Tenere Capital as of March 31, 2024
Portfolio Holdings for Tenere Capital
Tenere Capital holds 27 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 7.3 | $24M | 162k | 150.93 | |
| Facebook Inc cl a (META) | 5.6 | $19M | 39k | 485.58 | |
| Taiwan Semiconductor Mfg (TSM) | 5.6 | $19M | 137k | 136.05 | |
| Visa (V) | 5.5 | $19M | 67k | 279.08 | |
| Thermo Fisher Scientific (TMO) | 5.3 | $18M | 31k | 581.21 | |
| Union Pacific Corporation (UNP) | 5.2 | $18M | 72k | 245.93 | |
| Canadian Pacific Kansas City (CP) | 5.0 | $17M | 189k | 88.17 | |
| Microsoft Corporation (MSFT) | 4.5 | $15M | 36k | 420.72 | |
| Nike (NKE) | 3.9 | $13M | 138k | 93.98 | |
| Rockwell Automation (ROK) | 3.8 | $13M | 44k | 291.33 | |
| Estee Lauder Companies (EL) | 3.8 | $13M | 82k | 154.15 | |
| Metropcs Communications (TMUS) | 3.6 | $12M | 75k | 163.22 | |
| Micron Technology (MU) | 3.6 | $12M | 103k | 117.89 | |
| Boston Scientific Corporation (BSX) | 3.5 | $12M | 174k | 68.49 | |
| NVIDIA Corporation (NVDA) | 3.5 | $12M | 13k | 903.56 | |
| Autodesk (ADSK) | 3.4 | $11M | 43k | 260.42 | |
| Blackstone Group Inc Com Cl A (BX) | 3.3 | $11M | 84k | 131.37 | |
| Amazon (AMZN) | 3.2 | $11M | 60k | 180.38 | |
| Apple (AAPL) | 2.8 | $9.5M | 55k | 171.48 | |
| Servicenow (NOW) | 2.7 | $9.1M | 12k | 762.40 | |
| Nextera Energy (NEE) | 2.5 | $8.5M | 133k | 63.91 | |
| Danaher Corporation (DHR) | 2.5 | $8.5M | 34k | 249.72 | |
| Bio-techne Corporation (TECH) | 2.4 | $7.9M | 112k | 70.39 | |
| Datadog Inc Cl A (DDOG) | 2.3 | $7.6M | 61k | 123.60 | |
| Adobe Systems Incorporated (ADBE) | 2.1 | $7.0M | 14k | 504.60 | |
| Marvell Technology (MRVL) | 1.8 | $6.0M | 85k | 70.88 | |
| Repligen Corporation (RGEN) | 1.4 | $4.7M | 26k | 183.92 |
