Tenere Capital as of June 30, 2025
Portfolio Holdings for Tenere Capital
Tenere Capital holds 19 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 9.8 | $38M | 52k | 738.09 | |
| Microsoft Corporation (MSFT) | 9.5 | $37M | 75k | 497.41 | |
| Blackstone Group Inc Com Cl A (BX) | 7.3 | $28M | 190k | 149.58 | |
| NVIDIA Corporation (NVDA) | 7.1 | $28M | 177k | 157.99 | |
| Analog Devices (ADI) | 6.3 | $25M | 103k | 238.02 | |
| Amazon (AMZN) | 6.0 | $24M | 108k | 219.39 | |
| Blackrock (BLK) | 5.6 | $22M | 21k | 1049.25 | |
| Visa (V) | 5.2 | $20M | 57k | 355.05 | |
| Autodesk (ADSK) | 5.0 | $20M | 64k | 309.57 | |
| Danaher Corporation (DHR) | 4.9 | $19M | 97k | 197.54 | |
| Servicenow (NOW) | 4.6 | $18M | 18k | 1028.08 | |
| Goldman Sachs (GS) | 4.5 | $18M | 25k | 707.75 | |
| Equinix (EQIX) | 4.1 | $16M | 20k | 795.47 | |
| Uber Technologies (UBER) | 4.0 | $16M | 169k | 93.30 | |
| Norfolk Southern (NSC) | 3.7 | $14M | 56k | 255.97 | |
| Apple (AAPL) | 3.4 | $13M | 65k | 205.17 | |
| Home Depot (HD) | 3.4 | $13M | 36k | 366.64 | |
| Nike (NKE) | 3.2 | $12M | 174k | 71.04 | |
| Crown Castle Intl (CCI) | 2.3 | $9.1M | 89k | 102.73 |
