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 | 184,607 | $62,582,948 | +2% | 15.15% | ||
| 2. | ANET | 420,014 | $51,730,514 | -5% | 12.52% | ||
| 3. | BKNG | 160,450 | $27,106,298 | +1001% | 6.56% | ||
| 4. | NVST | 1,051,029 | $26,747,954 | NEW | 6.48% | ||
| 5. | ADI | 81,044 | $25,863,932 | +9% | 6.26% |
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