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. | TSM | 12,200 | $77,287,000 | NEW | 13.41% | ||
| 2. | APH | 773,745 | $76,407,318 | +559% | 13.25% | ||
| 3. | WAB | 277,078 | $58,006,279 | +40% | 10.06% | ||
| 4. | ANET | 515,485 | $52,739,270 | +8% | 9.15% | ||
| 5. | META | 3,000 | $35,129,970 | NEW | 6.09% |
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