Notify me when Varenne Capital Partners files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 24 | $480,819,178 | +$192,201,290 | -$171,231,934 | +$20,969,356 | TEL, ANET, WAB, TSM, LLY | 13F-HR | 17 Feb 2026, 08:13 |
| Q3 2025 | 21 | $473,855,112 | +$211,922,255 | -$166,077,058 | +$45,845,197 | APH, TEL, ANET, WAB, UHS | 13F-HR | 12 Nov 2025, 14:48 |
| Q2 2025 | 15 | $396,366,665 | +$227,996,680 | -$134,619,510 | +$93,377,170 | APH, WAB, ANET, DIS, NFLX | 13F-HR | 12 Aug 2025, 10:36 |
| Q1 2025 | 15 | $271,281,406 | +$91,372,571 | -$132,260,299 | -$40,887,728 | META, ANET, WAB, FLS, NFLX | 13F-HR | 13 May 2025, 09:24 |
| Q4 2024 | 15 | $333,498,578 | +$35,281,576 | -$218,851,639 | -$183,570,063 | WAB, META, GOOGL, AMZN, NFLX | 13F-HR | 12 Feb 2025, 11:52 |
| Q3 2024 | 13 | $513,933,639 | +$299,824,899 | -$150,902,581 | +$148,922,318 | META, WAB, ETN, NFLX, IFF | 13F-HR | 14 Nov 2024, 08:38 |
| Q2 2024 | 14 | $353,939,172 | +$163,188,256 | -$394,663,793 | -$231,475,537 | NVDA, META, AMZN, NOW, IFF | 13F-HR | 12 Aug 2024, 11:20 |
| Q1 2024 | 16 | $576,436,350 | +$362,406,612 | -$85,428,894 | +$276,977,718 | VEEV, ETN, GOOGL, ULTA, META | 13F-HR | 14 May 2024, 09:51 |
| Q4 2023 | 17 | $234,389,011 | +$233,583,763 | -$56,390,027 | +$177,193,736 | ULTA, NVDA, AMZN, MSFT, META | 13F-HR | 13 Feb 2024, 09:02 |
| Q3 2023 | 7 | $57,049,684 | +$16,349,225 | -$165,685,775 | -$149,336,550 | QGEN, ATVI, HZNP, NATI, FTRE | 13F-HR | 14 Nov 2023, 09:18 |
| Q2 2023 | 10 | $207,367,203 | +$37,301,075 | -$117,032,855 | -$79,731,780 | SBUX, QGEN, CTVA, ATVI, HZNP | Restatement | 14 Nov 2023, 09:16 |
| Q1 2023 | 9 | $298,514,707 | +$232,284,367 | -$54,551,798 | +$177,732,569 | SBUX, DG, CTVA, ATVI, HZNP | 13F-HR | 12 May 2023, 14:30 |
| Q4 2022 | 6 | $135,662,705 | +$5,382,696 | -$88,944,201 | -$83,561,505 | DG, BKNG, ATVI, GOOGL, LHCG | 13F-HR | 13 Feb 2023, 12:00 |
| Q3 2022 | 9 | $217,427,000 | +$104,706,627 | -$106,001,089 | -$1,294,462 | DG, GOOGL, BKNG, LHCG, ATVI | 13F-HR | 09 Nov 2022, 08:51 |
| Q2 2022 | 12 | $331,422,000 | +$31,388,638 | -$145,736,734 | -$114,348,096 | GOOGL, DG, NKE, KLAC, WBD | 13F-HR | 27 Jul 2022, 13:13 |
| Q1 2022 | 14 | $492,776,000 | +$113,166,238 | -$241,982,631 | -$128,816,393 | GOOGL, DG, NKE, AMAT, KLAC | 13F-HR | 12 May 2022, 09:41 |
| Q4 2021 | 15 | $673,826,000 | $0 | $0 | $0 | GOOGL, AMAT, DG, LRCX, KLAC | 13F-HR | 14 Feb 2022, 08:55 |