Varenne Capital Partners

Q4 2024 13F Holdings

  • Location
    paris, I0
  • Num holdings

    17

  • Value ($000)

    $338,874

  • Date Filed
    02/12/2025
  • Form type
    13F-HR
  • CIK
    0001902567
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
WAB
WAB

WABTEC

COM
929740108
$54.37M
16 %

286,800

META
META

META PLATFORMS INC

CL A
30303M102
$44.04M
13 %

75,220

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$37.69M
11 %

199,094

AMZN
AMZN

AMAZON COM INC

COM
023135106
$37.63M
11 %

171,518

NFLX
NFLX

NETFLIX INC

COM
64110L106
$37.56M
11 %

42,141

---

EATON CORP PLC

SHS
G29183103
$26.56M
8 %

80,039

APH
APH

AMPHENOL CORP NEW

CL A
032095101
$26.29M
8 %

378,617

FLS
FLS

FLOWSERVE CORP

COM
34354P105
$26.22M
8 %

455,777

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$14.48M
4 %

107,820

ANET
ANET

ARISTA NETWORKS INC

COM
040413106
$14.45M
4 %

130,695

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