VARENNE CAPITAL PARTNERS
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVST | 1.05M | $26.75M |
 | T | 834K | $24.25M |
 | ANET | 420K | $51.73M |
 | GMED | 237K | $20.45M |
 | DECK | 203K | $20.35M |
 | APH | 185K | $23.49M |
 | TSM | 185K | $62.58M |
 | GXO | 163K | $8.47M |
 | TEL | 121K | $25.38M |
 | ADI | 81K | $25.86M |
 | CWAN | 77K | $1.82M |
 | MSFT | 52K | $19.24M |
 | JCI | 50K | $6.61M |
 | LLY | 26K | $24.05M |
 | WAB | 19K | $4.82M |
 | GTLS | 18K | $3.71M |
 | GEHC | 18K | $1.26M |
 | MU | 12K | $4.13M |
 | AVGO | 10K | $2.97M |
 | BKNG | 6K | $27.11M |
Envista Holdings Corp
NVST
Shares Held
1.05M
Value
$26.75M
AT&T Inc.
T
Shares Held
834K
Value
$24.25M
Arista Networks, Inc.
ANET
Shares Held
420K
Value
$51.73M
Globus Medical, Inc.
GMED
Shares Held
237K
Value
$20.45M
Deckers Outdoor Corporation
DECK
Shares Held
203K
Value
$20.35M
Amphenol Corporation
APH
Shares Held
185K
Value
$23.49M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
185K
Value
$62.58M
GXO Logistics, Inc.
GXO
Shares Held
163K
Value
$8.47M
TE Connectivity Ltd.
TEL
Shares Held
121K
Value
$25.38M
Analog Devices, Inc.
ADI
Shares Held
81K
Value
$25.86M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
77K
Value
$1.82M
Microsoft Corporation
MSFT
Shares Held
52K
Value
$19.24M
Johnson Controls International plc
JCI
Shares Held
50K
Value
$6.61M
Eli Lilly and Company
LLY
Shares Held
26K
Value
$24.05M
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
19K
Value
$4.82M
Chart Industries, Inc.
GTLS
Shares Held
18K
Value
$3.71M
GE HealthCare Technologies Inc.
GEHC
Shares Held
18K
Value
$1.26M
Micron Technology, Inc.
MU
Shares Held
12K
Value
$4.13M
Broadcom Inc.
AVGO
Shares Held
10K
Value
$2.97M
Booking Holdings Inc.
BKNG
Shares Held
6K
Value
$27.11M