Varenne Capital Partners - Q12026 Holdings

Varenne Capital Partners holds 29 stocks with a total portfolio value of $ 413.04M as of Q12026. In Q12026, Varenne Capital Partners added 12 new positions, increased stakes in 11 stocks, reduced 5 holdings, and fully exited 9 positions. The largest holding is Taiwan Semiconductor Manufac (TSM), representing 15.15% of the total portfolio.