Tenere Capital as of June 30, 2022
Portfolio Holdings for Tenere Capital
Tenere Capital holds 20 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.6 | $18M | 71k | 256.83 | |
| Visa (V) | 6.8 | $15M | 74k | 196.88 | |
| Servicenow (NOW) | 6.7 | $14M | 30k | 475.52 | |
| Estee Lauder Companies (EL) | 6.4 | $14M | 54k | 254.67 | |
| Union Pacific Corporation (UNP) | 6.3 | $13M | 63k | 213.27 | |
| Intuit (INTU) | 6.1 | $13M | 34k | 385.43 | |
| Thermo Fisher Scientific (TMO) | 6.0 | $13M | 23k | 543.27 | |
| Prologis (PLD) | 5.7 | $12M | 102k | 117.65 | |
| Zoetis Inc Cl A (ZTS) | 5.5 | $12M | 68k | 171.89 | |
| Sba Communications Corp (SBAC) | 5.1 | $11M | 34k | 320.06 | |
| Metropcs Communications (TMUS) | 4.7 | $10M | 74k | 134.54 | |
| Amazon (AMZN) | 4.3 | $9.2M | 87k | 106.21 | |
| MasterCard Incorporated (MA) | 4.3 | $9.1M | 29k | 315.47 | |
| Take-Two Interactive Software (TTWO) | 4.1 | $8.7M | 71k | 122.53 | |
| Palo Alto Networks (PANW) | 3.7 | $7.8M | 16k | 493.96 | |
| Canadian Pacific Railway | 3.6 | $7.7M | 111k | 69.84 | |
| Blackstone Group Inc Com Cl A (BX) | 3.6 | $7.6M | 83k | 91.22 | |
| Fidelity National Information Services (FIS) | 3.1 | $6.5M | 71k | 91.67 | |
| Hilton Worldwide Holdings (HLT) | 3.1 | $6.5M | 59k | 111.44 | |
| Schlumberger (SLB) | 2.4 | $5.2M | 145k | 35.76 |
