Q2 2026 13F · SEC CIK 2013334
Zeno Equity Partners LLP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $269.0M
- Reported positions
- 16
- Top holdings a year, 3 yrs
- +3.8%
- Average holding period
- 1.9 yrs
Zeno Equity Partners LLP is a hedge fund that reported 16 positions worth $269.0M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Danaher Corp Del (DHR, 17.8%), Linde PLC (LIN, 10.9%), Amazon Com Inc (AMZN, 9.5%). A portfolio copying its top holdings returned 3.8% a year over the last 3 years, against 18.4% for the S&P 500.
Zeno Equity Partners LLP holdings all 16 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| DHRDanaher Corp Del | 17.8% | +1.3% | $47.9M |
| LINLinde PLC | 10.9% | -7.6% | $29.3M |
| AMZNAmazon Com Inc | 9.5% | -24.3% | $25.5M |
| VISTVista Energy S.a.b. de C.v. | 8.8% | +27.4% | $23.6M |
| HEI-AHeico Corp | 8.4% | -2.4% | $22.7M |
| WALDWaldencast PLC A | 8.0% | +0.0% | $21.6M |
| DSGXDescartes Systems Group | 7.2% | -2.4% | $19.4M |
| PAXPatria Investments Limited | 6.9% | +26.1% | $18.7M |
| ITUBItau Unibanco Hldg S A | 6.6% | -2.4% | $17.8M |
| VMCVulcan Matls Co | 3.9% | — | $10.4M |
| PAMPampa Energia SA | 3.4% | -2.4% | $9.3M |
| VVisa Inc | 3.1% | — | $8.4M |
| TPXSomnigroup International Inc | 2.9% | -57.7% | $7.7M |
| RYAAYRyanair Holdings PLC Sponsored | 1.4% | +6.2% | $3.7M |
| SPOTSpotify Technology SA | 1.0% | — | $2.8M |
| WALDWWaldencast PLC A | 0.1% | +0.0% | $229K |
What Zeno Equity Partners LLP bought and sold in Q2 2026, against Q1 2026.
New positions
- VMC Vulcan Matls Co3.9% of 13F
- V Visa Inc3.1% of 13F
- SPOT Spotify Technology SA1.0% of 13F
Added to
- VIST Vista Energy S.a.b. de C.v.+27.4% shares
- PAX Patria Investments Limited+26.1% shares
- RYAAY Ryanair Holdings PLC Sponsored+6.2% shares
Reduced
- TPX Somnigroup International Inc-57.7% shares
- AMZN Amazon Com Inc-24.3% shares
- LIN Linde PLC-7.6% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +11.4% /yr
- S&P 500 +20.1%
- 3 years
- +3.8% /yr
- S&P 500 +18.4%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $269.0M | 16 |
| Q1 2026 | $246.4M | 13 |
| Q4 2025 | $241.2M | 11 |
| Q3 2025 | $215.1M | 9 |
| Q2 2025 | $231.9M | 11 |
| Q1 2025 | $276.5M | 12 |
| Q4 2024 | $333.4M | 12 |
| Q3 2024 | $358.0M | 14 |
| Q2 2024 | $372.8M | 13 |
| Q1 2024 | $446.7M | 13 |
| Q4 2023 | $21.8M | 13 |
Questions about Zeno Equity Partners LLP's portfolio
What stocks does Zeno Equity Partners LLP own?
Zeno Equity Partners LLP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 16 positions worth $269.0M. The largest are Danaher Corp Del (DHR) at 17.8%, Linde PLC (LIN) at 10.9%, Amazon Com Inc (AMZN) at 9.5%, Vista Energy S.a.b. de C.v. (VIST) at 8.8% and Heico Corp (HEI-A) at 8.4%.
What did Zeno Equity Partners LLP buy last quarter?
In Q2 2026, Zeno Equity Partners LLP added a new position in Vulcan Matls Co (VMC), a new position in Visa Inc (V), a new position in Spotify Technology SA (SPOT), Vista Energy S.a.b. de C.v. (VIST) (+27.4% shares), Patria Investments Limited (PAX) (+26.1% shares) and Ryanair Holdings PLC Sponsored (RYAAY) (+6.2% shares), compared with its Q1 2026 filing.
What did Zeno Equity Partners LLP sell last quarter?
In Q2 2026, Zeno Equity Partners LLP Somnigroup International Inc (TPX) (-57.7% shares), Amazon Com Inc (AMZN) (-24.3% shares) and Linde PLC (LIN) (-7.6% shares), compared with its Q1 2026 filing.
How has Zeno Equity Partners LLP's portfolio performed?
A portfolio copying Zeno Equity Partners LLP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +3.8% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +11.4% against +20.1%.
When is Zeno Equity Partners LLP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Zeno Equity Partners LLP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.