Tenere Capital as of March 31, 2022
Portfolio Holdings for Tenere Capital
Tenere Capital holds 23 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.4 | $22M | 71k | 308.31 | |
| Union Pacific Corporation (UNP) | 7.0 | $18M | 67k | 273.20 | |
| Intuit (INTU) | 6.5 | $17M | 35k | 480.84 | |
| Servicenow (NOW) | 6.4 | $17M | 30k | 556.91 | |
| Taiwan Semiconductor Mfg (TSM) | 6.0 | $16M | 122k | 128.35 | |
| Visa (V) | 5.4 | $14M | 64k | 221.78 | |
| Amazon (AMZN) | 5.4 | $14M | 4.3k | 3259.98 | |
| Blackstone Group Inc Com Cl A (BX) | 5.1 | $13M | 105k | 126.94 | |
| Metropcs Communications (TMUS) | 4.9 | $13M | 22k | 590.64 | |
| Rockwell Automation (ROK) | 4.4 | $11M | 41k | 280.04 | |
| Palo Alto Networks (PANW) | 4.2 | $11M | 18k | 622.49 | |
| Sba Communications Corp (SBAC) | 4.0 | $11M | 31k | 344.08 | |
| MasterCard Incorporated (MA) | 3.9 | $10M | 29k | 357.39 | |
| Estee Lauder Companies (EL) | 3.6 | $9.5M | 35k | 272.32 | |
| Alphabet Inc Class A cs (GOOGL) | 3.6 | $9.4M | 3.4k | 2781.31 | |
| Atlassian Corp Plc cl a | 3.4 | $9.0M | 31k | 293.82 | |
| Prologis (PLD) | 3.4 | $9.0M | 56k | 161.47 | |
| Johnson Controls International Plc equity (JCI) | 3.2 | $8.2M | 125k | 65.57 | |
| Zoetis Inc Cl A (ZTS) | 2.9 | $7.7M | 41k | 188.60 | |
| Walt Disney Company (DIS) | 2.8 | $7.4M | 54k | 137.16 | |
| Take-Two Interactive Software (TTWO) | 2.5 | $6.5M | 62k | 104.25 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $3.9M | 26k | 153.75 | |
| Datadog Inc Cl A (DDOG) | 1.3 | $3.4M | 23k | 151.46 |
