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Hedge Funds Similar to Varenne Partners

13F Portfolio OverlapQ1 2026Varenne Partners portfolio →
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Most similar hedge funds by 13F overlap

Varenne Capital Partners is an institutional investor managing $413M across 30 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Varenne Partners are TIMUCUAN ASSET /FL, Nutshell Asset Ltd, Dundas Partners LLP, with shared positions in $BKNG, $ADI, $ANET, $APH, $TEL, $WAB. The full ranking of 25 similar funds is below.

#1TIMUCUAN ASSET MANAGEMENT INC/FLActive
Notable overlap · 3 shared positions
$BKNG$ADI$ANET
$2.7B
28 positions
#2Nutshell Asset Management LtdActive
Notable overlap · 3 shared positions
$APH$ANET$BKNG
$184M
35 positions
#3Dundas Partners LLPActive
Notable overlap · 3 shared positions
$APH$ADI$BKNG
$1.3B
49 positions
#4First Pacific Advisors, LPActive
Notable overlap · 3 shared positions
$ADI$TEL$WAB
$7.1B
86 positions
#5Saraza Management, LPActive
Notable overlap · 3 shared positions
$APH$ADI$JCI
$239M
20 positions
#6Sandhill Capital Partners LLCActive
Notable overlap · 4 shared positions
$APH$ANET$BKNG$JCI
$1.2B
95 positions
#7Telligent Fund, LPActive
Notable overlap · 4 shared positions
$APH$ANET$GEV$MU
$94M
24 positions
#8Katamaran Capital LLPActive
Notable overlap · 3 shared positions
$APH$ADI$ANET
$124M
30 positions
#9CAPITAL COUNSEL LLC/NYSmart money
Notable overlap · 3 shared positions
$ANET$ADI$WAB
$2.4B
62 positions
#10DUDLEY & SHANLEY, INC.Active
Notable overlap · 3 shared positions
$APH$ADI$ROP
$611M
37 positions
#11Trium Capital LLPActive
Notable overlap · 6 shared positions
$T$JCI$WAB$HOLX$OS$SDA
$142M
63 positions
#12FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 3 shared positions
$APH$ADI$BKNG
$4.5B
92 positions
#13Passumpsic Savings Bank
Notable overlap · 5 shared positions
$ANET$APH$BKNG$GEV$MU
$183M
90 positions
#14DSM CAPITAL PARTNERS LLCActive
Notable overlap · 3 shared positions
$ANET$BKNG$GEV
$5.7B
44 positions
#15MAR VISTA INVESTMENT PARTNERS LLCActive
Notable overlap · 3 shared positions
$ADI$APH$GEV
$1000M
35 positions
#16Newport Trust Company, LLCSmart money
Notable overlap · 3 shared positions
$T$GEV$JCI
$40.7B
64 positions
#17Sava Infond d.o.o.Passive
Notable overlap · 4 shared positions
$ANET$ADI$MU$BKNG
$705M
230 positions
#18AXIOM INVESTORS LLC /DEActive
Some overlap · 3 shared positions
$APH$GEV$MU
$9.0B
121 positions
#19Tribune Investment Group LPActive
Some overlap · 3 shared positions
$ADI$JCI$GEV
$261M
30 positions
#20NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Some overlap · 3 shared positions
$APH$ANET$ROP
$561M
76 positions
#21Smith Group Asset Management, LLCActive
Some overlap · 3 shared positions
$ADI$ANET$BKNG
$2.0B
162 positions
#22Giverny Capital Inc.Active
Some overlap · 3 shared positions
$BKNG$ADI$ANET
$2.7B
51 positions
#23Maytus Capital Management, LLCPassive
Some overlap · 3 shared positions
$T$ADI$BKNG
$562M
62 positions
#24COOKSON PEIRCE & CO INCPassive
Some overlap · 3 shared positions
$APH$GEV$MU
$2.4B
303 positions
#25Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$BKNG$ANET$APH$MU$GEV
$172M
76 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.