VARENNE CAPITAL PARTNERS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APH | 602K | $74.49M |
 | ANET | 444K | $64.70M |
 | GLW | 317K | $25.97M |
 | TEL | 310K | $67.99M |
 | WAB | 262K | $52.57M |
 | DIS | 255K | $29.19M |
 | UBER | 249K | $24.40M |
 | UHS | 184K | $37.67M |
 | CVS | 132K | $9.95M |
 | ADSK | 68K | $21.56M |
 | NKE | 53K | $3.72M |
 | ADBE | 47K | $16.61M |
 | MU | 24K | $4.05M |
 | NFLX | 20K | $24.37M |
 | ZM | 19K | $1.55M |
 | GEHC | 17K | $1.24M |
 | GEV | 8K | $4.87M |
 | AVGO | 4K | $1.46M |
 | BKNG | 293 | $1.58M |
Amphenol Corporation
APH
Shares Held
602K
Value
$74.49M
Arista Networks, Inc.
ANET
Shares Held
444K
Value
$64.70M
Corning Incorporated
GLW
Shares Held
317K
Value
$25.97M
TE Connectivity Ltd.
TEL
Shares Held
310K
Value
$67.99M
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
262K
Value
$52.57M
The Walt Disney Company
DIS
Shares Held
255K
Value
$29.19M
Uber Technologies, Inc.
UBER
Shares Held
249K
Value
$24.40M
Universal Health Services, Inc.
UHS
Shares Held
184K
Value
$37.67M
CVS Health Corporation
CVS
Shares Held
132K
Value
$9.95M
Autodesk, Inc.
ADSK
Shares Held
68K
Value
$21.56M
NIKE, Inc.
NKE
Shares Held
53K
Value
$3.72M
Adobe Inc.
ADBE
Shares Held
47K
Value
$16.61M
Micron Technology, Inc.
MU
Shares Held
24K
Value
$4.05M
Netflix, Inc.
NFLX
Shares Held
20K
Value
$24.37M
Zoom Communications, Inc.
ZM
Shares Held
19K
Value
$1.55M
GE HealthCare Technologies Inc.
GEHC
Shares Held
17K
Value
$1.24M
GE Vernova Inc.
GEV
Shares Held
8K
Value
$4.87M
Broadcom Inc.
AVGO
Shares Held
4K
Value
$1.46M
Booking Holdings Inc.
BKNG
Shares Held
293
Value
$1.58M