The 10 Stocks That Account for 90.88% of Varenne Capital’s 13F Portfolio
In this article we present the list of 10 Stocks That Account for 90.88% of Varenne Capital’s 13F Portfolio.
Fund Name: | Varenne Capital Partners |
Manager | Guiseppe Perrone And Marco Sormani |
Portfolio Value | $637,455,187 |
Change This QTR | +1.90% |
No. | Security | Ticker | Shares | Value | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | VEEV | 388,080 | $89,914,255 | NEW | 14.1% | ||
2. | ETN | 271,238 | $84,810,698 | NEW | 13.3% | ||
3. | GOOG | 505,157 | $76,243,346 | +2362% | 11.96% | ||
4. | U B S AgCALL | UBS | 325,312 | $61,018,837 | -17% | 9.57% | |
5. | ULTA | 112,617 | $58,885,177 | -2% | 9.23% |