Varenne Capital Partners
30 holdingsFiling period: 2026-06-30Current AUM: $591.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 217.3K | $82.0M | $73.7M | 12.46% | -- | 2026-06-30 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 153.3K | $73.2M | $63.4M | 10.73% | -- | 2026-06-30 |
| 3 | ANET | ARISTA NETWORKS INC | 419.1K | $71.1M | $80.8M | 13.67% | -- | 2026-06-30 |
| 4 | WWD | WOODWARD INC | 86.6K | $36.8M | $27.7M | 4.68% | -- | 2026-06-30 |
| 5 | APH | AMPHENOL CORP | 186.1K | $32.8M | $28.9M | 4.89% | -- | 2026-06-30 |
| 6 | LLY | ELI LILLY & CO | 26.3K | $31.5M | $29.8M | 5.04% | -- | 2026-06-30 |
| 7 | NVDA | NVIDIA CORPORATION | 155.0K | $31.0M | $32.9M | 5.56% | -- | 2026-06-30 |
| 8 | EL | LAUDER ESTEE COS INC | 355.7K | $28.1M | $34.2M | 5.79% | -- | 2026-06-30 |
| 9 | ADI | ANALOG DEVICES INC | 70.2K | $27.8M | $25.3M | 4.29% | -- | 2026-06-30 |
| 10 | CBOE | CBOE GLOBAL MKTS INC | 106.9K | $25.9M | $28.9M | 4.89% | -- | 2026-06-30 |
| 11 | FIVE | FIVE BELOW INC | 140.8K | $25.3M | $33.2M | 5.62% | -- | 2026-06-30 |
| 12 | HSY | HERSHEY CO | 127.1K | $22.3M | $21.6M | 3.66% | -- | 2026-06-30 |
| 13 | GMED | GLOBUS MED INC | 238.2K | $18.8M | $17.8M | 3.01% | -- | 2026-06-30 |
| 14 | GEHC | GE HEALTHCARE TECHNOLOGIES I | 242.2K | $15.5M | $15.5M | 2.62% | -- | 2026-06-30 |
| 15 | AMZN | AMAZON COM INC | 61.0K | $14.5M | $15.2M | 2.56% | -- | 2026-06-30 |
| 16 | VFC | V F CORP | 820.2K | $13.7M | $10.4M | 1.76% | -- | 2026-06-30 |
| 17 | GXO | GXO LOGISTICS INCORPORATED | 135.1K | $6.8M | $6.3M | 1.06% | -- | 2026-06-30 |
| 18 | MU | MICRON TECHNOLOGY INC | 5.3K | $6.1M | $4.9M | 0.83% | -- | 2026-06-30 |
| 19 | TXT | TEXTRON INC | 63.2K | $5.8M | $5.1M | 0.86% | -- | 2026-06-30 |
| 20 | WCN | WASTE CONNECTIONS INC | 34.3K | $5.7M | $5.5M | 0.92% | -- | 2026-06-30 |
| 21 | WAB | WABTEC | 20.5K | $5.5M | $5.7M | 0.96% | -- | 2026-06-30 |
| 22 | SCHW | SCHWAB CHARLES CORP | 17.0K | $5.2M | $6.1M | 1.02% | -- | 2026-06-30 |
| 23 | — | JOHNSON CONTROLS INTERNATION | 33.2K | $4.8M | $4.8M | 0.82% | -- | 2026-06-30 |
| 24 | ROST | ROSS STORES INC | 18.7K | $4.0M | $4.2M | 0.72% | -- | 2026-06-30 |
| 25 | GTLS | CHART INDS INC | 17.9K | $3.7M | $3.7M | 0.63% | -- | 2026-06-30 |
← Scroll →
Page 1 of 2