Varenne Capital Partners - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Varenne Capital Partners held in its portfolio 26 assets valued at $520,864,231 (i.e. $520.86M).

The most valuable assets in the portfolio included: TE CONNECTIVITY PLC ($64.83M), ARISTA NETWORKS INC ($57.95M), and WABTEC ($56.31M).

The chart below shows the top 10 valuable assets, and the table below shows the top 26 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Varenne Capital Partners Portfolio

TE CONNECTIVITY PLC

ARISTA NETWORKS INC

WABTEC

TAIWAN SEMICONDUCTOR MFG LTD

ON HLDG AG

ELI LILLY & CO

XYLEM INC

AMPHENOL CORP NEW

MICROSOFT CORP

UBER TECHNOLOGIES INC

Varenne Capital Partners - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
TE CONNECTIVITY PLC	284802	64824600	ORD SHS
ARISTA NETWORKS INC	442083	57952326	COM SHS
WABTEC	263672	56306235	COM
TAIWAN SEMICONDUCTOR MFG LTD	182745	55559487	SPONSORED ADS
ON HLDG AG	35700	29871909	CALL
ELI LILLY & CO	25716	27648966	COM
XYLEM INC	199927	27238369	COM
AMPHENOL CORP NEW	183750	24843202	CL A
MICROSOFT CORP	51246	24794796	COM
UBER TECHNOLOGIES INC	272382	22266396	COM
NETFLIX INC	235621	22101813	COM
AUTODESK INC	74092	21941889	COM
CORNING INC	241150	21124641	COM
ANALOG DEVICES INC	74780	20289505	COM
NIKE INC	37800	10173144	CALL
UNIVERSAL HLTH SVCS INC	33940	7402944	CL B
GE VERNOVA INC	7818	5111920	COM
MICRON TECHNOLOGY INC	15847	4524937	COM
BROADCOM INC	9430	3265198	COM
BOOKING HOLDINGS INC	583	3123569	COM
AIR LEASE CORP	45888	2948718	CL A
CHART INDS INC	12000	2475878	COM
HOLOGIC INC	29116	2169831	COM
GE HEALTHCARE TECHNOLOGIES I	17357	1424264	COMMON STOCK
PAYPAL HLDGS INC	21031	1228344	COM
QNITY ELECTRONICS INC	3077	251350	COMMON STOCK