Zeno Equity Partners
$269M 13F equity value
17 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Zeno Equity Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DHR | DANAHER ORD | 251,554 | $48M | 17.8% |
| LIN | LINDE ORD | 56,446 | $29M | 10.9% |
| AMZN | AMAZON COM ORD | 107,007 | $26M | 9.5% |
| VIST | VISTA ENERGY SPON SRS A ADR | 370,012 | $24M | 8.8% |
| HEIA | HEICO CL A ORD | 88,085 | $23M | 8.4% |
| WALD | WALDENCAST CL A ORD | 12,252,580 | $22M | 8.0% |
| DSGX | DESCARTES SYSTEM ORD | 279,581 | $19M | 7.2% |
| PAX | PATRIA INVESTMENTS CL A ORD | 1,701,343 | $19M | 6.9% |
| ITUB | ITAU UNIBANCO HOLDING ADR REP 1 PRF | 2,183,366 | $18M | 6.6% |
| VMC | VULCAN MATERIALS ORD | 35,135 | $10M | 3.9% |
Track Zeno Equity Partners's 13F portfolio: $269M in reported holdings, 17 positions. Top holdings and quarterly changes on SentiSense.
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