Varenne Capital Partners as of March 31, 2024
Portfolio Holdings for Varenne Capital Partners
Varenne Capital Partners holds 17 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Veeva Sys Cl A Com (VEEV) | 14.1 | $90M | 388k | 231.69 | |
| Eaton Corp SHS (ETN) | 13.3 | $85M | 271k | 312.68 | |
| Alphabet Cap Stk Cl A (GOOGL) | 12.0 | $76M | 505k | 150.93 | |
| Ubs Group Call Call Option (UBS) | 9.6 | $61M | 325k | 187.57 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 9.2 | $59M | 113k | 522.88 | |
| Meta Platforms Cl A (META) | 8.2 | $52M | 107k | 485.58 | |
| Amazon (AMZN) | 7.5 | $48M | 267k | 180.38 | |
| Servicenow (NOW) | 6.9 | $44M | 58k | 762.40 | |
| Cadence Design Systems (CDNS) | 4.6 | $30M | 95k | 311.28 | |
| Microsoft Corporation (MSFT) | 4.4 | $28M | 66k | 420.72 | |
| Synopsys (SNPS) | 4.3 | $28M | 48k | 571.50 | |
| NVIDIA Corporation (NVDA) | 2.9 | $19M | 21k | 903.56 | |
| Emerson Electric (EMR) | 1.2 | $7.3M | 65k | 113.42 | |
| Masonite International | 0.6 | $3.8M | 29k | 131.45 | |
| Arista Networks (ANET) | 0.4 | $2.8M | 9.5k | 289.98 | |
| Ingersoll Rand (IR) | 0.4 | $2.7M | 29k | 94.95 | |
| General Electric Com New (GE) | 0.3 | $2.1M | 12k | 175.53 |
