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Name: |
Varenne Capital Partners |
City: |
PARIS |
State: |
I0 |
Zip: |
75008 |
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Holdings
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16 |
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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... |
1 |
New |
$403.96 |
$55,767,000 |
113,812 |
23.79% |
55,767,000 |
113,812 |
0.202 |
Personal Services |
|
NVDA |
NVIDIA Corporation |
2 |
New |
$903.99 |
$41,567,000 |
83,936 |
17.73% |
41,567,000 |
83,936 |
0.003 |
Semiconductor - Speci... |
|
AMZN |
Amazon.com Inc |
3 |
New |
$186.57 |
$40,892,000 |
269,134 |
17.45% |
40,892,000 |
269,134 |
0.003 |
Internet Software & S... |
|
MSFT |
Microsoft Corp |
4 |
New |
$413.72 |
$27,131,000 |
72,150 |
11.58% |
27,131,000 |
72,150 |
0.001 |
Application Software |
|
FB |
Meta Platforms Inc |
5 |
New |
$468.01 |
$26,954,000 |
76,151 |
11.5% |
26,954,000 |
76,151 |
0.003 |
Internet Service Prov... |
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EMR |
Emerson Electric Co |
6 |
New |
$114.82 |
$23,233,000 |
238,707 |
9.91% |
23,233,000 |
238,707 |
0.04 |
Industrial Electrical... |
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GOOGL |
Alphabet Inc |
7 |
New |
$169.14 |
$2,867,000 |
20,524 |
1.22% |
2,867,000 |
20,524 |
0 |
Search Engines & Info... |
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CDNS |
Cadence Design Systems Inc |
8 |
New |
$284.46 |
$2,844,000 |
10,441 |
1.21% |
2,844,000 |
10,441 |
0.004 |
Technical & System So... |
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NOW |
Servicenow, Inc. |
9 |
New |
$730.12 |
$1,720,000 |
2,435 |
0.73% |
1,720,000 |
2,435 |
0.001 |
Information Technolog... |
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ANET |
Arista Networks, Inc. |
10 |
New |
$309.87 |
$1,701,000 |
7,222 |
0.73% |
1,701,000 |
7,222 |
0.002 |
Diversified Computer ... |
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SNPS |
Synopsys Inc |
11 |
New |
$557.39 |
$1,700,000 |
3,302 |
0.73% |
1,700,000 |
3,302 |
0.002 |
Technical & System So... |
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IR |
Ingersoll Rand Inc |
12 |
New |
$90.84 |
$1,693,000 |
21,892 |
0.72% |
1,693,000 |
21,892 |
0.005 |
N/A |
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CRM |
Salesforce.com Inc |
13 |
New |
$277.52 |
$1,688,000 |
6,415 |
0.72% |
1,688,000 |
6,415 |
0.001 |
Internet Software & S... |
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GE |
General Electric Co |
15 |
New |
$159.50 |
$1,523,000 |
11,930 |
0.65% |
1,523,000 |
11,930 |
0.001 |
Conglomerates |
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TGH |
Textainer Group Holdings Li... |
16 |
New |
$49.99 |
$1,114,000 |
22,636 |
0.48% |
1,114,000 |
22,636 |
0.042 |
Business Services |
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AVGO |
Broadcom Limited |
17 |
New |
$1,337.51 |
$367,000 |
329 |
0.16% |
367,000 |
329 |
0 |
Semiconductor- Broad... |
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