Varenne Capital Partners as of March 31, 2023
Portfolio Holdings for Varenne Capital Partners
Varenne Capital Partners holds 9 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Starbucks Corporation (SBUX) | 68.2 | $204M | 2.0M | 104.13 | |
| Dollar General (DG) | 19.9 | $60M | 283k | 210.46 | |
| Corteva (CTVA) | 7.6 | $23M | 374k | 60.31 | |
| Activision Blizzard | 2.8 | $8.3M | 97k | 85.59 | |
| Horizon Therapeutics SHS | 1.4 | $4.3M | 39k | 109.14 | |
| Evoqua Water Technologies Corp | 0.0 | $79k | 1.6k | 49.72 | |
| Learn Cw Investment Corp-a Cl A Ord Shs (LCW) | 0.0 | $16k | 1.5k | 10.27 | |
| Tcv Acquisition Corp-a Cl A Shs | 0.0 | $14k | 1.4k | 10.24 | |
| Project Energy Reimagined Ac Class A Ord (PEGR) | 0.0 | $5.0k | 487.00 | 10.21 |
