0000945621-26-000681.txt : 20260513 0000945621-26-000681.hdr.sgml : 20260513 20260513102051 ACCESSION NUMBER: 0000945621-26-000681 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260513 DATE AS OF CHANGE: 20260513 EFFECTIVENESS DATE: 20260513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Varenne Capital Partners CENTRAL INDEX KEY: 0001902567 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: I0 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21931 FILM NUMBER: 26971533 BUSINESS ADDRESS: ADDRESS IS A NON US LOCATION: YES STREET 1: 31 AVENUE PIERRE 1ER DE SERBIE CITY: PARIS PROVINCE COUNTRY: I0 ZIP: 75116 BUSINESS PHONE: 33 1 70 38 81 16 MAIL ADDRESS: ADDRESS IS A NON US LOCATION: YES STREET 1: 31 AVENUE PIERRE 1ER DE SERBIE CITY: PARIS PROVINCE COUNTRY: I0 ZIP: 75116 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001902567 XXXXXXXX 03-31-2026 03-31-2026 false Varenne Capital Partners

31 AVENUE PIERRE 1ER DE SERBIE PARIS I0 75116

13F HOLDINGS REPORT 028-21931 000309843 801-119257 N David Mellul 317-038-8119 /s/ David Mellul Paris I0 05-12-2026 0 30 413039779 INFORMATION TABLE 2 informationtable.xml AIR LEASE CORP CL A 00912X302 BBG001T92VD1 3493553 53629 SH SOLE 53629 0 0 AMICUS THERAPEUTIC COM 03152W109 BBG001SN96V9 2622801 180818 SH SOLE 180818 0 0 AMPHENOL CORP CL A 032095101 BBG001S5NSK6 23494330 185367 SH SOLE 185367 0 0 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 25863932 81044 SH SOLE 81044 0 0 ARISTA NETWORKS INC COM SHS 040413205 BBG001T51KQ0 51730514 420014 SH SOLE 420014 0 0 AT&T INC COM 00206R102 BBG001S5VWH2 24253031 833993 SH SOLE 833993 0 0 BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 27106298 6418 SH SOLE 6418 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 2966922 9556 SH SOLE 9556 0 0 CHART INDS INC COM 16115Q308 BBG001SQV7W4 3707000 17874 SH SOLE 17874 0 0 CLEARWATER ANALYTICS HLDGS I CL A 185123106 BBG012C765M3 1822970 76841 SH SOLE 76841 0 0 DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 20353467 202718 SH SOLE 202718 0 0 ELI LILLY & CO COM 532457108 BBG001S5STL8 24045052 26061 SH SOLE 26061 0 0 ENVISTA HOLDINGS CORPORATION COM 29415F104 BBG00LN4B6D9 26747954 1051029 SH SOLE 1051029 0 0 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG001Z0QVJ1 1259254 17636 SH SOLE 17636 0 0 GE VERNOVA INC COM 36828A101 BBG013G17W77 5503325 6285 SH SOLE 6285 0 0 GLOBUS MED INC CL A 379577208 BBG002V87T57 20450473 236615 SH SOLE 236615 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 BBG00YDGX9Z1 8465797 162766 SH SOLE 162766 0 0 HOLOGIC INC COM 436440101 BBG001S6HWB2 3592345 47376 SH SOLE 47376 0 0 JOHNSON CONTROLS INTERNATION SHS G51502105 BBG001S5WZ84 6610132 50321 SH SOLE 50321 0 0 MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 4127414 12179 SH SOLE 12179 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 19241426 51818 SH SOLE 51818 0 0 ONESTREAM INC CL A 68278B107 BBG01NL2JC12 1851513 76906 SH SOLE 76906 0 0 ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 615511 1734 SH SOLE 1734 0 0 SEALED AIR CORP NEW COM 81211K100 BBG001SBSZ95 275655 6535 SH SOLE 6535 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 BBG001S5WWW4 62582948 184607 SH SOLE 184607 0 0 TE CONNECTIVITY PLC ORD SHS G87052109 BBG01Q08MMX4 25379282 121042 SH SOLE 121042 0 0 WABTEC COM 929740108 BBG001S5XBT3 4816780 19214 SH SOLE 19214 0 0 AMAZON COM INC CALL 023135906 BBG001S5PQL7 687582 12240 SH Call SOLE 0 0 12240 MICRON TECHNOLOGY INC CALL 595112903 BBG001S6P675 8016981 3600 SH Call SOLE 0 0 3600 NIKE INC CALL 654106903 BBG001S6NTK2 1355537 37800 SH Call SOLE 0 0 37800