Tenere Capital as of June 30, 2026
Portfolio Holdings for Tenere Capital
Tenere Capital holds 23 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.6 | $13M | 67k | 200.09 | |
| General Electric (GE) | 7.8 | $9.9M | 26k | 373.73 | |
| Goldman Sachs (GS) | 6.2 | $7.9M | 7.8k | 1011.37 | |
| CSX Corporation (CSX) | 6.1 | $7.6M | 161k | 47.53 | |
| Applied Materials (AMAT) | 5.9 | $7.5M | 10k | 723.00 | |
| Hilton Worldwide Holdings (HLT) | 5.1 | $6.4M | 19k | 330.46 | |
| Visa (V) | 4.9 | $6.2M | 18k | 343.09 | |
| Taiwan Semiconductor Mfg (TSM) | 4.6 | $5.8M | 12k | 477.57 | |
| Vail Resorts (MTN) | 4.4 | $5.5M | 41k | 136.15 | |
| Alphabet Inc Class A cs (GOOGL) | 4.4 | $5.5M | 15k | 357.37 | |
| Apple (AAPL) | 4.4 | $5.5M | 19k | 289.36 | |
| Cisco Systems (CSCO) | 4.2 | $5.2M | 45k | 117.46 | |
| Thermo Fisher Scientific (TMO) | 3.6 | $4.6M | 9.1k | 501.36 | |
| Capital One Financial (COF) | 3.6 | $4.6M | 23k | 200.62 | |
| Eli Lilly & Co. (LLY) | 3.5 | $4.4M | 3.6k | 1199.43 | |
| Amazon (AMZN) | 3.3 | $4.1M | 17k | 238.34 | |
| UnitedHealth (UNH) | 3.0 | $3.8M | 9.1k | 415.63 | |
| Facebook Inc cl a (META) | 2.7 | $3.4M | 6.0k | 563.29 | |
| Equinix (EQIX) | 2.5 | $3.1M | 3.0k | 1042.39 | |
| Digitalocean Hldgs (DOCN) | 2.4 | $3.0M | 19k | 157.03 | |
| Shopify Inc cl a (SHOP) | 2.3 | $2.9M | 26k | 114.18 | |
| Asml Holding (ASML) | 2.3 | $2.9M | 1.5k | 1989.44 | |
| Analog Devices (ADI) | 2.2 | $2.7M | 6.9k | 397.17 |
