Zeno Equity Partners as of March 31, 2025
Portfolio Holdings for Zeno Equity Partners
Zeno Equity Partners holds 12 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Waldencast Cl A Ord Equity (WALD) | 16.6 | $46M | 15M | 3.00 | |
| Danaher Ord Equity (DHR) | 14.3 | $40M | 193k | 205.23 | |
| Amazon Com Ord Equity (AMZN) | 12.3 | $34M | 179k | 190.26 | |
| Heico Cl A Ord Equity (HEI.A) | 10.7 | $30M | 64k | 465.64 | |
| Texas Instruments Ord Equity (TXN) | 9.9 | $27M | 152k | 179.70 | |
| Descartes System Ord Equity (DSGX) | 9.8 | $27M | 135k | 200.44 | |
| Appfolio Cl A Ord Equity (APPF) | 7.1 | $20M | 89k | 219.90 | |
| Linde Ord Equity (LIN) | 6.9 | $19M | 62k | 304.69 | |
| Ge Aerospace Ord Equity (GE) | 4.4 | $12M | 58k | 210.97 | |
| Amphenol Cl A Ord Equity (APH) | 3.9 | $11M | 164k | 65.71 | |
| Medpace Holdings Ord Equity (MEDP) | 3.8 | $11M | 178k | 59.88 | |
| Waldencast Eqy Warrant Warrant (WALDW) | 0.3 | $819k | 6.2M | 0.13 |
