Titelia

Holdings of Zeno Equity Partners LLP

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Net assets
-
Positions
8 in 4 countries
Top ten
100.0 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Danaher Corp 248,23047.1M $
2Amazon.com Inc 141,43029.5M $
3Vista Energy SAB de CV 290,32121.9M $
4HEICO Corp 90,24519M $
5Itau Unibanco Holding SA 2,236,96618.7M $
6Somnigroup International Inc 233,39417.3M $
7Pampa Energia SA 115,58510.2M $
8Ryanair Holdings PLC 53,8113.1M $

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Sector breakdown

  • Health care 28.2 %
  • Consumer discretionary 19.5 %
  • Industrials 11.4 %
  • Consumer staples 10.3 %
  • Unattributed 30.5 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 73.8 %
  • Mexico 13.1 %
  • Brazil 11.2 %
  • Ireland 1.9 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States5123.1M $73.76 %
2Mexico121.9M $13.13 %
3Brazil118.7M $11.24 %
4Ireland13.1M $1.86 %
Cite this page

Titelia. "Holdings of Zeno Equity Partners LLP". https://titelia.com/en/funds/US13F2013334