Portfolio (Quarterly) Guide ↗

Zeno Equity Partners LLP

· CIK 0002013334

13F Portfolio $246.4B AUM 13 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 3 Added 3 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TXN	TEXAS INSTRUMENTS ORD	Technology	91,686	$15.9M	6.60%	SOLD
2	V	VISA CL A ORD	Financial Services	35,441	$12.4M	5.15%	SOLD
3	APH	AMPHENOL CL A ORD	Technology	27,087	$3.7M	1.52%	SOLD

Sector Allocation

Healthcare 22.8%

Financial Services 17.3%

Technology 15.5%

Basic Materials 14.6%

Consumer Cyclical 14.2%

Energy 10.6%

Utilities 4.9%