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. | 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% |
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