Zeno Equity Partners LLP
Zeno Equity Partners LLP is an investment management firm headquartered in London, United Kingdom. The firm operates primarily as an asset manager, filing as an institutional investment manager with the SEC. They focus on managing equity portfolios and serve institutional clients. While detailed history (e.g., year founded, employee count) is not publicly available, their regular filings and address in London indicate they are an established player in cross-market public equities investing.
Investment Strategy
Zeno Equity Partners LLP manages a concentrated portfolio of public equities, focusing on high-conviction stock picks across diverse sectors. As of Q2 2025, their top holdings include Danaher, Waldencast, Linde, Amazon, and Amphenol, which make up over 70% of the portfolio. The fund actively adjusts its positions and may deploy both value and growth strategies oriented towards capital appreciation through security selection.
Top Holdings
Equity Positions (10)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DHR | DANAHER ORD | 22.09% | $51.2M | 258,939 | $225.10 | $197.54 | +$11.7M |
W WALD | WALDENCAST CL A ORD | 16.20% | $37.6M | 15,335,543 | $10.71 | $2.45 | -$8.4M |
L LIN | LINDE ORD | 13.96% | $32.4M | 69,003 | $426.77 | $469.18 | +$2.7M |
A AMZN | AMAZON COM ORD | 11.21% | $26.0M | 118,477 | $169.82 | $219.39 | -$8.1M |
A APH | AMPHENOL CL A ORD | 7.51% | $17.4M | 176,195 | $71.43 | $98.75 | +$6.6M |