Tenere Capital as of Dec. 31, 2025
Portfolio Holdings for Tenere Capital
Tenere Capital holds 22 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.9 | $13M | 47k | 271.86 | |
| NVIDIA Corporation (NVDA) | 7.4 | $9.5M | 51k | 186.50 | |
| Blackrock (BLK) | 7.2 | $9.3M | 8.7k | 1070.34 | |
| Taiwan Semiconductor Mfg (TSM) | 6.9 | $8.9M | 29k | 303.89 | |
| Goldman Sachs (GS) | 6.8 | $8.7M | 9.9k | 879.00 | |
| Visa (V) | 6.6 | $8.5M | 24k | 350.71 | |
| Danaher Corporation (DHR) | 6.1 | $7.9M | 35k | 228.92 | |
| Amazon (AMZN) | 5.7 | $7.3M | 32k | 230.82 | |
| Capital One Financial (COF) | 5.6 | $7.2M | 30k | 242.36 | |
| Alphabet Inc Class A cs (GOOGL) | 5.3 | $6.8M | 22k | 313.00 | |
| Analog Devices (ADI) | 3.7 | $4.8M | 18k | 271.20 | |
| Coinbase Global (COIN) | 3.5 | $4.5M | 20k | 226.14 | |
| Microsoft Corporation (MSFT) | 3.4 | $4.3M | 9.0k | 483.62 | |
| General Electric (GE) | 3.2 | $4.1M | 14k | 308.03 | |
| Iqvia Holdings (IQV) | 3.0 | $3.9M | 17k | 225.41 | |
| Facebook Inc cl a (META) | 3.0 | $3.8M | 5.8k | 660.09 | |
| Applied Materials (AMAT) | 2.9 | $3.7M | 15k | 256.99 | |
| Caterpillar (CAT) | 2.9 | $3.7M | 6.5k | 572.87 | |
| Ge Vernova (GEV) | 2.7 | $3.4M | 5.2k | 653.57 | |
| Eli Lilly & Co. (LLY) | 2.2 | $2.8M | 2.6k | 1074.68 | |
| Klarna Group (KLAR) | 1.3 | $1.7M | 58k | 28.91 | |
| Autodesk (ADSK) | 1.1 | $1.4M | 4.6k | 296.01 |
