Tenere Capital as of March 31, 2022
Portfolio Holdings for Tenere Capital
Tenere Capital holds 28 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 |
|---|---|---|---|---|---|
| salesforce (CRM) | 6.3 | $11M | 51k | 211.87 | |
| Metropcs Communications (TMUS) | 6.3 | $11M | 86k | 125.29 | |
| Fidelity National Information Services (FIS) | 6.1 | $11M | 75k | 140.61 | |
| Nike (NKE) | 5.8 | $10M | 75k | 132.89 | |
| Servicenow (NOW) | 5.7 | $9.9M | 20k | 500.11 | |
| Alphabet Inc Class A cs (GOOGL) | 5.3 | $9.1M | 4.4k | 2062.52 | |
| Facebook Inc cl a (META) | 4.9 | $8.5M | 29k | 294.53 | |
| MasterCard Incorporated (MA) | 4.8 | $8.3M | 23k | 356.05 | |
| Intuit (INTU) | 4.7 | $8.0M | 21k | 383.06 | |
| Taiwan Semiconductor Mfg (TSM) | 4.5 | $7.8M | 66k | 118.28 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.5 | $7.8M | 13k | 617.02 | |
| American Express Company (AXP) | 4.0 | $7.0M | 49k | 141.44 | |
| Starbucks Corporation (SBUX) | 3.4 | $5.9M | 54k | 109.27 | |
| Microsoft Corporation (MSFT) | 3.4 | $5.8M | 25k | 235.77 | |
| Boeing Company (BA) | 3.3 | $5.6M | 22k | 254.72 | |
| Sba Communications Corp (SBAC) | 3.2 | $5.6M | 20k | 277.55 | |
| Analog Devices (ADI) | 2.8 | $4.8M | 31k | 155.08 | |
| Network Associates Inc cl a (NET) | 2.7 | $4.6M | 66k | 70.26 | |
| BlackRock (BLK) | 2.5 | $4.2M | 5.6k | 753.96 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $4.2M | 27k | 152.23 | |
| Uber Technologies (UBER) | 2.3 | $3.9M | 71k | 54.51 | |
| Micron Technology (MU) | 2.0 | $3.4M | 39k | 88.21 | |
| Netflix (NFLX) | 1.8 | $3.1M | 6.0k | 521.66 | |
| Lyft (LYFT) | 1.8 | $3.1M | 49k | 63.18 | |
| Match Group (MTCH) | 1.8 | $3.0M | 22k | 137.38 | |
| Eventbrite (EB) | 1.5 | $2.6M | 119k | 22.16 | |
| Walt Disney Company (DIS) | 1.2 | $2.0M | 11k | 184.52 | |
| Take-Two Interactive Software (TTWO) | 0.9 | $1.5M | 8.3k | 176.70 |
