Zeno Equity Partners Llp

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002013334

Type: FundHoldings: 12Value: $276.5MLatest: 2025Q1

Zeno Equity Partners LLP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 12 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "APPF",
  null,
  "HEI-A",
  "LIN",
  "WALDW",
  "GE",
  "TXN",
  "MEDP",
  "APH",
  "AMZN",
  "WALD",
  "DHR"
]

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-16
Total Holdings: 12
Total Value: 276520753
Accession Number: 0002013334-25-000010
Form Type: 13F-HR/A
CIK: zeno-equity-partners-llp
Manager Name: Zeno-Equity-Partners-Llp

Data Enrichment

92% identified

11 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

12 positions • $276.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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Waldencast plc

WALD|G9503X103

Shares:15.3M

Value:$46.0M

% of Portfolio:16.6% ($46.0M/$276.5M)

DANAHER CORP /DE/

DHR|235851102

Shares:192.4K

Value:$39.5M

% of Portfolio:14.3% ($39.5M/$276.5M)

AMAZON COM INC

AMZN|023135106

Shares:179.1K

Value:$34.1M

% of Portfolio:12.3% ($34.1M/$276.5M)

LINDE PLC

LIN|G54950103

Shares:63.8K

Value:$29.7M

% of Portfolio:10.7% ($29.7M/$276.5M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:151.6K

Value:$27.2M

% of Portfolio:9.9% ($27.2M/$276.5M)

GENERAL ELECTRIC CO

GE|369604301

Shares:134.8K

Value:$27.0M

% of Portfolio:9.8% ($27.0M/$276.5M)

APPFOLIO INC

APPF|03783C100

Shares:88.8K

Value:$19.5M

% of Portfolio:7.1% ($19.5M/$276.5M)

Medpace Holdings, Inc.

MEDP|58506Q109

Shares:62.3K

Value:$19.0M

% of Portfolio:6.9% ($19.0M/$276.5M)

HEICO CORP

HEI-A|422806208

Shares:57.9K

Value:$12.2M

% of Portfolio:4.4% ($12.2M/$276.5M)

AMPHENOL CORP /DE/

APH|032095101

Shares:164.2K

Value:$10.8M

% of Portfolio:3.9% ($10.8M/$276.5M)

88023U101

Shares:177.6K

Value:$10.6M

% of Portfolio:3.8% ($10.6M/$276.5M)

Waldencast plc

WALDW|G9503X111

Shares:6.2M

Value:$818.5K

% of Portfolio:0.3% ($818.5K/$276.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Waldencast plc(WALDcusipG9503X103)	15.3M	QoQ 0.00% (-0) YoY +0.01% (-2.6K)	All Managers (Combined)	$46.0M	16.6% ($46.0M/$276.5M)	QoQ -25.37% (-$15.6M) YoY -53.83% (-$53.7M)
DANAHER CORP /DE/(DHRcusip235851102)	192.4K	QoQ +10.68% (-18.6K) YoY -0.62% (-1.2K)	All Managers (Combined)	$39.5M	14.3% ($39.5M/$276.5M)	QoQ -1.12% (-$450.4K) YoY -18.39% (-$8.9M)
AMAZON COM INC(AMZNcusip023135106)	179.1K	QoQ +18.14% (+27.5K) YoY +21.59% (+31.8K)	All Managers (Combined)	$34.1M	12.3% ($34.1M/$276.5M)	QoQ +2.45% (+$816.4K) YoY +28.25% (+$7.5M)
LINDE PLC(LINcusipG54950103)	63.8K	QoQ -14.18% (-10.6K) YoY -35.73% (-35.5K)	All Managers (Combined)	$29.7M	10.7% ($29.7M/$276.5M)	QoQ -4.56% (-$1.4M) YoY -35.55% (-$16.4M)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	151.6K	QoQ +9.30% (+12.9K) YoY +50.80% (+51.1K)	All Managers (Combined)	$27.2M	9.9% ($27.2M/$276.5M)	QoQ +4.75% (+$1.2M) YoY +55.55% (+$9.7M)
GENERAL ELECTRIC CO(GEcusip369604301)	134.8K	QoQ -34.71% (-71.7K) YoY -55.53% (-168.4K)	All Managers (Combined)	$27.0M	9.8% ($27.0M/$276.5M)	QoQ -21.64% (-$7.5M) YoY -49.22% (-$26.2M)
APPFOLIO INC(APPFcusip03783C100)	88.8K	QoQ -31.30% (-40.5K) YoY -56.85% (-117.0K)	All Managers (Combined)	$19.5M	7.1% ($19.5M/$276.5M)	QoQ -38.77% (-$12.4M) YoY -61.54% (-$31.2M)
Medpace Holdings, Inc.(MEDPcusip58506Q109)	62.3K	QoQ +2.57% (-1.6K) YoY NEW(+62.3K)	All Managers (Combined)	$19.0M	6.9% ($19.0M/$276.5M)	QoQ -5.92% (-$1.2M) YoY NEW(+$19.0M)
HEICO CORP(HEI-Acusip422806208)	57.9K	QoQ -19.07% (-13.6K) YoY NEW(+57.9K)	All Managers (Combined)	$12.2M	4.4% ($12.2M/$276.5M)	QoQ -8.25% (-$1.1M) YoY NEW(+$12.2M)
AMPHENOL CORP /DE/(APHcusip032095101)	164.2K	QoQ +0.55% (-910) YoY -20.91% (-43.4K)	All Managers (Combined)	$10.8M	3.9% ($10.8M/$276.5M)	QoQ -5.03% (-$571.6K) YoY -55.00% (-$13.2M)
(cusip88023U101)✕	177.6K	QoQ NEW(+177.6K) YoY -45.89% (-150.7K)	All Managers (Combined)	$10.6M	3.8% ($10.6M/$276.5M)	QoQ NEW(+$10.6M) YoY -42.98% (-$8.0M)
Waldencast plc(WALDWcusipG9503X111)	6.2M	QoQ 0.00% (-0) YoY 0.00% (-1)	All Managers (Combined)	$818.5K	0.3% ($818.5K/$276.5M)	QoQ -22.94% (-$243.7K) YoY -76.60% (-$2.7M)