Varenne Capital Partners’s Nike NKE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Hold	0	–	–	–	22
2022 Q3	–	Sell	-405,999	Closed	-$41.5M	–	11
2022 Q2	$41.5M	Sell	405,999 -317,979	-44%	-$32.5M	11.51%	3
2022 Q1	$97.4M	Buy	+723,978	New	+$97.4M	19.77%	3