Stock Taper 
VARENNE CAPITAL PARTNERS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Brady Corporation | BRC | 3.27K | $299.13K |
 Micron Technology, Inc. | MU | 5.3K | $6.12M |
 Ross Stores, Inc. | ROST | 18.69K | $3.98M |
 Westinghouse Air Brake Technologies Corporation | WAB | 20.47K | $5.52M |
 Eli Lilly and Company | LLY | 26.25K | $31.46M |
 Johnson Controls International plc | JCI | 33.22K | $4.85M |
 Waste Connections, Inc. | WCN | 34.3K | $5.71M |
 Amazon.com, Inc. | AMZN | 61.05K | $14.54M |
 Textron Inc. | TXT | 63.17K | $5.79M |
 Analog Devices, Inc. | ADI | 70.16K | $27.84M |
 Woodward, Inc. | WWD | 86.63K | $36.83M |
 Warner Bros. Discovery, Inc. | WBD | 103.5K | $2.76M |
 The Hershey Company | HSY | 127.1K | $22.28M |
 GXO Logistics, Inc. | GXO | 135.09K | $6.84M |
 Five Below, Inc. | FIVE | 140.85K | $25.31M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 153.34K | $73.18M |
 NVIDIA Corporation | NVDA | 154.96K | $30.98M |
 Amphenol Corporation | APH | 186.11K | $32.79M |
 Broadcom Inc. | AVGO | 217.26K | $82.01M |
 Globus Medical, Inc. | GMED | 238.2K | $18.81M |