VARENNE CAPITAL PARTNERS
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ANET | 442K | $57.95M |
 | TEL | 285K | $64.82M |
 | UBER | 272K | $22.27M |
 | WAB | 264K | $56.31M |
 | GLW | 241K | $21.12M |
 | NFLX | 236K | $22.10M |
 | XYL | 200K | $27.24M |
 | APH | 184K | $24.84M |
 | TSM | 183K | $55.56M |
 | ADI | 75K | $20.29M |
 | ADSK | 74K | $21.94M |
 | MSFT | 51K | $24.79M |
 | AL | 46K | $2.95M |
 | UHS | 34K | $7.40M |
 | HOLX | 29K | $2.17M |
 | LLY | 26K | $27.65M |
 | PYPL | 21K | $1.23M |
 | GEHC | 17K | $1.42M |
 | MU | 16K | $4.52M |
 | GTLS | 12K | $2.48M |
Arista Networks, Inc.
ANET
Shares Held
442K
Value
$57.95M
TE Connectivity Ltd.
TEL
Shares Held
285K
Value
$64.82M
Uber Technologies, Inc.
UBER
Shares Held
272K
Value
$22.27M
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
264K
Value
$56.31M
Corning Incorporated
GLW
Shares Held
241K
Value
$21.12M
Netflix, Inc.
NFLX
Shares Held
236K
Value
$22.10M
Xylem Inc.
XYL
Shares Held
200K
Value
$27.24M
Amphenol Corporation
APH
Shares Held
184K
Value
$24.84M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
183K
Value
$55.56M
Analog Devices, Inc.
ADI
Shares Held
75K
Value
$20.29M
Autodesk, Inc.
ADSK
Shares Held
74K
Value
$21.94M
Microsoft Corporation
MSFT
Shares Held
51K
Value
$24.79M
Air Lease Corporation
AL
Shares Held
46K
Value
$2.95M
Universal Health Services, Inc.
UHS
Shares Held
34K
Value
$7.40M
Hologic, Inc.
HOLX
Shares Held
29K
Value
$2.17M
Eli Lilly and Company
LLY
Shares Held
26K
Value
$27.65M
PayPal Holdings, Inc.
PYPL
Shares Held
21K
Value
$1.23M
GE HealthCare Technologies Inc.
GEHC
Shares Held
17K
Value
$1.42M
Micron Technology, Inc.
MU
Shares Held
16K
Value
$4.52M
Chart Industries, Inc.
GTLS
Shares Held
12K
Value
$2.48M