Tenere Capital as of Sept. 30, 2025
Portfolio Holdings for Tenere Capital
Tenere Capital holds 20 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 8.2 | $35M | 101k | 341.38 | |
| Amazon (AMZN) | 8.0 | $34M | 153k | 219.57 | |
| Blackstone Group Inc Com Cl A (BX) | 7.8 | $33M | 192k | 170.85 | |
| Microsoft Corporation (MSFT) | 7.6 | $32M | 62k | 517.95 | |
| NVIDIA Corporation (NVDA) | 6.6 | $28M | 149k | 186.58 | |
| Facebook Inc cl a (META) | 6.2 | $26M | 36k | 734.38 | |
| Goldman Sachs (GS) | 6.1 | $26M | 33k | 796.35 | |
| Blackrock (BLK) | 5.9 | $25M | 21k | 1165.87 | |
| Netflix (NFLX) | 5.7 | $24M | 20k | 1198.92 | |
| Uber Technologies (UBER) | 4.5 | $19M | 194k | 97.97 | |
| Servicenow (NOW) | 4.3 | $18M | 20k | 920.28 | |
| Apple (AAPL) | 4.1 | $17M | 68k | 254.63 | |
| Danaher Corporation (DHR) | 4.1 | $17M | 87k | 198.26 | |
| Norfolk Southern (NSC) | 4.0 | $17M | 56k | 300.41 | |
| Equinix (EQIX) | 3.8 | $16M | 20k | 783.24 | |
| Nike (NKE) | 3.5 | $15M | 215k | 69.73 | |
| Hubbell (HUBB) | 2.9 | $12M | 29k | 430.31 | |
| Autodesk (ADSK) | 2.4 | $10M | 32k | 317.67 | |
| Coinbase Global (COIN) | 2.4 | $9.9M | 29k | 337.49 | |
| Crown Castle Intl (CCI) | 2.0 | $8.6M | 90k | 96.49 |
