19 is the total number of securities Zeno Equity Partners LLP has owned. The longest Zeno Equity Partners LLP has owned a single stock is 3 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WALDENCAST PLC | 3 | 3 | 14.64% | 43.60% | 93.83% | Q4 2023 | Q2 2024 | 3 | |
GENERAL ELECTRIC COMPANY | 3 | 3 | 1.01% | 8.65% | 13.03% | Q4 2023 | Q2 2024 | 3 | |
APPF | APPFOLIO, INC. | 3 | 3 | 0.88% | 7.83% | 11.37% | Q4 2023 | Q2 2024 | 3 |
DHR | DANAHER ORD | 3 | 3 | 0.49% | 7.82% | 12.15% | Q4 2023 | Q2 2024 | 3 |
LINDE PUBLIC LIMITED C... | 3 | 3 | 0.34% | 6.82% | 10.32% | Q4 2023 | Q2 2024 | 3 | |
AMZN | AMAZON COM ORD | 3 | 3 | 0.43% | 4.42% | 6.87% | Q4 2023 | Q2 2024 | 3 |
DSGX | THE DESCARTES SYSTEMS ... | 3 | 3 | 0.60% | 4.30% | 6.86% | Q4 2023 | Q2 2024 | 3 |
APH | AMPHENOL CORPORATION | 3 | 3 | 0.69% | 3.26% | 5.37% | Q4 2023 | Q2 2024 | 3 |
TPX | TEMPUR SEALY INTERNATI... | 3 | 3 | 1.10% | 2.93% | 4.18% | Q4 2023 | Q2 2024 | 3 |
RYAAY | RYANAIR HOLDINGS PUBLI... | 3 | 3 | 0.17% | 1.55% | 2.41% | Q4 2023 | Q2 2024 | 3 |
TXN | TEXAS INSTRUMENTS ORD | 2 | 2 | 3.92% | 6.02% | 8.12% | Q1 2024 | Q2 2024 | 2 |
HEI | HEICO CORPORATION | 2 | 2 | 0.29% | 2.93% | 5.57% | Q4 2023 | Q1 2024 | 2 |
WALDENCAST PLC | 2 | 2 | 0.45% | 0.62% | 0.78% | Q1 2024 | Q2 2024 | 2 | |
SPY | SPY Sep4 495.0 P | 1 | 1 | 0.01% | 0.41% | 0.82% | Q4 2023 | Q2 2024 | 2 |
HEIA | HEICO CL A ORD | 1 | 1 | 6.42% | 6.42% | 6.42% | Q2 2024 | Q2 2024 | 1 |
VERALTO CORPORATION | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2023 | Q4 2023 | 1 | |
LINDE PUBLIC LIMITED C... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 | |
NTCO | NATURA CO HOLDING ORD SHS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
SPDR S&P 500 ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 | |
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The securities at the top of the list , including WALDENCAST PLC, GENERAL ELECTRIC COMPANY, and APPFOLIO, INC., are the highest-conviction holdings of Zeno Equity Partners LLP.
The conviction is calculated by counting the number of quarters a security has been reported by Zeno Equity Partners LLP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Zeno Equity Partners LLP owns currently or has owned in the past.