Tenere Capital as of March 31, 2026
Portfolio Holdings for Tenere Capital
Tenere Capital holds 22 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.9 | $14M | 77k | 174.40 | |
| Facebook Inc cl a (META) | 9.4 | $13M | 23k | 572.13 | |
| Apple (AAPL) | 8.4 | $11M | 45k | 253.79 | |
| Asml Holding (ASML) | 7.7 | $11M | 8.0k | 1320.83 | |
| Taiwan Semiconductor Mfg (TSM) | 7.0 | $9.6M | 28k | 337.95 | |
| General Electric (GE) | 7.0 | $9.5M | 33k | 283.77 | |
| Analog Devices (ADI) | 4.6 | $6.3M | 20k | 318.14 | |
| Blackrock (BLK) | 4.6 | $6.3M | 6.6k | 961.71 | |
| Eli Lilly & Co. (LLY) | 4.4 | $6.1M | 6.6k | 919.77 | |
| Applied Materials (AMAT) | 4.1 | $5.6M | 16k | 341.79 | |
| Caterpillar (CAT) | 3.9 | $5.3M | 7.4k | 708.46 | |
| Intel Corporation (INTC) | 3.6 | $4.9M | 111k | 44.13 | |
| Goldman Sachs (GS) | 3.6 | $4.9M | 5.8k | 845.99 | |
| Shopify Inc cl a (SHOP) | 3.6 | $4.9M | 41k | 118.62 | |
| Visa (V) | 3.2 | $4.3M | 14k | 302.24 | |
| Ge Vernova (GEV) | 3.1 | $4.2M | 4.8k | 872.90 | |
| CSX Corporation (CSX) | 2.8 | $3.8M | 93k | 41.05 | |
| Alphabet Inc Class A cs (GOOGL) | 2.7 | $3.7M | 13k | 287.56 | |
| Amazon (AMZN) | 2.4 | $3.2M | 16k | 208.27 | |
| Microsoft Corporation (MSFT) | 2.0 | $2.7M | 7.2k | 370.17 | |
| Coinbase Global (COIN) | 1.5 | $2.1M | 12k | 174.61 | |
| Klarna Group (KLAR) | 0.6 | $807k | 58k | 13.92 |
