Steven Goldstein
Zeno Equity Partners Llp
Assets Managed
$246.431M
Holdings
13
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
2.19%(2Q avg: 7.16%)
Sustained Growth
2 quarters
Portfolio positions
This chart displays the top 10 holdings in Zeno Equity Partners Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 13 positions.
Assets under management
The assets under management (AUM) of Zeno Equity Partners Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 246.431M in assets, with a quarterly growth rate of 2.19% and a 2-quarter average growth rate of 7.16%. The portfolio is managed by Steven Goldstein, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
DHR Danaher Corp
| 19.1% | $47.064M 248,230 shares@ $189.6 avg price | Increased 11.1% |
LIN Linde Plc
| 12.3% | $30.298M 61,114 shares@ $495.77 avg price | Decreased -64.04% |
AMZN Amazon.com Inc
| 11.96% | $29.456M 141,430 shares@ $208.27 avg price | Increased 47.81% |
VIST Vista Energy Sab De Cv
| 8.9% | $21.911M 290,321 shares@ $75.48 avg price | New Position |
DSGX Descartes Systems Grp The
| 8.32% | $20.498M 286,443 shares@ $71.56 avg price | New Position |
HEI.A Heico Corp-class A
| 7.74% | $19.05M 90,245 shares@ $211.09 avg price | Decreased -63.64% |
ITUB Itau Unibanco H-spon Prf Adr
| 7.61% | $18.746M 2.237M shares@ $8.38 avg price | New Position |
TPX Tempur Sealy International I
| 7.01% | $17.252M 233,394 shares@ $73.92 avg price | Decreased -12.77% |
PAX Patria Investments Ltd-a
| 6.91% | $17.005M 1.35M shares@ $12.6 avg price | Increased 128.48% |
WALD Waldencast Plc-a
| 4.73% | $11.636M 12.253M shares@ $0.95 avg price |
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