Varenne Capital Partners: 13F holdings
CIK 19025672026Q2
| Positions | 30 |
|---|
| Reported value | $603.3m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 30 (+0 vs prior quarter) |
|---|
| Reported value | $603.3m (+46.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVGO BROADCOM INC | 217,265 | $82.0m | 13.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 153,341 | $73.2m | 12.1% |
| ANET ARISTA NETWORKS INC | 419,076 | $71.1m | 11.8% |
| WWD WOODWARD INC | 86,629 | $36.8m | 6.1% |
| APH AMPHENOL CORP | 186,110 | $32.8m | 5.4% |
| LLY ELI LILLY & CO | 26,251 | $31.5m | 5.2% |
| NVDA NVIDIA CORPORATION | 154,959 | $31.0m | 5.1% |
| EL LAUDER ESTEE COS INC | 355,673 | $28.1m | 4.7% |
| ADI ANALOG DEVICES INC | 70,156 | $27.8m | 4.6% |
| CBOE CBOE GLOBAL MKTS INC | 106,908 | $25.9m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1902567")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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