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 | $334,713,494 |
Change This QTR | +3.23% |
No. | Security | Ticker | Shares | Value | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | U B S AgCALL | UBS | 389,476 | $79,947,643 | -21% | 23.88% | |
2. | ULTA | 113,812 | $55,766,742 | NEW | 16.66% | ||
3. | NVDA | 83,936 | $41,566,786 | NEW | 12.41% | ||
4. | AMZN | 269,134 | $40,892,220 | NEW | 12.21% | ||
5. | MSFT | 72,150 | $27,131,286 | NEW | 8.1% |