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Zeno Equity Partners LLP

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13F filer, CIK 2013334, LONDON, United Kingdom

Zeno Equity Partners LLP reported $276,520,753 across 12 holdings for the quarter ended 2025-03-31, in a 13F-HR/A filed 2025-05-16. Its ten largest share positions make up 95.86% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0002013334-25-000010

Period
2025-03-31
Reported value
$277M
Holdings
12
Top 10 weight
95.86%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SGInew+177,595$10.6M
AMZNadded+27,503$5.23M
DHRadded+18,585$3.81M
TXNadded+12,908$2.32M
MEDPadded+1,564$477K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DSGXexited-256,149-$29.1M
GEreduced-71,692-$14.4M
APPFreduced-40,467-$8.9M
LINreduced-10,554-$4.91M
HEI-Areduced-13,646-$2.88M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR/A 0002013334-25-000010, largest first. % of portfolio is the value over $276,520,753, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MLKMFWALDENCAST PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,335,543 shares; 2024Q4: 15,335,543 shares; 2025Q1: 15,335,543 shares 15,335,543$46M16.64%0Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,299 shares; 2024Q4: 173,865 shares; 2025Q1: 192,450 shares 192,450$39.5M14.28%+18,585Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,054 shares; 2024Q4: 151,609 shares; 2025Q1: 179,112 shares 179,112$34.1M12.32%+27,503Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,644 shares; 2024Q4: 74,378 shares; 2025Q1: 63,824 shares 63,824$29.7M10.75%-10,554Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,782 shares; 2024Q4: 138,678 shares; 2025Q1: 151,586 shares 151,586$27.2M9.85%+12,908Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,505 shares; 2024Q4: 206,492 shares; 2025Q1: 134,800 shares 134,800$27M9.77%-71,692Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,925 shares; 2024Q4: 129,256 shares; 2025Q1: 88,789 shares 88,789$19.5M7.06%-40,467Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,619 shares; 2024Q4: 60,740 shares; 2025Q1: 62,304 shares 62,304$19M6.87%+1,564Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,721 shares; 2024Q4: 71,535 shares; 2025Q1: 57,889 shares 57,889$12.2M4.42%-13,646Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 163,269 shares; 2025Q1: 164,179 shares 164,179$10.8M3.9%+910Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,623 shares; 2024Q4: not reported; 2025Q1: 177,595 shares 177,595$10.6M3.85%newTimeline
WALDWWALDENCAST PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,247,775 shares; 2024Q4: 6,247,775 shares; 2025Q1: 6,247,775 shares 6,247,775$818K0.3%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DSGXDESCARTES SYS GROUP INC256,149$29.1Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002013334-25-000008 superseded2025-05-12acceptance time not in the bulk data set
13F-HR/A 0002013334-25-000010 baserestatement2025-05-16acceptance time not in the bulk data set