Tenere Capital as of Dec. 31, 2022
Portfolio Holdings for Tenere Capital
Tenere Capital holds 22 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 7.7 | $18M | 84k | 207.76 | |
| Microsoft Corporation (MSFT) | 6.6 | $15M | 63k | 239.82 | |
| Servicenow (NOW) | 6.1 | $14M | 35k | 388.28 | |
| Sba Communications Corp (SBAC) | 5.9 | $13M | 47k | 280.31 | |
| Prologis (PLD) | 5.4 | $12M | 109k | 112.73 | |
| Dollar Tree (DLTR) | 5.2 | $12M | 84k | 141.44 | |
| Amazon (AMZN) | 5.2 | $12M | 139k | 84.00 | |
| Estee Lauder Companies (EL) | 5.0 | $11M | 46k | 248.10 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.8 | $11M | 32k | 339.10 | |
| Canadian Pacific Railway | 4.7 | $11M | 142k | 74.59 | |
| S&p Global (SPGI) | 4.6 | $11M | 31k | 334.94 | |
| Metropcs Communications (TMUS) | 4.3 | $9.7M | 69k | 140.00 | |
| Facebook Inc cl a (META) | 4.2 | $9.5M | 79k | 120.35 | |
| Starbucks Corporation (SBUX) | 4.1 | $9.2M | 93k | 99.20 | |
| Advanced Micro Devices (AMD) | 4.0 | $9.0M | 139k | 64.77 | |
| Danaher Corporation (DHR) | 3.8 | $8.5M | 32k | 265.41 | |
| Zoetis Inc Cl A (ZTS) | 3.8 | $8.5M | 58k | 146.55 | |
| Intuit (INTU) | 3.6 | $8.0M | 21k | 389.22 | |
| Warner Music Group Corp (WMG) | 3.4 | $7.7M | 221k | 35.02 | |
| Apple (AAPL) | 3.4 | $7.7M | 59k | 129.94 | |
| Cheniere Energy (LNG) | 2.6 | $5.8M | 39k | 149.95 | |
| NVIDIA Corporation (NVDA) | 1.6 | $3.6M | 25k | 146.13 |
