Varenne Capital Partners’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$23.3M	Buy	44,098 +29,902	+211%	+$15.8M	4.03%	9
2025 Q1	$7.21M	Buy	+14,196	New	+$7.21M	2.59%	12