0001420506-23-001106.txt : 20230515 0001420506-23-001106.hdr.sgml : 20230515 20230515110737 ACCESSION NUMBER: 0001420506-23-001106 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Zeno Research, LLC CENTRAL INDEX KEY: 0001792460 IRS NUMBER: 843248262 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20842 FILM NUMBER: 23919652 BUSINESS ADDRESS: STREET 1: 437 MADISON AVE STREET 2: 21ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 646-258-4386 MAIL ADDRESS: STREET 1: 437 MADISON AVE STREET 2: 21ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001792460 XXXXXXXX 03-31-2023 03-31-2023 false Zeno Research, LLC
437 MADISON AVE 21ST FLOOR NEW YORK NY 10022
13F HOLDINGS REPORT 028-20842 000306283 801-121140 N
Felix Wai Managing Member 646-258-4386 Felix Wai, Managing Member NEW YORK NY 05-15-2023 0 30 149458144 false
INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR ZENO RESEARCH, LLC (6050) ACTIVISION BLIZZARD INC COM 00507V109 269181 3145 SH SOLE 3145 0 0 AMERICAN TOWER CORP NEW COM 03027X100 8467441 41438 SH SOLE 41438 0 0 AT&T INC COM 00206R102 8147428 423243 SH SOLE 423243 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 8491092 23744 SH SOLE 23744 0 0 CHINDATA GROUP HLDGS LTD ADS 16955F107 4339350 620794 SH SOLE 620794 0 0 CINEMARK HLDGS INC COM 17243V102 4649414 314362 SH SOLE 314362 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 2076762 32592 SH SOLE 32592 0 0 DIGITAL RLTY TR INC COM 253868103 6461326 65724 SH SOLE 65724 0 0 DISNEY WALT CO COM 254687106 6411024 64027 SH SOLE 64027 0 0 DYCOM INDS INC COM 267475101 2693842 28765 SH SOLE 28765 0 0 FRONTIER COMMUNICATIONS PARE COM 35909D109 4141521 181885 SH SOLE 181885 0 0 GRAY TELEVISION INC COM 389375106 590274 67692 SH SOLE 67692 0 0 LAMAR ADVERTISING CO NEW CL A 512816109 2470779 24735 SH SOLE 24735 0 0 LIBERTY BROADBAND CORP COM SER C 530307305 4189821 51283 SH SOLE 51283 0 0 LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 6851067 243897 SH SOLE 243897 0 0 META PLATFORMS INC CL A 30303M102 14485251 68346 SH SOLE 68346 0 0 NETFLIX INC COM 64110L106 6195147 17932 SH SOLE 17932 0 0 OMNICOM GROUP INC COM 681919106 5708513 60510 SH SOLE 60510 0 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 3414858 153064 SH SOLE 153064 0 0 PINTEREST INC CL A 72352L106 2158557 79155 SH SOLE 79155 0 0 ROGERS COMMUNICATIONS INC CL B 775109200 6861486 148200 SH SOLE 148200 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 7301084 27966 SH SOLE 27966 0 0 SEAWORLD ENTMT INC COM 81282V100 4856059 79205 SH SOLE 79205 0 0 SINCLAIR BROADCAST GROUP INC CL A 829226109 1237682 72126 SH SOLE 72126 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 2601849 19472 SH SOLE 19472 0 0 T-MOBILE US INC COM 872590104 5019430 34655 SH SOLE 34655 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 256376 2149 SH SOLE 2149 0 0 TEGNA INC COM 87901J105 1053950 62327 SH SOLE 62327 0 0 THE TRADE DESK INC COM CL A 88339J105 4076584 66928 SH SOLE 66928 0 0 WARNER MUSIC GROUP CORP COM CL A 934550203 13980996 418969 SH SOLE 418969 0 0