Varenne Capital Partners
30 holdingsFiling period: 2026-06-30Current AUM: $621.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | 217.3K | $82.0M | $76.4M | 12.29% | -- | 2026-06-30 |
| 2 | TSM | Taiwan Semiconductor Manufac | 153.3K | $73.2M | $67.3M | 10.84% | -- | 2026-06-30 |
| 3 | ANET | Arista Networks Inc | 419.1K | $71.1M | $78.2M | 12.58% | -- | 2026-06-30 |
| 4 | WWD | Woodward Inc | 86.6K | $36.8M | $26.3M | 4.23% | -- | 2026-06-30 |
| 5 | APH | Amphenol Corp | 186.1K | $32.8M | $30.1M | 4.84% | -- | 2026-06-30 |
| 6 | LLY | Eli Lilly & Co | 26.3K | $31.5M | $33.8M | 5.44% | -- | 2026-06-30 |
| 7 | NVDA | NVIDIA Corporation | 155.0K | $31.0M | $33.4M | 5.37% | -- | 2026-06-30 |
| 8 | EL | Lauder Estee Cos Inc | 355.7K | $28.1M | $38.9M | 6.25% | -- | 2026-06-30 |
| 9 | ADI | Analog Devices Inc | 70.2K | $27.8M | $30.0M | 4.83% | -- | 2026-06-30 |
| 10 | CBOE | Cboe Global Mkts Inc | 106.9K | $25.9M | $34.2M | 5.51% | -- | 2026-06-30 |
| 11 | FIVE | Five Below Inc | 140.8K | $25.3M | $33.0M | 5.31% | -- | 2026-06-30 |
| 12 | HSY | Hershey Co | 127.1K | $22.3M | $20.8M | 3.35% | -- | 2026-06-30 |
| 13 | GMED | Globus Med Inc | 238.2K | $18.8M | $19.3M | 3.11% | -- | 2026-06-30 |
| 14 | GEHC | GE Healthcare Technologies I | 242.2K | $15.5M | $18.3M | 2.95% | -- | 2026-06-30 |
| 15 | AMZN | Amazon.com Inc | 61.0K | $14.5M | $15.5M | 2.50% | -- | 2026-06-30 |
| 16 | VFC | V F Corp | 820.2K | $13.7M | $14.1M | 2.27% | -- | 2026-06-30 |
| 17 | GXO | Gxo Logistics Incorporated | 135.1K | $6.8M | $6.7M | 1.07% | -- | 2026-06-30 |
| 18 | MU | Micron Technology Inc | 5.3K | $6.1M | $5.2M | 0.84% | -- | 2026-06-30 |
| 19 | TXT | Textron Inc | 63.2K | $5.8M | $4.9M | 0.80% | -- | 2026-06-30 |
| 20 | WCN | Waste Connections Inc | 34.3K | $5.7M | $6.2M | 0.99% | -- | 2026-06-30 |
| 21 | WAB | Wabtec | 20.5K | $5.5M | $5.8M | 0.93% | -- | 2026-06-30 |
| 22 | SCHW | Schwab Charles Corp | 17.0K | $5.2M | $5.0M | 0.80% | -- | 2026-06-30 |
| 23 | — | Johnson Controls Internation | 33.2K | $4.8M | $4.8M | 0.78% | -- | 2026-06-30 |
| 24 | ROST | Ross Stores Inc | 18.7K | $4.0M | $4.3M | 0.69% | -- | 2026-06-30 |
| 25 | GTLS | Chart Inds Inc | 17.9K | $3.7M | $3.7M | 0.60% | -- | 2026-06-30 |
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