Varenne Capital Partners in the news

Varenne Capital Partners is holding its quarterly investor lunch and investment review on October 14, 2026, in Geneva.

Varenne Capital Partners attributes strong fund performance to American tech and AI, noting their agile approach to valuations and the role of shorting in managing volatility.

Varenne Capital Partners increased its Amazon.com holdings by 398.8% in Q2, while Amazon is pursuing significant AI investments and receiving positive analyst ratings despite insider sales and AI spending concerns.

Varenne Capital Partners purchased 4,080 shares of Meta Platforms, Inc. for approximately $65,000 in the second quarter.

Varenne Capital Partners is holding quarterly investment review luncheons in Zurich and Geneva in October 2026.

Varenne Capital Partners significantly boosted its stake in semiconductor manufacturer Broadcom, which posted strong earnings and a dividend while facing some market concerns.

Varenne Capital's Development Director discusses the firm's performance, new strategies, and year-end outlook in an interview.

Varenne Capital marks the 3-year anniversary of two funds and expands its sales team with two new hires, while showcasing strong fund performance.

Varenne Capital Partners purchased over 820,000 shares of V.F. Corporation, making the textile maker a significant part of its investment portfolio, while other institutions also adjusted their stakes and company insiders bought shares.

Varenne Capital Partners initiated a significant $36.83 million position in Woodward, Inc., making it their fourth largest holding, amidst other institutional investment changes and positive analyst ratings for the technology company.

Varenne Capital Partners invested $25.30 million in Five Below, which recently reported strong Q2 earnings, raised fiscal guidance, and authorized a $600 million share-repurchase program.

Varenne Capital Partners decreased its holdings in Analog Devices by 13.4% in Q2, while other institutional investors like BlackRock and Bank of America significantly increased their stakes in the semiconductor company.

Varenne Capital Partners made a new $5.79 million investment in Textron Inc., purchasing 63,169 shares of the aerospace company.

Varenne Capital Partners invested $3.98 million in Ross Stores, Inc., which reported strong Q2 earnings, received analyst upgrades, and announced a dividend.

Varenne Capital Partners invested $22.28 million in Hershey Company stock during the second quarter, making it their 12th largest holding.

Estée Lauder's stock gains after Varenne Capital increases its stake, despite concerns over its high valuation and the need for operating performance to catch up.

Varenne Capital Partners reduced its stake in Johnson Controls International by 34% in the second quarter, amidst other institutional investor activities and positive earnings reports for Johnson Controls.

Varenne Capital Partners invites to quarterly investment review luncheons in Geneva and Zurich on July 9th and 10th, 2026, featuring a presentation by the company's president in Geneva.

Varenne Capital Partners notes that AI continues to drive stock markets, but investors are increasingly focusing on companies with strong fundamentals beyond the initial tech wave.

Varenne Capital Partners states that AI continues to drive stock markets in Q2, with a growing emphasis on companies with solid fundamentals.