Your funds, side by side
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 SA | 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 % |
1 funds, 34 lines read.