Tenere Capital as of Sept. 30, 2022
Portfolio Holdings for Tenere Capital
Tenere Capital holds 22 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 7.3 | $15M | 132k | 113.00 | |
| Visa (V) | 6.4 | $13M | 74k | 177.66 | |
| Servicenow (NOW) | 6.3 | $13M | 34k | 377.61 | |
| Microsoft Corporation (MSFT) | 6.2 | $13M | 55k | 232.90 | |
| Zoetis Inc Cl A (ZTS) | 5.7 | $12M | 80k | 148.29 | |
| Estee Lauder Companies (EL) | 5.7 | $12M | 54k | 215.91 | |
| Metropcs Communications (TMUS) | 5.6 | $12M | 86k | 134.17 | |
| Prologis (PLD) | 5.5 | $11M | 111k | 101.60 | |
| Intuit (INTU) | 5.4 | $11M | 29k | 387.34 | |
| Sba Communications Corp (SBAC) | 4.6 | $9.6M | 34k | 284.64 | |
| Thermo Fisher Scientific (TMO) | 4.5 | $9.2M | 18k | 507.21 | |
| Schlumberger (SLB) | 4.0 | $8.3M | 232k | 35.90 | |
| Canadian Pacific Railway | 4.0 | $8.3M | 124k | 66.72 | |
| Facebook Inc cl a (META) | 3.8 | $7.8M | 58k | 135.69 | |
| Take-Two Interactive Software (TTWO) | 3.8 | $7.7M | 71k | 109.00 | |
| Atlassian Corp Plc cl a | 3.6 | $7.4M | 35k | 210.60 | |
| Apple (AAPL) | 3.5 | $7.2M | 52k | 138.19 | |
| Blackstone Group Inc Com Cl A (BX) | 3.4 | $7.0M | 83k | 83.70 | |
| Dollar Tree (DLTR) | 3.3 | $6.8M | 50k | 136.11 | |
| MasterCard Incorporated (MA) | 2.7 | $5.6M | 20k | 284.32 | |
| Northrop Grumman Corporation (NOC) | 2.6 | $5.4M | 11k | 470.35 | |
| Boeing Company (BA) | 2.2 | $4.6M | 38k | 121.08 |
