Tenere Capital LLC 13F Holdings
CIK 0001849517 · NEW YORK, NY
As of Sep 30, 2025, Tenere Capital LLC reported 21 positions worth $845.9M in its SEC Form 13F filing.
Top 21 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VISA INC-CLASS A SHARES | V | Financial Services | 201,938 | $68.9M | 8.15% |
| AMAZON.COM INC | AMZN | Equity | 305,728 | $67.1M | 7.94% |
| BLACKSTONE INC | BX | Financial Services | 384,538 | $65.7M | 7.77% |
| MICROSOFT CORP | MSFT | Technology | 123,524 | $64.0M | 7.56% |
| NVIDIA CORP | NVDA | Technology | 298,808 | $55.8M | 6.59% |
| META PLATFORMS INC | META | Communication Services | 71,014 | $52.2M | 6.17% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 64,994 | $51.8M | 6.12% |
| BLACKROCK INC | BLK | Financial Services | 42,422 | $49.5M | 5.85% |
| NETFLIX INC | NFLX | Communication Services | 39,892 | $47.8M | 5.65% |
| UBER TECHNOLOGIES INC | UBER | Technology | 387,380 | $38.0M | 4.49% |
| SERVICENOW INC | NOW | Technology | 39,602 | $36.4M | 4.31% |
| APPLE INC | AAPL | Technology | 135,400 | $34.5M | 4.08% |
| DANAHER CORP | DHR | Healthcare | 173,256 | $34.3M | 4.06% |
| NORFOLK SOUTHERN CORP | NSC | Industrials | 112,796 | $33.9M | 4.01% |
| EQUINIX INC | EQIX | Real Estate | 40,860 | $32.0M | 3.78% |
| NIKE INC | NKE | Consumer Cyclical | 429,380 | $29.9M | 3.54% |
| HUBBELL INC | HUBB | Industrials | 56,938 | $24.5M | 2.90% |
| AUTODESK INC | ADSK | Technology | 64,326 | $20.4M | 2.42% |
| COINBASE GLOBAL INC | COIN | Financial Services | 58,800 |