Tenere Capital
Latest statistics and disclosures from Tenere Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are V, AMZN, BX, MSFT, NVDA, and represent 38.10% of Tenere Capital's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$24M), V (+$15M), HUBB (+$12M), AMZN (+$10M), COIN (+$9.9M), GS (+$6.2M), NKE, UBER, NOW, AAPL.
- Started 3 new stock positions in NFLX, HUBB, COIN.
- Reduced shares in these 7 stocks: ADI (-$25M), HD (-$13M), META (-$12M), ADSK (-$10M), MSFT (-$6.6M), NVDA (-$5.1M), DHR.
- Sold out of its positions in ADI, HD.
- Tenere Capital was a net buyer of stock by $13M.
- Tenere Capital has $422M in assets under management (AUM), dropping by 8.05%.
- Central Index Key (CIK): 0001849517
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Portfolio Holdings for Tenere Capital
Tenere Capital holds 20 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Visa (V) | 8.2 | $35M | +78% | 101k | 341.38 |
|
| Amazon (AMZN) | 8.0 | $34M | +42% | 153k | 219.57 |
|
| Blackstone Group Inc Com Cl A (BX) | 7.8 | $33M | 192k | 170.85 |
|
|
| Microsoft Corporation (MSFT) | 7.6 | $32M | -17% | 62k | 517.95 |
|
| NVIDIA Corporation (NVDA) | 6.6 | $28M | -15% | 149k | 186.58 |
|
| Facebook Inc cl a (META) | 6.2 | $26M | -31% | 36k | 734.38 |
|
| Goldman Sachs (GS) | 6.1 | $26M | +31% | 33k | 796.35 |
|
| Blackrock (BLK) | 5.9 | $25M | 21k | 1165.87 |
|
|
| Netflix (NFLX) | 5.7 | $24M | NEW | 20k | 1198.92 |
|
| Uber Technologies (UBER) | 4.5 | $19M | +14% | 194k | 97.97 |
|
| Servicenow (NOW) | 4.3 | $18M | +12% | 20k | 920.28 |
|
| Apple (AAPL) | 4.1 | $17M | +4% | 68k | 254.63 |
|
| Danaher Corporation (DHR) | 4.1 | $17M | -10% | 87k | 198.26 |
|
| Norfolk Southern (NSC) | 4.0 | $17M | 56k | 300.41 |
|
|
| Equinix (EQIX) | 3.8 | $16M | 20k | 783.24 |
|
|
| Nike (NKE) | 3.5 | $15M | +23% | 215k | 69.73 |
|
| Hubbell (HUBB) | 2.9 | $12M | NEW | 29k | 430.31 |
|
| Autodesk (ADSK) | 2.4 | $10M | -49% | 32k | 317.67 |
|
| Coinbase Global (COIN) | 2.4 | $9.9M | NEW | 29k | 337.49 |
|
| Crown Castle Intl (CCI) | 2.0 | $8.6M | 90k | 96.49 |
|
Past Filings by Tenere Capital
SEC 13F filings are viewable for Tenere Capital going back to 2021
- Tenere Capital 2025 Q3 filed Nov. 14, 2025
- Tenere Capital 2025 Q3 amended filed Nov. 14, 2025
- Tenere Capital 2025 Q2 filed Aug. 14, 2025
- Tenere Capital 2025 Q1 filed May 15, 2025
- Tenere Capital 2024 Q4 filed Feb. 14, 2025
- Tenere Capital 2024 Q3 filed Nov. 15, 2024
- Tenere Capital 2024 Q1 filed May 15, 2024
- Tenere Capital 2023 Q4 filed Feb. 14, 2024
- Tenere Capital 2023 Q3 filed Nov. 15, 2023
- Tenere Capital 2023 Q2 filed Aug. 14, 2023
- Tenere Capital 2023 Q1 filed May 15, 2023
- Tenere Capital 2022 Q4 filed Feb. 14, 2023
- Tenere Capital 2022 Q3 filed Nov. 14, 2022
- Tenere Capital 2022 Q2 filed Aug. 15, 2022
- Tenere Capital 2022 Q1 restated filed May 17, 2022
- Tenere Capital 2022 Q1 restated filed May 17, 2022