Varenne Capital Partners - Q42025 Holdings

Varenne Capital Partners holds 26 stocks with a total portfolio value of $ 520.86M as of Q42025. In Q42025, Varenne Capital Partners added 11 new positions, increased stakes in 8 stocks, reduced 7 holdings, and fully exited 9 positions. The largest holding is Te Connectivity PLC (TEL), representing 12.45% of the total portfolio.