Hedge Fund - Varenne Capital Partners
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | META | 81,939 | $47,226,362 | +9% | 16.96% | ||
| 2. | ANET | 479,827 | $37,176,995 | NEW | 13.35% | ||
| 3. | WAB | 198,684 | $36,031,343 | -31% | 12.94% | ||
| 4. | FLS | 481,408 | $23,511,966 | +6% | 8.45% | ||
| 5. | NFLX | 24,897 | $23,217,199 | -41% | 8.34% |
