SEC Form 13F

Varenne Capital Partners 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$603,318,085
Positions30

Largest disclosed positions

IssuerTickerClassReported valueReported amount
BROADCOM INCAVGOCOM$82,014,410217,265
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$73,179,806153,341
ARISTA NETWORKS INCANETCOM SHS$71,142,802419,076
WOODWARD INCWWDCOM$36,829,64686,629
AMPHENOL CORPAPHCL A$32,791,947186,110
ELI LILLY & COLLYCOM$31,464,19926,251
NVIDIA CORPORATIONNVDACOM$30,984,045154,959
LAUDER ESTEE COS INCELCL A$28,060,729355,673
ANALOG DEVICES INCADICOM$27,844,35670,156
CBOE GLOBAL MKTS INCCBOECOM$25,925,206106,908

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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