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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 |
|
ULTA |
Ulta Salon Cosmetics & Frag... |
4 |
- |
$378.33 |
$58,885,000 |
112,617 |
10.22% |
3,118,000 |
-1,195 |
0.2 |
Personal Services |
|
|
AMZN |
Amazon.com Inc |
6 |
- |
$183.13 |
$48,106,000 |
266,695 |
8.35% |
7,214,000 |
-2,439 |
0.003 |
Internet Software & S... |
|
|
MSFT |
Microsoft Corp |
9 |
- |
$430.52 |
$27,853,000 |
66,202 |
4.83% |
722,000 |
-5,948 |
0.001 |
Application Software |
|
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NVDA |
NVIDIA Corporation |
11 |
- |
$949.50 |
$18,512,000 |
20,488 |
3.21% |
-23,055,000 |
-63,448 |
0.001 |
Semiconductor - Speci... |
|
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EMR |
Emerson Electric Co |
12 |
- |
$114.68 |
$7,338,000 |
64,696 |
1.27% |
-15,895,000 |
-174,011 |
0.011 |
Industrial Electrical... |
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