Zeno Equity Partners LLP
LONDON X0 · SEC CIK 0002013334
$2.46亿2026Q1 申报市值
13持仓数
94.5%前十大占比 · 第一大 19.1%
5 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VIST 新建仓+$2,191.05万
DSGX 新建仓+$2,049.79万
ITUB 新建仓+$1,874.58万
PAM 新建仓+$1,022.93万
PAX 加仓+$956.19万
2026Q1 卖出最多 按季末市值估算
LIN 减仓-$5,396.20万
HEI/A 减仓-$3,334.61万
TXN 清仓-$1,590.66万
APH 清仓-$366.53万
SGI 减仓-$252.73万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER ORD | $4,706.44万 | 19.10% | 248,230 | 24,782 | 11.1% | $469.87万 | 加仓 |
| LIN | LINDE ORD | $3,029.79万 | 12.29% | 61,114 | -108,847 | -64.0% | -$5,396.20万 | 减仓 |
| AMZN | AMAZON COM ORD | $2,945.56万 | 11.95% | 141,430 | 45,746 | 47.8% | $952.75万 | 加仓 |
| VIST | VISTA ENERGY SPON SRS A ADR | $2,191.05万 | 8.89% | 290,321 | 290,321 | — | $2,191.05万 | 新建仓 |
| DSGX | DESCARTES SYSTEM ORD | $2,049.79万 | 8.32% | 286,443 | 286,443 | — | $2,049.79万 | 新建仓 |
| HEI/A | HEICO CL A ORD | $1,904.98万 | 7.73% | 90,245 | -157,971 | -63.6% | -$3,334.61万 | 减仓 |
| ITUB | ITAU UNIBANCO HOLDING ADR REP 1 PRF | $1,874.58万 | 7.61% | 2,236,966 | 2,236,966 | — | $1,874.58万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL ORD | $1,725.25万 | 7.00% | 233,394 | -34,190 | -12.8% | -$252.73万 | 减仓 |
| PAX | PATRIA INVESTMENTS CL A ORD | $1,700.47万 | 6.90% | 1,349,579 | 758,881 | 128.5% | $956.19万 | 加仓 |
| — | WALDENCAST CL A ORD | $1,163.63万 | 4.72% | 12,252,580 | 0 | 0.0% | — | 不变 |
| PAM | PAMPA ENERGIA ADR REPSG 25 ORD | $1,022.93万 | 4.15% | 115,585 | 115,585 | — | $1,022.93万 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS ORD ADR | $311.03万 | 1.26% | 53,811 | 53,811 | — | $311.03万 | 新建仓 |
| — | WALDENCAST EQY WARRANT | $17.61万 | 0.07% | 4,892,767 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS ORD | $0 | 0.00% | 0 | -91,686 | -100.0% | -$1,590.66万 | 清仓 |
| V | VISA CL A ORD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APH | AMPHENOL CL A ORD | $0 | 0.00% | 0 | -27,087 | -100.0% | -$366.53万 | 清仓 |