Varenne Capital Partners
CIK 1902567
13F filing for Q2 2026・No. 3,501
- Holdings
- US$603.32M
- Quarter change
- +US$190.28M
- Entries
- 30
- Net bought (estimate)
- +US$122.66M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 14
- Cut 6
- Added 6
- Corporate actions 0
- Unchanged 1
Largest holdings
26 stocks worth US$595.93M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AVGOBroadcomCOM | Added | 217,265 | US$82.01M | 13.76% |
| TSMTSMC ADRSPONSORED ADS | Cut | 153,341 | US$73.18M | 12.28% |
| ANETARISTA NETWORKS INCCOM SHS | Cut | 419,076 | US$71.14M | 11.94% |
| WWDWOODWARD INCCOM | New | 86,629 | US$36.83M | 6.18% |
| APHAMPHENOL CORPCL A | Added | 186,110 | US$32.79M | 5.50% |
| LLYELI LILLY & COCOM | Added | 26,251 | US$31.46M | 5.28% |
| NVDANvidiaCOM | New | 154,959 | US$30.98M | 5.20% |
| ELLAUDER ESTEE COS INCCL A | New | 355,673 | US$28.06M | 4.71% |
| ADIANALOG DEVICES INCCOM | Cut | 70,156 | US$27.84M | 4.67% |
| CBOECBOE GLOBAL MKTS INCCOM | New | 106,908 | US$25.93M | 4.35% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.