Tenere Capital as of March 31, 2023
Portfolio Holdings for Tenere Capital
Tenere Capital holds 26 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 6.7 | $13M | 57k | 225.46 | |
| Thermo Fisher Scientific (TMO) | 5.6 | $11M | 19k | 576.37 | |
| Metropcs Communications (TMUS) | 5.2 | $10M | 69k | 144.84 | |
| Nike (NKE) | 5.2 | $9.9M | 81k | 122.64 | |
| Facebook Inc cl a (META) | 5.0 | $9.6M | 45k | 211.94 | |
| Servicenow (NOW) | 4.8 | $9.2M | 20k | 464.72 | |
| Amazon (AMZN) | 4.8 | $9.1M | 88k | 103.29 | |
| Microsoft Corporation (MSFT) | 4.3 | $8.2M | 29k | 288.30 | |
| Starbucks Corporation (SBUX) | 4.1 | $7.8M | 75k | 104.13 | |
| Union Pacific Corporation (UNP) | 3.9 | $7.5M | 37k | 201.26 | |
| S&p Global (SPGI) | 3.8 | $7.2M | 21k | 344.77 | |
| Taiwan Semiconductor Mfg (TSM) | 3.5 | $6.7M | 72k | 93.02 | |
| Estee Lauder Companies (EL) | 3.5 | $6.7M | 27k | 246.46 | |
| Yum! Brands (YUM) | 3.4 | $6.5M | 49k | 132.08 | |
| Danaher Corporation (DHR) | 3.4 | $6.5M | 26k | 252.04 | |
| Prologis (PLD) | 3.4 | $6.4M | 52k | 124.77 | |
| Intuitive Surgical (ISRG) | 3.3 | $6.4M | 25k | 255.47 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 3.3 | $6.3M | 18k | 357.61 | |
| Atlassian Corporation Cl A (TEAM) | 3.2 | $6.1M | 36k | 171.17 | |
| Apple (AAPL) | 3.2 | $6.0M | 37k | 164.90 | |
| Intuit (INTU) | 3.1 | $6.0M | 13k | 445.83 | |
| Canadian Pacific Railway | 3.0 | $5.7M | 75k | 76.94 | |
| Schlumberger (SLB) | 2.9 | $5.6M | 115k | 49.10 | |
| Palo Alto Networks (PANW) | 2.9 | $5.5M | 28k | 199.74 | |
| NVIDIA Corporation (NVDA) | 2.6 | $5.0M | 18k | 277.77 | |
| Becton, Dickinson and (BDX) | 2.1 | $4.0M | 16k | 247.54 |
