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.
Hedge Fund - Varenne Capital Partners
Get Email AlertsGuiseppe Perrone And Marco Sormani Bio, Returns, AUM, Net Worth
Manager biography is currently missing.
Fund Profile
Filing Period:
| Fund Name: | Varenne Capital Partners |
| Manager | Guiseppe Perrone And Marco Sormani |
| Portfolio Value | $603,318,085 |
| Change This QTR | +1.46% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | AVGO | 217,265 | $82,014,410 | +2174% | 13.59% | ||
| 2. | TSM | 153,341 | $73,179,806 | -17% | 12.13% | ||
| 3. | ANET | 419,076 | $71,142,802 | -1% | 11.79% | ||
| 4. | WWD | 86,629 | $36,829,646 | NEW | 6.1% | ||
| 5. | APH | 744,440 | $32,791,947 | +1% | 5.44% |
News, Interviews and Investor Letters
Hedge Fund Resource Center