Your funds, side by side
These are the lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Varenne Conviction Varenne Capital Partners · 34 lines · as of Dec 31, 2024 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Varenne Conviction |
|---|---|
| GEA Group AG | 3.48 % |
| Salmar ASA | 3.45 % |
| ESSILORLUXOTTICA | 3.44 % |
| Safran SA | 3.44 % |
| adidas AG | 3.43 % |
| BioMerieux | 3.43 % |
| Moncler SpA | 3.43 % |
| Universal Music Group NV | 3.43 % |
| Flowserve Corp | 3.42 % |
| Aena SME SA | 3.41 % |
| EATON CORP PLC | 3.41 % |
| GAZTRANSPORT ET TECHNIGAS SA | 3.40 % |
| Alphabet Inc | 3.38 % |
| Amphenol Corp | 3.38 % |
| Netflix Inc | 3.38 % |
| Amazon.com Inc | 3.37 % |
| NVIDIA Corp | 3.37 % |
| Arista Networks Inc | 3.36 % |
| Meta Platforms Inc | 3.36 % |
| Adyen NV | 3.28 % |
| Fresenius SE & Co KGaA | 3.03 % |
| CTS Eventim AG & Co KGaA | 2.99 % |
| Novo Nordisk A/S | 2.69 % |
| INTL FLAVORS & FRAGRANCES | 2.61 % |
| Sesa SpA | 2.59 % |
| JD SPORTS FASHION PLC | 1.83 % |
| Ryanair Holdings PLC | 1.07 % |
| Marvell Technology Inc | 1.04 % |
| HUGO BOSS AG | 0.77 % |
| Dassault Aviation SA | 0.73 % |
Titelia read 34 lines in these 1 funds.