Tenere Capital

Latest statistics and disclosures from Tenere Capital's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are GOOGL, META, TSM, V, TMO, and represent 29.29% of Tenere Capital's stock portfolio.
  • Added to shares of these 10 stocks: ROK (+$13M), EL (+$13M), NVDA (+$12M), BX (+$11M), AAPL (+$9.5M), NEE (+$8.5M), DHR (+$8.5M), TECH (+$7.9M), DDOG (+$7.6M), ADBE (+$7.0M).
  • Started 11 new stock positions in RGEN, EL, AAPL, TECH, DDOG, ROK, ADBE, NEE, NVDA, BX. DHR.
  • Reduced shares in these 10 stocks: , MSFT (-$13M), SLB (-$12M), MDB (-$12M), PANW (-$9.3M), SNOW (-$8.1M), AMZN (-$8.0M), TMO (-$7.5M), TMUS (-$7.3M), META (-$6.3M).
  • Sold out of its positions in ISRG, MDB, PANW, SLB, SNOW.
  • Tenere Capital was a net seller of stock by $-1.7M.
  • Tenere Capital has $336M in assets under management (AUM), dropping by 9.76%.
  • Central Index Key (CIK): 0001849517

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Portfolio Holdings for Tenere Capital

Tenere Capital holds 27 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Inc Class A cs (GOOGL) 7.3 $24M +20% 162k 150.93
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Facebook Inc cl a (META) 5.6 $19M -25% 39k 485.58
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Taiwan Semiconductor Mfg (TSM) 5.6 $19M -3% 137k 136.05
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Visa (V) 5.5 $19M -14% 67k 279.08
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Thermo Fisher Scientific (TMO) 5.3 $18M -29% 31k 581.21
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Union Pacific Corporation (UNP) 5.2 $18M -3% 72k 245.93
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Canadian Pacific Kansas City (CP) 5.0 $17M -3% 189k 88.17
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Microsoft Corporation (MSFT) 4.5 $15M -46% 36k 420.72
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Nike (NKE) 3.9 $13M +20% 138k 93.98
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Rockwell Automation (ROK) 3.8 $13M NEW 44k 291.33
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Estee Lauder Companies (EL) 3.8 $13M NEW 82k 154.15
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Metropcs Communications (TMUS) 3.6 $12M -37% 75k 163.22
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Micron Technology (MU) 3.6 $12M -3% 103k 117.89
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Boston Scientific Corporation (BSX) 3.5 $12M -3% 174k 68.49
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NVIDIA Corporation (NVDA) 3.5 $12M NEW 13k 903.56
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Autodesk (ADSK) 3.4 $11M +83% 43k 260.42
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Blackstone Group Inc Com Cl A (BX) 3.3 $11M NEW 84k 131.37
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Amazon (AMZN) 3.2 $11M -42% 60k 180.38
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Apple (AAPL) 2.8 $9.5M NEW 55k 171.48
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Servicenow (NOW) 2.7 $9.1M -26% 12k 762.40
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Nextera Energy (NEE) 2.5 $8.5M NEW 133k 63.91
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Danaher Corporation (DHR) 2.5 $8.5M NEW 34k 249.72
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Bio-techne Corporation (TECH) 2.4 $7.9M NEW 112k 70.39
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Datadog Inc Cl A (DDOG) 2.3 $7.6M NEW 61k 123.60
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Adobe Systems Incorporated (ADBE) 2.1 $7.0M NEW 14k 504.60
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Marvell Technology (MRVL) 1.8 $6.0M -50% 85k 70.88
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Repligen Corporation (RGEN) 1.4 $4.7M NEW 26k 183.92
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Past Filings by Tenere Capital

SEC 13F filings are viewable for Tenere Capital going back to 2021