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David Mellul

Varenne Capital Partners

Assets Managed
$413.04M
Holdings
30
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
-20.7%(2Q avg: -10.9%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Varenne Capital Partners's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 30 positions.

Assets under management

The assets under management (AUM) of Varenne Capital Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 413.04M in assets, with a quarterly growth rate of -20.7% and a 2-quarter average growth rate of -10.9%. The portfolio is managed by David Mellul, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Increased 1.02%
15.16%
$62.583M
184,607 shares@ $339.01 avg price
ANET
Arista Networks Inc
Recent Activity
Decreased -4.99%
12.53%
$51.731M
420,014 shares@ $123.17 avg price
BKNG
Booking Holdings Inc
Recent Activity
Increased 1000.86%
6.57%
$27.106M
6,418 shares@ $4223.49 avg price
NVST
Envista Holdings Corp
Recent Activity
New Position
6.48%
$26.748M
1.051M shares@ $25.45 avg price
ADI
Analog Devices Inc
Recent Activity
Increased 8.38%
6.27%
$25.864M
81,044 shares@ $319.14 avg price
TEL
Te Connectivity Plc
Recent Activity
Decreased -57.49%
6.15%
$25.379M
121,042 shares@ $209.68 avg price
T
At&t Inc
Recent Activity
New Position
5.88%
$24.253M
833,993 shares@ $29.09 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 1.35%
5.83%
$24.045M
26,061 shares@ $922.65 avg price
APH
Amphenol Corp-cl A
Recent Activity
Increased 0.88%
5.69%
$23.494M
185,367 shares@ $126.75 avg price
GMED
Globus Medical Inc - A
Recent Activity
New Position
4.96%
$20.45M
236,615 shares@ $86.43 avg price

1-10 of 30