StockDriftsStockDriftsTop 11 Zeno Equity Partners Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LIN | PAMPA ENERGIA ADR REPSG 25 ORD | 27.66% | 2.39M | $68.2M | +1305.22%(+2.22M) | $459.25(+10.20%) | 2026-03-31 | |
| DHR | DANAHER ORD | 19.11% | 248.2K | $47.1M | +11.09%(+24.78K) | $222.65(-27.28%) | 2026-03-31 | |
| AMZN | AMAZON COM ORD | 11.94% | 141.4K | $29.5M | +47.81%(+45.75K) | $183.75(+43.75%) | 2026-03-31 | |
| V | VISA CL A ORD | 8.88% | 290.3K | $21.9M | +719.17%(+254.88K) | $328.86(-0.95%) | 2026-03-31 | |
| HEI-A | DESCARTES SYSTEM ORD | 8.31% | 286.4K | $20.5M | +15.40%(+38.23K) | $228.66(-5.38%) | 2026-03-31 | |
| TXN | TEXAS INSTRUMENTS ORD | 7% | 233.4K | $17.3M | +154.56%(+141.71K) | $182.10(+66.24%) | 2026-03-31 | |
| PAM | RYANAIR HOLDINGS ORD ADR | 6.9% | 1.35M | $17.0M | new | $88.51(-10.33%) | 2026-03-31 | |
| WALD | WALDENCAST CL A ORD | 4.72% | 12.25M | $11.6M | +0.00%(+0) | $10.10(-85.45%) | 2026-03-31 | |
| PAX | PATRIA INVESTMENTS CL A ORD | 4.15% | 115.6K | $10.2M | -80.43%(-475.11K) | $15.25(-25.48%) | 2026-03-31 | |
| SGI | SOMNIGROUP INTERNATIONAL ORD | 1.26% | 53.8K | $3.1M | -79.89%(-213.77K) | $58.98(+6.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -7.07% | -19.75% |
| Top 20 Holdings Unweighted | +6.47% | +20.68% |
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