Varenne Capital Partners
Q2 2025 13F Holdings
- Locationparis, I0
- Num holdings
22
- Value ($000)
$576,473
- Date Filed08/12/2025
- Form type13F-HR
- CIK0001902567
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTD | CALL | 874039900 | $77.29M | 13 % | 12,200 | call | |
APH AMPHENOL CORP NEW | CL A | 032095101 | $76.41M | 13 % | 773,745 | ||
WAB WABTEC | COM | 929740108 | $58.01M | 10 % | 277,078 | ||
ANET ARISTA NETWORKS INC | COM SHS | 040413205 | $52.74M | 9 % | 515,485 | ||
META PLATFORMS INC | CALL | 30303M902 | $35.13M | 6 % | 3,000 | call | |
DIS DISNEY WALT CO | COM | 254687106 | $34.69M | 6 % | 279,755 | ||
NFLX NETFLIX INC | COM | 64110L106 | $30.11M | 5 % | 22,482 | ||
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $30.01M | 5 % | 132,480 | ||
NIKE INC | CALL | 654106903 | $24.38M | 4 % | 23,000 | call | |
GARMIN LTD | SHS | H2906T109 | $24.26M | 4 % | 116,210 |
Rows Per Page
10
- 10
- 50
- 100