Tenere Capital as of Dec. 31, 2023
Portfolio Holdings for Tenere Capital
Tenere Capital holds 21 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.3 | $25M | 67k | 376.04 | |
| Thermo Fisher Scientific (TMO) | 7.5 | $23M | 43k | 530.79 | |
| Visa (V) | 6.6 | $20M | 78k | 260.35 | |
| Metropcs Communications (TMUS) | 6.3 | $19M | 120k | 160.33 | |
| Alphabet Inc Class A cs (GOOGL) | 6.1 | $19M | 134k | 139.69 | |
| Facebook Inc cl a (META) | 6.0 | $18M | 52k | 353.96 | |
| Union Pacific Corporation (UNP) | 6.0 | $18M | 74k | 245.62 | |
| Amazon (AMZN) | 5.2 | $16M | 104k | 151.94 | |
| Canadian Pacific Kansas City (CP) | 5.1 | $16M | 196k | 79.06 | |
| Intuitive Surgical (ISRG) | 5.0 | $15M | 46k | 337.36 | |
| Taiwan Semiconductor Mfg (TSM) | 4.8 | $15M | 143k | 104.00 | |
| Nike (NKE) | 4.1 | $13M | 115k | 108.57 | |
| Schlumberger (SLB) | 4.0 | $12M | 234k | 52.04 | |
| Mongodb Inc. Class A (MDB) | 3.9 | $12M | 29k | 408.85 | |
| Servicenow (NOW) | 3.7 | $12M | 16k | 706.49 | |
| Boston Scientific Corporation (BSX) | 3.4 | $10M | 181k | 57.81 | |
| Marvell Technology (MRVL) | 3.4 | $10M | 171k | 60.31 | |
| Palo Alto Networks (PANW) | 3.0 | $9.3M | 32k | 294.88 | |
| Micron Technology (MU) | 3.0 | $9.1M | 107k | 85.34 | |
| Snowflake Inc Cl A (SNOW) | 2.7 | $8.1M | 41k | 199.00 | |
| Autodesk (ADSK) | 1.9 | $5.7M | 24k | 243.48 |
