Tenere Capital as of Sept. 30, 2024
Portfolio Holdings for Tenere Capital
Tenere Capital holds 26 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.9 | $26M | 111k | 233.00 | |
| Microsoft Corporation (MSFT) | 6.3 | $24M | 55k | 430.30 | |
| NVIDIA Corporation (NVDA) | 5.8 | $22M | 180k | 121.44 | |
| Alphabet Inc Class A cs (GOOGL) | 5.8 | $22M | 132k | 165.85 | |
| Nike (NKE) | 5.7 | $21M | 242k | 88.40 | |
| Visa (V) | 5.2 | $20M | 71k | 274.95 | |
| Facebook Inc cl a (META) | 4.7 | $18M | 31k | 572.44 | |
| Adobe Systems Incorporated (ADBE) | 4.6 | $17M | 34k | 517.78 | |
| Broadcom (AVGO) | 4.2 | $16M | 92k | 172.50 | |
| Thermo Fisher Scientific (TMO) | 4.1 | $15M | 25k | 618.57 | |
| Iqvia Holdings (IQV) | 4.0 | $15M | 63k | 236.97 | |
| Blackrock (BLK) | 3.8 | $14M | 15k | 949.51 | |
| Datadog Inc Cl A (DDOG) | 3.8 | $14M | 123k | 115.06 | |
| Blackstone Group Inc Com Cl A (BX) | 3.7 | $14M | 90k | 153.13 | |
| Analog Devices (ADI) | 3.6 | $13M | 58k | 230.17 | |
| Bio-techne Corporation (TECH) | 3.4 | $13M | 160k | 79.93 | |
| Marvell Technology (MRVL) | 3.3 | $12M | 170k | 72.12 | |
| Icon (ICLR) | 3.2 | $12M | 42k | 287.31 | |
| Norfolk Southern (NSC) | 3.1 | $12M | 47k | 248.50 | |
| Palo Alto Networks (PANW) | 3.0 | $11M | 33k | 341.80 | |
| Danaher Corporation (DHR) | 2.7 | $10M | 36k | 278.02 | |
| Taiwan Semiconductor Mfg (TSM) | 2.6 | $9.8M | 57k | 173.67 | |
| Union Pacific Corporation (UNP) | 2.5 | $9.5M | 38k | 246.48 | |
| UnitedHealth (UNH) | 1.9 | $7.0M | 12k | 584.68 | |
| Texas Instruments Incorporated (TXN) | 1.4 | $5.4M | 26k | 206.57 | |
| Micron Technology (MU) | 0.9 | $3.3M | 32k | 103.71 |
