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Varenne Capital Partners

Q1 2026 13F Holdings

  • Location
    paris, I0
  • Num holdings

    30

  • Value ($000)

    $413,040

  • Date Filed
    05/13/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
T
TSM

TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS
874039100
$62.58M
15 %

184,607

A
ANET

ARISTA NETWORKS INC

COM SHS
040413205
$51.73M
13 %

420,014

B
BKNG

BOOKING HOLDINGS INC

COM
09857L108
$27.11M
7 %

6,418

N
NVST

ENVISTA HOLDINGS CORPORATION

COM
29415F104
$26.75M
7 %

1,051,029

A
ADI

ANALOG DEVICES INC

COM
032654105
$25.86M
6 %

81,044

---

TE CONNECTIVITY PLC

ORD SHS
G87052109
$25.38M
6 %

121,042

T
T

AT&T INC

COM
00206R102
$24.25M
6 %

833,993

L
LLY

ELI LILLY & CO

COM
532457108
$24.05M
6 %

26,061

A
APH

AMPHENOL CORP

CL A
032095101
$23.49M
6 %

185,367

G
GMED

GLOBUS MED INC

CL A
379577208
$20.45M
5 %

236,615

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