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Zeno Equity Partners LLP

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13F filer, CIK 2013334, LONDON, United Kingdom

Zeno Equity Partners LLP reported $246,431,033 across 13 holdings for the quarter ended 2026-03-31, in a 13F-HR/A filed 2026-05-15. Its ten largest share positions make up 94.52% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0002013334-26-000007

Period
2026-03-31
Reported value
$246M
Holdings
13
Top 10 weight
94.52%
New
5
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VISTnew+290,321$21.9M
DSGXnew+286,443$20.5M
ITUBnew+2,236,966$18.7M
PAMnew+115,585$10.2M
PAXadded+758,881$9.56M

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
LINreduced-108,847-$54M
HEI-Areduced-157,971-$33.3M
TXNexited-91,686-$15.9M
Vexited-35,441-$12.4M
APHexited-27,087-$3.67M

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 2026

Share positions as resolved from 13F-HR/A 0002013334-26-000007, largest first. % of portfolio is the value over $246,431,033, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 248,230 shares 248,230$47.1M19.1%+24,782Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 61,114 shares 61,114$30.3M12.29%-108,847Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 141,430 shares 141,430$29.5M11.95%+45,746Timeline
VISTVISTA ENERGY S.A.B. DE C.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 290,321 shares 290,321$21.9M8.89%newTimeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,968 shares; 2024Q4: 256,149 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 286,443 shares 286,443$20.5M8.32%newTimeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 90,245 shares 90,245$19M7.73%-157,971Timeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 556,222 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,236,966 shares 2,236,966$18.7M7.61%newTimeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 233,394 shares 233,394$17.3M7%-34,190Timeline
PAXPATRIA INVESTMENTS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 590,698 shares; 2026Q1: 1,349,579 shares 1,349,579$17M6.9%+758,881Timeline
MLKMFWALDENCAST PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,252,580 shares 12,252,580$11.6M4.72%0Timeline
PAMPAMPA ENERGIA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,585 shares 115,585$10.2M4.15%newTimeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,635 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,811 shares 53,811$3.11M1.26%newTimeline
WALDWWALDENCAST PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,892,767 shares 4,892,767$176K0.07%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
TXNTEXAS INSTRS INC91,686$15.9Mshares
VVISA INC35,441$12.4Mshares
APHAMPHENOL CORP27,087$3.67Mshares

How Q1 2026 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 0002013334-26-000004 superseded2026-05-14acceptance time not in the bulk data set
13F-HR/A 0002013334-26-000007 baserestatement2026-05-15acceptance time not in the bulk data set