Parthenon LLC - Q42025 Holdings

Parthenon LLC holds 131 stocks with a total portfolio value of $ 926.7M as of Q42025. In Q42025, Parthenon LLC added 6 new positions, increased stakes in 9 stocks, reduced 57 holdings, and fully exited 4 positions. The largest holding is Microsoft Corp (MSFT), representing 11.87% of the total portfolio.