Zeno Equity Partners as of Dec. 31, 2025
Portfolio Holdings for Zeno Equity Partners
Zeno Equity Partners holds 11 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Danaher Ord Equity (DHR) | 22.6 | $51M | 223k | 229.14 | |
| Heico Cl A Ord Equity (LIN) | 18.9 | $43M | 170k | 252.43 | |
| Somnigroup International Ord Equity (SGI) | 10.6 | $24M | 268k | 89.28 | |
| Waldencast Cl A Ord Equity (WALD) | 10.2 | $23M | 12M | 1.88 | |
| Amazon Com Ord Equity (AMZN) | 9.8 | $22M | 96k | 230.82 | |
| Descartes System Ord Equity (HEI.A) | 9.6 | $22M | 248k | 87.66 | |
| Texas Instruments Ord Equity (TXN) | 7.0 | $16M | 92k | 173.49 | |
| Visa Cl A Ord Equity (V) | 5.5 | $12M | 35k | 350.71 | |
| Patria Investments Cl A Ord Equity (PAX) | 4.1 | $9.4M | 591k | 15.89 | |
| Amphenol Cl A Ord Equity (APH) | 1.6 | $3.7M | 27k | 135.31 | |
| Waldencast Eqy Warrant Warrant (WALDW) | 0.1 | $178k | 4.9M | 0.04 |
