Tenere Capital as of June 30, 2023
Portfolio Holdings for Tenere Capital
Tenere Capital holds 27 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 6.2 | $13M | 96k | 130.36 | |
| Visa (V) | 5.3 | $11M | 46k | 237.48 | |
| Metropcs Communications (TMUS) | 5.2 | $11M | 76k | 138.90 | |
| Alphabet Inc Class A cs (GOOGL) | 5.0 | $10M | 86k | 119.70 | |
| Palo Alto Networks (PANW) | 4.9 | $9.9M | 39k | 255.51 | |
| Thermo Fisher Scientific (TMO) | 4.8 | $9.7M | 19k | 521.75 | |
| Microsoft Corporation (MSFT) | 4.8 | $9.7M | 29k | 340.54 | |
| Canadian Pacific Kansas City (CP) | 4.5 | $9.1M | 113k | 80.77 | |
| Facebook Inc cl a (META) | 4.0 | $8.2M | 29k | 286.98 | |
| NVIDIA Corporation (NVDA) | 3.8 | $7.6M | 18k | 423.02 | |
| Intuit (INTU) | 3.7 | $7.6M | 17k | 458.19 | |
| Union Pacific Corporation (UNP) | 3.7 | $7.6M | 37k | 204.62 | |
| Starbucks Corporation (SBUX) | 3.6 | $7.4M | 75k | 99.06 | |
| Blackstone Group Inc Com Cl A (BX) | 3.6 | $7.4M | 79k | 92.97 | |
| Prologis (PLD) | 3.6 | $7.3M | 60k | 122.63 | |
| Taiwan Semiconductor Mfg (TSM) | 3.6 | $7.3M | 72k | 100.92 | |
| Danaher Corporation (DHR) | 3.5 | $7.2M | 30k | 240.00 | |
| Apple (AAPL) | 3.5 | $7.1M | 37k | 193.97 | |
| Boston Scientific Corporation (BSX) | 3.4 | $7.0M | 129k | 54.09 | |
| Estee Lauder Companies (EL) | 3.1 | $6.4M | 32k | 196.38 | |
| Nike (NKE) | 2.9 | $5.9M | 54k | 110.37 | |
| Servicenow (NOW) | 2.8 | $5.8M | 10k | 561.97 | |
| Schlumberger (SLB) | 2.8 | $5.6M | 115k | 49.12 | |
| Becton, Dickinson and (BDX) | 2.6 | $5.2M | 20k | 264.01 | |
| Snowflake Inc Cl A (SNOW) | 2.2 | $4.5M | 26k | 175.98 | |
| Intel Corporation (INTC) | 1.5 | $3.1M | 92k | 33.44 | |
| Zoetis Inc Cl A (ZTS) | 1.5 | $3.0M | 18k | 172.21 |
