Investor
Zeno Equity Partners LLP
CIK 0002013334 · filed 2026-05-15 · SEC filing
13F book
$246.4M
Positions
13
5 new · 3 sold
Largest name
19.1%
Danaher Corporation
Est. mark
−$7.2M
Price effect on 8 names still held. Flow $12.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Danaher Corporation | — | 248.2K | $47.1M | 19.1% | −$8.84M | Added−$4.14M |
| Linde Plc | LIN | 61.1K | $30.3M | 12.3% | $9.58M | Cut−$27.3M |
| Amazon Com Inc | AMZN | 141.4K | $29.5M | 12.0% | −$2.16M | Added$7.37M |
| Vista Energy S.A.B. De C.V. | — | 290.3K | $21.9M | 8.9% | — | New |
| Descartes Sys Group Inc | — | 286.4K | $20.5M | 8.3% | — | New |
| Heico Corp New | — | 90.2K | $19M | 7.7% | $11.1M | Cut−$2.71M |
| Itau Unibanco Hldg S A | — | 2.24M | $18.7M | 7.6% | — | New |
| Somnigroup International Inc. | SGI | 233.4K | $17.3M | 7.0% | −$3.58M | Cut−$6.64M |
| Patria Investments Limited | — | 1.35M | $17M | 6.9% | −$1.94M | Added$7.62M |
| Waldencast Plc | — | 12.3M | $11.6M | 4.7% | −$11.4M | Held |
| Pampa Energia S A | — | 115.6K | $10.2M | 4.2% | — | New |
| Ryanair Holdings Plc | — | 53.8K | $3.11M | 1.3% | — | New |
| Waldencast Plc | — | 4.89M | $176.1K | 0.1% | −$1.71K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.