Varenne Capital Partners
Q4 2025 13F Holdings
- Locationparis, I0
- Num holdings
26
- Value ($000)
$520,864
- Date Filed02/17/2026
- Form type13F-HR
- CIK0001902567
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TE CONNECTIVITY PLC | ORD SHS | G87052109 | $64.82M | 12 % | 284,802 | ||
ARISTA NETWORKS INC | COM SHS | 040413205 | $57.95M | 11 % | 442,083 | ||
WABTEC | COM | 929740108 | $56.31M | 11 % | 263,672 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $55.56M | 11 % | 182,745 | ||
ON HLDG AG | CALL | H5919C904 | $29.87M | 6 % | 35,700 | call | |
ELI LILLY & CO | COM | 532457108 | $27.65M | 5 % | 25,716 | ||
XYLEM INC | COM | 98419M100 | $27.24M | 5 % | 199,927 | ||
AMPHENOL CORP NEW | CL A | 032095101 | $24.84M | 5 % | 183,750 | ||
MICROSOFT CORP | COM | 594918104 | $24.79M | 5 % | 51,246 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | $22.27M | 4 % | 272,382 |
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