Varenne Capital Partners as of Dec. 31, 2022
Portfolio Holdings for Varenne Capital Partners
Varenne Capital Partners holds 7 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dollar General (DG) | 54.3 | $107M | 436k | 246.25 | |
| Starbucks Corp Call Call Option | 31.4 | $62M | 188k | 330.00 | |
| Booking Holdings (BKNG) | 4.6 | $9.0M | 4.5k | 2015.28 | |
| Activision Blizzard | 3.0 | $6.0M | 78k | 76.55 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $5.9M | 67k | 88.23 | |
| LHC | 3.0 | $5.9M | 37k | 161.69 | |
| Knowbe4 Cl A | 0.8 | $1.6M | 63k | 24.78 |
