The Analysis of Varenne Capital Partners's Holdings

Currently, Varenne Capital Partners holds 21 types of securities in its portfolio with a total value $473.9M. In the most recent quarter, they have increased their positions in TEL (+309.7K shares, valued at $68.0M), UHS (+184.3K shares, valued at $37.7M), GLW (+316.6K shares, valued at $26.0M); decreased their positions in APH (-171.8K shares, valued at $21.3M), ANET (-71.5K shares, valued at $10.4M), WAB (-14.8K shares, valued at $3.0M); initiated new positions in TEL (+309.7K shares, valued at $68.0M), UHS (+184.3K shares, valued at $37.7M), GLW (+316.6K shares, valued at $26.0M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

APH AMPHENOL CORP NEW601.9K shares-22.20%2025-09-302025-11-12

TEL TE CONNECTIVITY PLC309.7K sharesnew addition2025-09-302025-11-12

ANET ARISTA NETWORKS INC444.0K shares-13.87%2025-09-302025-11-12

WAB WABTEC262.2K shares-5.35%2025-09-302025-11-12

UHS UNIVERSAL HLTH SVCS INC184.3K sharesnew addition2025-09-302025-11-12

DIS DISNEY WALT CO255.0K shares-8.86%2025-09-302025-11-12

GLW CORNING INC316.6K sharesnew addition2025-09-302025-11-12

UBER UBER TECHNOLOGIES INC249.1K sharesnew addition2025-09-302025-11-12

Sponsored

NFLX NETFLIX INC20.3K shares-9.59%2025-09-302025-11-12

ADSK AUTODESK INC67.9K sharesnew addition2025-09-302025-11-12

ADBE ADOBE INC47.1K shares-10.69%2025-09-302025-11-12

CVS CVS HEALTH CORP131.9K sharesnew addition2025-09-302025-11-12

GEV GE VERNOVA INC7.9K sharesnew addition2025-09-302025-11-12

MU MICRON TECHNOLOGY INC24.2K sharesnew addition2025-09-302025-11-12

NKE NIKE INC53.4K sharesnew addition2025-09-302025-11-12

WNS WNS HLDGS LTD47.5K sharesnew addition2025-09-302025-11-12

Sponsored

AVDX AVIDXCHANGE HOLDINGS INC229.0K shares133810.53%2025-09-302025-11-12

BKNG BOOKING HOLDINGS INC293 sharesnew addition2025-09-302025-11-12

ZM ZOOM COMMUNICATIONS INC18.8K sharesnew addition2025-09-302025-11-12

AVGO BROADCOM INC4.4K sharesnew addition2025-09-302025-11-12

GEHC GE HEALTHCARE TECHNOLOGIES I16.5K sharesnew addition2025-09-302025-11-12

Call Option Holdings

META PLATFORMS INC Call CallMETA PLATFORMS INC3.0K shares0.00%2025-09-302025-11-12

NIKE INC Call CallNIKE INC23.0K shares0.00%2025-09-302025-11-12

PAYPAL HLDGS INC Call CallPAYPAL HLDGS INC19.3K shares0.00%2025-09-302025-11-12

Put Option Holdings

No put option holdings data available