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| Name: |
Varenne Capital Partners |
| City: |
PARIS |
| State: |
I0 |
| Zip: |
75008 |
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data |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GOOGL |
Alphabet Inc |
3 |
- |
$174.99 |
$76,243,000 |
505,157 |
13.23% |
73,376,000 |
484,633 |
0.008 |
Search Engines & Info... |
|
|
FB |
Meta Platforms Inc |
5 |
- |
$478.22 |
$52,094,000 |
107,283 |
9.04% |
25,140,000 |
31,132 |
0.004 |
Internet Service Prov... |
|
|
NOW |
Servicenow, Inc. |
7 |
- |
$738.51 |
$44,170,000 |
57,936 |
7.66% |
42,450,000 |
55,501 |
0.03 |
Information Technolog... |
|
|
CDNS |
Cadence Design Systems Inc |
8 |
- |
$294.28 |
$29,470,000 |
94,674 |
5.11% |
26,626,000 |
84,233 |
0.034 |
Technical & System So... |
|
|
SNPS |
Synopsys Inc |
10 |
- |
$587.40 |
$27,614,000 |
48,318 |
4.79% |
25,914,000 |
45,016 |
0.032 |
Technical & System So... |
|
|
ANET |
Arista Networks, Inc. |
14 |
- |
$306.55 |
$2,758,000 |
9,510 |
0.48% |
1,057,000 |
2,288 |
0.003 |
Diversified Computer ... |
|
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IR |
Ingersoll Rand Inc |
15 |
- |
$95.50 |
$2,738,000 |
28,832 |
0.47% |
1,045,000 |
6,940 |
0.007 |
N/A |
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