The 10 Stocks That Account for 90.88% of Varenne Capital’s 13F Portfolio
In this article we present the list of 10 Stocks That Account for 90.88% of Varenne Capital’s 13F Portfolio.
| Fund Name: | Varenne Capital Partners |
| Manager | Guiseppe Perrone And Marco Sormani |
| Portfolio Value | $526,680,952 |
| Change This QTR | +0.91% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | APH | 601,936 | $74,489,580 | -23% | 14.14% | ||
| 2. | TEL | 309,707 | $67,989,978 | NEW | 12.91% | ||
| 3. | ANET | 444,004 | $64,695,823 | -14% | 12.28% | ||
| 4. | WAB | 262,242 | $52,571,654 | -6% | 9.98% | ||
| 5. | UHS | 184,257 | $37,669,501 | NEW | 7.15% |