Tenere Capital as of March 31, 2025
Portfolio Holdings for Tenere Capital
Tenere Capital holds 21 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.9 | $25M | 67k | 375.39 | |
| Danaher Corporation (DHR) | 6.9 | $25M | 122k | 205.00 | |
| Blackstone Group Inc Com Cl A (BX) | 6.6 | $24M | 170k | 139.78 | |
| NVIDIA Corporation (NVDA) | 6.5 | $24M | 219k | 108.38 | |
| Amazon (AMZN) | 5.8 | $21M | 111k | 190.26 | |
| Nike (NKE) | 5.8 | $21M | 329k | 63.48 | |
| Visa (V) | 5.5 | $20M | 57k | 350.46 | |
| Blackrock (BLK) | 5.5 | $20M | 21k | 946.48 | |
| Apple (AAPL) | 5.5 | $20M | 89k | 222.13 | |
| Facebook Inc cl a (META) | 5.3 | $19M | 33k | 576.36 | |
| Union Pacific Corporation (UNP) | 5.2 | $19M | 80k | 236.24 | |
| Servicenow (NOW) | 3.9 | $14M | 18k | 796.14 | |
| Adobe Systems Incorporated (ADBE) | 3.8 | $14M | 36k | 383.53 | |
| Goldman Sachs (GS) | 3.7 | $14M | 25k | 546.29 | |
| Norfolk Southern (NSC) | 3.6 | $13M | 56k | 236.85 | |
| Home Depot (HD) | 3.6 | $13M | 36k | 366.49 | |
| Apollo Global Mgmt (APO) | 3.6 | $13M | 96k | 136.94 | |
| Rockwell Automation (ROK) | 3.5 | $13M | 50k | 258.38 | |
| Alphabet Inc Class A cs (GOOGL) | 3.2 | $12M | 76k | 154.64 | |
| Autodesk (ADSK) | 3.0 | $11M | 42k | 261.80 | |
| Taiwan Semiconductor Mfg (TSM) | 2.6 | $9.5M | 58k | 166.00 |
