Varenne Capital Partners

Q1 2025 13F Holdings

  • Location
    paris, I0
  • Num holdings

    18

  • Value ($000)

    $278,408

  • Date Filed
    05/13/2025
  • Form type
    13F-HR
  • CIK
    0001902567
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
META
META

META PLATFORMS INC

CL A
30303M102
$47.23M
17 %

81,939

---

ARISTA NETWORKS INC

COM SHS
040413205
$37.18M
13 %

479,827

WAB
WAB

WABTEC

COM
929740108
$36.03M
13 %

198,684

FLS
FLS

FLOWSERVE CORP

COM
34354P105
$23.51M
8 %

481,408

NFLX
NFLX

NETFLIX INC

COM
64110L106
$23.22M
8 %

24,897

ADBE
ADBE

ADOBE INC

COM
00724F101
$19.13M
7 %

49,879

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$18.14M
7 %

117,293

AMZN
AMZN

AMAZON COM INC

COM
023135106
$14.84M
5 %

77,976

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$13.80M
5 %

127,341

---

TRANE TECHNOLOGIES PLC

SHS
G8994E103
$9.95M
4 %

29,526

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