Varenne Capital Partners

Q3 2025 13F Holdings

  • Location
    paris, I0
  • Num holdings

    24

  • Value ($000)

    $526,681

  • Date Filed
    11/12/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
APH

AMPHENOL CORP NEW

CL A
032095101
$74.49M
14 %

601,936

---

TE CONNECTIVITY PLC

ORD SHS
G87052109
$67.99M
13 %

309,707

A
ANET

ARISTA NETWORKS INC

COM SHS
040413205
$64.70M
12 %

444,004

W
WAB

WABTEC

COM
929740108
$52.57M
10 %

262,242

---

UNIVERSAL HLTH SVCS INC

CL B
913903100
$37.67M
7 %

184,257

D
DIS

DISNEY WALT CO

COM
254687106
$29.19M
6 %

254,970

---

META PLATFORMS INC

CALL
30303M902
$27.22M
5 %

3,000

call
G
GLW

CORNING INC

COM
219350105
$25.97M
5 %

316,577

U
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$24.40M
5 %

249,097

N
NFLX

NETFLIX INC

COM
64110L106
$24.37M
5 %

20,327

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