StockDriftsStockDriftsTop 27 Varenne Capital Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 15.53% | 184.6K | $62.6M | +1.02%(+1.86K) | $223.19(+87.16%) | 2026-03-31 | |
| ANET | ARISTA NETWORKS INC | 12.84% | 420.0K | $51.7M | -4.99%(-22.07K) | $92.02(+60.63%) | 2026-03-31 | |
| BKNG | BOOKING HOLDINGS INC | 6.73% | 6.4K | $27.1M | +1000.86%(+5.83K) | $193.87(-20.32%) | 2026-03-31 | |
| NVST | ENVISTA HOLDINGS CORPORATION | 6.64% | 1.05M | $26.7M | new | $23.54(+1.36%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 6.42% | 81.0K | $25.9M | +8.38%(+6.26K) | $261.25(+63.36%) | 2026-03-31 | |
| TEL | TE CONNECTIVITY PLC | 6.3% | 121.0K | $25.4M | -57.50%(-163.76K) | $194.10(+6.49%) | 2026-03-31 | |
| T | AT&T INC | 6.02% | 834.0K | $24.3M | new | $26.91(-8.42%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 5.97% | 26.1K | $24.0M | +1.34%(+345) | $919.88(+9.44%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 5.83% | 185.4K | $23.5M | +0.88%(+1.62K) | $80.62(+60.25%) | 2026-03-31 | |
| GMED | GLOBUS MED INC | 5.07% | 236.6K | $20.5M | new | $86.74(-10.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.12% | +44.74% |
| Top 20 Holdings Unweighted | +21.97% | +81.47% |
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