Varenne Capital Partners as of March 31, 2022
Portfolio Holdings for Varenne Capital Partners
Varenne Capital Partners holds 14 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 29.2 | $144M | 52k | 2781.34 | |
| Dollar General (DG) | 21.1 | $104M | 468k | 222.63 | |
| Nike CL B (NKE) | 19.8 | $97M | 724k | 134.56 | |
| Applied Materials (AMAT) | 9.5 | $47M | 356k | 131.80 | |
| Kla Corp Com New (KLAC) | 5.6 | $28M | 76k | 366.06 | |
| Sarepta Therapeutics (SRPT) | 4.7 | $23M | 296k | 78.12 | |
| Docusign (DOCU) | 3.8 | $19M | 176k | 107.12 | |
| PNM Resources (TXNM) | 1.5 | $7.2M | 151k | 47.67 | |
| Cerner Corporation | 1.4 | $7.0M | 75k | 93.56 | |
| Change Healthcare | 1.4 | $6.7M | 306k | 21.80 | |
| Welbilt | 1.0 | $4.8M | 200k | 23.75 | |
| Spx Flow | 0.9 | $4.2M | 49k | 86.21 | |
| Meritor | 0.2 | $833k | 23k | 35.56 | |
| Cornerstone Buil | 0.0 | $80k | 3.3k | 24.21 |
