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Zeno Equity Partners LLP

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13F filer, CIK 2013334, LONDON, United Kingdom

Zeno Equity Partners LLP reported $241,154,188 across 11 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-09. Its ten largest share positions make up 99.93% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002013334-26-000002

Period
2025-12-31
Reported value
$241M
Holdings
11
Top 10 weight
99.93%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LINadded+87,124$29.5M
HEI-Aadded+160,362$14.1M
Vnew+35,441$12.4M
PAXnew+590,698$9.39M
SGIadded+34,607$3.09M

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
DHRreduced-42,347-$9.7M
APHreduced-61,076-$8.26M
AMZNreduced-33,215-$7.67M
TXNreduced-2,704-$469K

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, Q4 2025

Share positions as resolved from 13F-HR 0002013334-26-000002, largest first. % of portfolio is the value over $241,154,188, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,644 shares; 2024Q4: 74,378 shares; 2025Q1: 63,824 shares; 2025Q2: 69,003 shares; 2025Q3: 82,837 shares; 2025Q4: 169,961 shares 169,961$57.6M23.89%+87,124Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,299 shares; 2024Q4: 173,865 shares; 2025Q1: 192,450 shares; 2025Q2: 258,939 shares; 2025Q3: 265,795 shares; 2025Q4: 223,448 shares 223,448$51.2M21.23%-42,347Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,623 shares; 2024Q4: not reported; 2025Q1: 177,595 shares; 2025Q2: 228,382 shares; 2025Q3: 232,977 shares; 2025Q4: 267,584 shares 267,584$23.9M9.91%+34,607Timeline
MLKMFWALDENCAST PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,335,543 shares; 2024Q4: 15,335,543 shares; 2025Q1: 15,335,543 shares; 2025Q2: 15,335,543 shares; 2025Q3: 12,252,580 shares; 2025Q4: 12,252,580 shares 12,252,580$23M9.55%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,054 shares; 2024Q4: 151,609 shares; 2025Q1: 179,112 shares; 2025Q2: 118,477 shares; 2025Q3: 128,899 shares; 2025Q4: 95,684 shares 95,684$22.1M9.16%-33,215Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,721 shares; 2024Q4: 71,535 shares; 2025Q1: 57,889 shares; 2025Q2: 63,069 shares; 2025Q3: 87,854 shares; 2025Q4: 248,216 shares 248,216$21.8M9.02%+160,362Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,782 shares; 2024Q4: 138,678 shares; 2025Q1: 151,586 shares; 2025Q2: 83,116 shares; 2025Q3: 94,390 shares; 2025Q4: 91,686 shares 91,686$15.9M6.6%-2,704Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,441 shares 35,441$12.4M5.15%newTimeline
PAXPATRIA INVESTMENTS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 590,698 shares 590,698$9.39M3.89%newTimeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 163,269 shares; 2025Q1: 164,179 shares; 2025Q2: 176,195 shares; 2025Q3: 88,163 shares; 2025Q4: 27,087 shares 27,087$3.67M1.52%-61,076Timeline
WALDWWALDENCAST PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,247,775 shares; 2024Q4: 6,247,775 shares; 2025Q1: 6,247,775 shares; 2025Q2: 6,247,775 shares; 2025Q3: 4,892,767 shares; 2025Q4: 4,892,767 shares 4,892,767$178K0.07%0Timeline

How Q4 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 0002013334-26-000002 base2026-02-09acceptance time not in the bulk data set