Varenne Capital Partners as of Dec. 31, 2021
Portfolio Holdings for Varenne Capital Partners
Varenne Capital Partners holds 15 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 22.2 | $150M | 52k | 2897.03 | |
| Applied Materials (AMAT) | 19.5 | $131M | 835k | 157.36 | |
| Dollar General (DG) | 15.8 | $107M | 452k | 235.83 | |
| Lam Research Corporation (LRCX) | 15.3 | $103M | 144k | 719.15 | |
| Kla Corp Com New (KLAC) | 6.8 | $46M | 106k | 430.11 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 5.1 | $34M | 155k | 219.60 | |
| Docusign (DOCU) | 4.4 | $29M | 193k | 152.31 | |
| Sarepta Therapeutics (SRPT) | 4.3 | $29M | 325k | 90.05 | |
| Nuance Communications | 1.1 | $7.5M | 135k | 55.32 | |
| Cyrusone | 1.0 | $7.0M | 78k | 89.71 | |
| PNM Resources (PNM) | 1.0 | $6.9M | 152k | 45.61 | |
| Change Healthcare | 1.0 | $6.5M | 306k | 21.38 | |
| Magellan Health Com New | 1.0 | $6.5M | 69k | 94.99 | |
| Mcafee Corp Com Cl A | 0.8 | $5.2M | 202k | 25.79 | |
| Welbilt | 0.7 | $4.8M | 200k | 23.77 |
