Loading…
CIK 0001902567 • 6 13F filings • May 13, 2025 – Aug 10, 2026
Import this data to Google Sheets with:
=jivedata("varenne-capital-partners","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIR LEASE CORP | CL A | $2.9M | 0.6% | 45,888 SH | New |
| AMPHENOL CORP NEW | CL A | $24.8M | 4.8%Prev: 14.1% | 183,750 SH | Decreased-418,186 SH |
| ANALOG DEVICES INC | COM | $20.3M | 3.9% | 74,780 SH | New |
| ARISTA NETWORKS INC | COM SHS | $58.0M | 11.1%Prev: 12.3% | 442,083 SH | Decreased-1,921 SH |
| AUTODESK INC | COM | $21.9M | 4.2%Prev: 4.1% | 74,092 SH | Increased+6,219 SH |
| BOOKING HOLDINGS INC | COM | $3.1M | 0.6%Prev: 0.3% | 583 SH | Increased+290 SH |
| BROADCOM INC | COM | $3.3M | 0.6%Prev: 0.3% | 9,430 SH | Increased+4,993 SH |
| CHART INDS INC | COM | $2.5M | 0.5% | 12,000 SH | New |
| CORNING INC | COM | $21.1M | 4.1%Prev: 4.9% | 241,150 SH | Decreased-75,427 SH |
| ELI LILLY & CO | COM | $27.6M | 5.3% | 25,716 SH | New |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $1.4M | 0.3%Prev: 0.2% | 17,357 SH | Increased+826 SH |
| GE VERNOVA INC | COM | $5.1M | 1.0%Prev: 0.9% | 7,818 SH | Increased-105 SH |
| HOLOGIC INC | COM | $2.2M | 0.4% | 29,116 SH | New |
| MICRON TECHNOLOGY INC | COM | $4.5M | 0.9%Prev: 0.8% | 15,847 SH | Increased-8,339 SH |
| MICROSOFT CORP | COM | $24.8M | 4.8% | 51,246 SH | New |
| NETFLIX INC | COM | $22.1M | 4.2%Prev: 4.6% | 235,621 SH | Decreased+215,294 SH |
| NIKE INC | CALL | $10.2M | 2.0%Prev: 3.7% | 37,800 SH | Decreased+14,800 SH |
| ON HLDG AG | CALL | $29.9M | 5.7% | 35,700 SH | New |
| PAYPAL HLDGS INC | COM | $1.2M | 0.2% | 21,031 SH | New |
| QNITY ELECTRONICS INC | COMMON STOCK | $251K | 0.0% | 3,077 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $55.6M | 10.7% | 182,745 SH | New |
| TE CONNECTIVITY PLC | ORD SHS | $64.8M | 12.4%Prev: 12.9% | 284,802 SH | Decreased-24,905 SH |
| UBER TECHNOLOGIES INC | COM | $22.3M | 4.3%Prev: 4.6% | 272,382 SH | Decreased+23,285 SH |
| UNIVERSAL HLTH SVCS INC | CL B | $7.4M | 1.4%Prev: 7.2% | 33,940 SH | Decreased-150,317 SH |
| WABTEC | COM | $56.3M | 10.8%Prev: 10.0% | 263,672 SH | Increased+1,430 SH |
| XYLEM INC | COM | $27.2M | 5.2% | 199,927 SH | New |
| 13F-HR |
| 0000945621-26-000997 |
| $603.3M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0000945621-25-000733 | $576.5M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0000945621-26-000681 | $413.0M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0000945621-25-000458 | $278.4M | View |