Tenere Capital as of Dec. 31, 2021
Portfolio Holdings for Tenere Capital
Tenere Capital holds 25 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Servicenow (NOW) | 8.5 | $21M | 33k | 649.12 | |
| MasterCard Incorporated (MA) | 8.4 | $21M | 59k | 359.32 | |
| Microsoft Corporation (MSFT) | 7.1 | $18M | 53k | 336.32 | |
| Facebook Inc cl a (META) | 6.2 | $16M | 46k | 336.35 | |
| Nike (NKE) | 5.8 | $15M | 88k | 166.67 | |
| BlackRock (BLK) | 5.3 | $13M | 15k | 915.53 | |
| Thermo Fisher Scientific (TMO) | 4.5 | $11M | 17k | 667.25 | |
| Bath & Body Works In (BBWI) | 4.4 | $11M | 160k | 69.79 | |
| Palo Alto Networks (PANW) | 4.4 | $11M | 20k | 556.76 | |
| Analog Devices (ADI) | 4.3 | $11M | 61k | 175.77 | |
| Alphabet Inc Class A cs (GOOGL) | 4.2 | $11M | 3.7k | 2897.11 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.2 | $11M | 16k | 651.98 | |
| Intuit (INTU) | 3.5 | $8.7M | 14k | 643.19 | |
| Blackstone Group Inc Com Cl A (BX) | 3.3 | $8.2M | 64k | 129.39 | |
| Match Group (MTCH) | 3.0 | $7.6M | 58k | 132.25 | |
| Johnson Controls International Plc equity (JCI) | 2.9 | $7.4M | 91k | 81.31 | |
| Visa (V) | 2.9 | $7.4M | 34k | 216.71 | |
| Rockwell Automation (ROK) | 2.9 | $7.2M | 21k | 348.85 | |
| Estee Lauder Companies (EL) | 2.7 | $6.7M | 18k | 370.20 | |
| Hilton Worldwide Holdings (HLT) | 2.4 | $6.1M | 39k | 155.98 | |
| Sba Communications Corp (SBAC) | 2.0 | $5.0M | 13k | 389.01 | |
| Adobe Systems Incorporated (ADBE) | 2.0 | $4.9M | 8.7k | 567.05 | |
| Taiwan Semiconductor Mfg (TSM) | 1.9 | $4.8M | 40k | 120.30 | |
| Network Associates Inc cl a (NET) | 1.9 | $4.7M | 36k | 131.49 | |
| Netflix (NFLX) | 1.5 | $3.7M | 6.2k | 602.51 |
