Tenere Capital as of Dec. 31, 2024
Portfolio Holdings for Tenere Capital
Tenere Capital holds 23 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.8 | $30M | 70k | 421.50 | |
| Alphabet Inc Class A cs (GOOGL) | 7.0 | $27M | 141k | 189.30 | |
| Visa (V) | 6.8 | $26M | 81k | 316.04 | |
| Blackrock (BLK) | 6.2 | $23M | 23k | 1025.11 | |
| Amazon (AMZN) | 5.9 | $22M | 101k | 219.39 | |
| Apple (AAPL) | 5.3 | $20M | 80k | 250.42 | |
| Blackstone Group Inc Com Cl A (BX) | 5.1 | $19M | 112k | 172.42 | |
| Marvell Technology (MRVL) | 4.9 | $19M | 167k | 110.45 | |
| Facebook Inc cl a (META) | 4.8 | $18M | 31k | 585.51 | |
| Equinix (EQIX) | 4.5 | $17M | 18k | 942.89 | |
| NVIDIA Corporation (NVDA) | 4.4 | $17M | 125k | 134.29 | |
| Broadcom (AVGO) | 4.1 | $16M | 67k | 231.84 | |
| Nike (NKE) | 3.7 | $14M | 186k | 75.67 | |
| Datadog Inc Cl A (DDOG) | 3.7 | $14M | 97k | 142.89 | |
| Union Pacific Corporation (UNP) | 3.6 | $14M | 59k | 228.04 | |
| Danaher Corporation (DHR) | 3.5 | $13M | 58k | 229.55 | |
| Rockwell Automation (ROK) | 3.2 | $12M | 42k | 285.79 | |
| Norfolk Southern (NSC) | 2.9 | $11M | 47k | 234.70 | |
| Autodesk (ADSK) | 2.9 | $11M | 37k | 295.57 | |
| Taiwan Semiconductor Mfg (TSM) | 2.8 | $11M | 54k | 197.49 | |
| Goldman Sachs (GS) | 2.7 | $10M | 18k | 572.62 | |
| Apollo Global Mgmt (APO) | 2.7 | $10M | 62k | 165.16 | |
| Procore Technologies (PCOR) | 1.4 | $5.2M | 69k | 74.93 |
