Zeno Equity Partners LLP
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Zeno Equity Partners LLP
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | DHR | DANAHER ORD | 16.48% | 47.064 M $ | 248230 | 2023/12/31 | -8.786 M $ | -17.16 % |
| 2026/03/31 | LIN | LINDE ORD | 10.61% | 30.298 M $ | 61114 | 2023/12/31 | 11.790 M $ | 20.46 % |
| 2026/03/31 | AMZN | AMAZON COM ORD | 10.31% | 29.456 M $ | 141430 | 2023/12/31 | -2.158 M $ | -9.77 % |
| 2026/03/31 | VIST | VISTA ENERGY SPON SRS A ADR | 7.67% | 21.911 M $ | 290321 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | V | VISA CL A ORD | 7.67% | 21.911 M $ | 290321 | 2025/12/31 | -1.718 M $ | -13.82 % |
| 2026/03/31 | DSGX | DESCARTES SYSTEM ORD | 7.18% | 20.498 M $ | 286443 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | HEI-A | HEICO CL A ORD | 6.67% | 19.050 M $ | 90245 | 2024/06/30 | -10.261 M $ | -47.16 % |
| 2026/03/31 | ITUB | ITAU UNIBANCO HOLDING ADR REP 1 PRF | 6.56% | 18.746 M $ | 2236966 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TXN | TEXAS INSTRUMENTS ORD | 6.04% | 17.252 M $ | 233394 | 2024/03/31 | 1.893 M $ | 11.90 % |
| 2026/03/31 | SGI | SOMNIGROUP INTERNATIONAL ORD | 6.04% | 17.252 M $ | 233394 | 2023/12/31 | -4.110 M $ | -17.20 % |
| 2026/03/31 | PAX | PATRIA INVESTMENTS CL A ORD | 5.95% | 17.005 M $ | 1349579 | 2025/12/31 | -1.943 M $ | -20.70 % |
| 2026/03/31 | WALD | WALDENCAST CL A ORD | 4.07% | 11.636 M $ | 12252580 | 2023/12/31 | -11.399 M $ | -49.48 % |
| 2026/03/31 | PAM | PAMPA ENERGIA ADR REPSG 25 ORD | 3.58% | 10.229 M $ | 115585 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | RYAAY | RYANAIR HOLDINGS ORD ADR | 1.09% | 3.110 M $ | 53811 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | WALDW | WALDENCAST EQY WARRANT | 0.06% | 176.140 K $ | 4892767 | 2023/12/31 | -19.571 K $ | -11.00 % |
| 2026/03/31 | APH | AMPHENOL CL A ORD | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |