0.00% | -69.3% | Q4 2023 |
| WALDW | $178K | 0.07% | Not reported | Not reported | Q4 2023 |
| Q3 2025 | |||||
| DHR | $52.8M | 24.53% | 0.04% | +2.7% | Q4 2023 |
| LIN | $39.3M | 18.29% | 0.02% | +20.1% | Q4 2023 |
| AMZN | $28.3M | 13.16% | 0.00% | +8.8% | Q4 2023 |
| WALD | $24.3M | 11.28% | 153.16% | -20.1% | Q4 2023 |
| HEI.A | $22.3M | 10.38% | Not reported | +39.3% | Q2 2024 |
| SGI | $19.6M | 9.13% | 0.11% | +2.0% | Q4 2023 |
| TXN | $17.3M | 8.06% | 0.01% | +13.6% | Q1 2024 |
| APH | $10.9M | 5.08% | 0.01% | -50.0% | Q4 2023 |
| WALDW | $190K | 0.09% | Not reported | -21.7% | Q4 2023 |