Hedge Fund - Varenne Capital Partners
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | TEL | 284,802 | $64,824,600 | -9% | 12.45% | ||
| 2. | ANET | 442,083 | $57,952,326 | -1% | 11.13% | ||
| 3. | WAB | 263,672 | $56,306,235 | +1% | 10.81% | ||
| 4. | TSM | 182,745 | $55,559,487 | NEW | 10.67% | ||
| 5. | On Holding AgCALL | ONON | 35,700 | $29,871,909 | NEW | 5.74% |
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