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 | $338,874,049 |
Change This QTR | +0.65% |
No. | Security | Ticker | Shares | Value | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | WAB | 286,800 | $54,374,412 | -35% | 16.04% | ||
2. | META | 75,220 | $44,042,062 | -52% | 12.99% | ||
3. | GOOGL | 199,094 | $37,688,494 | -30% | 11.12% | ||
4. | AMZN | 171,518 | $37,629,334 | -31% | 11.1% | ||
5. | NFLX | 42,141 | $37,561,116 | -39% | 11.08% |