Tenere Capital Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$136.4M
Q ending 2026-03-31
Prior quarter
$129.1M
Q ending 2025-12-31
Change
+5.7% QoQ · -62.5% YoY
Positions
22
reported holdings
Largest positions
All 22 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corp | NVDA | Shares | $13.5M | 77K |
| Meta Platforms Inc | META | Shares | $12.9M | 22K |
| Apple Inc | AAPL | Shares | $11.4M | 45K |
| Asml Holding N.V. New York Registr | Shares | $10.5M | 8K | |
| Taiwan Semi Adr | TSM | Shares | $9.6M | 28K |
| General Electric | GE | Shares | $9.5M | 33K |
| Analog Devices | ADI | Shares | $6.3M | 20K |
| Blackrock Funding Inc/De | BLK | Shares | $6.3M | 7K |
| Eli Lilly & Co | LLY | Shares | $6.1M | 7K |
| Applied Materials | AMAT | Shares | $5.6M | 16K |
| Caterpillar Inc | CAT | Shares | $5.3M | 7K |
| Intel Corp | INTC | Shares | $4.9M | 111K |
| Goldman Sachs | GS | Shares | $4.9M | 6K |
| Shopify Inc - Class A | SHOP | Shares | $4.9M | 41K |
| Visa Inc-Class A Shares | V | Shares | $4.3M | 14K |
| Ge Vernova Llc | GEV | Shares | $4.2M | 5K |
| Csx Corp | CSX | Shares | $3.8M | 93K |
| Alphabet Inc Class A Common Stock | GOOGL | Shares | $3.7M | 13K |
| Amazon.Com Inc | AMZN | Shares | $3.2M | 15K |
| Microsoft Corporation | MSFT | Shares | $2.7M | 7K |
| Coinbase Global Inc -Class A | COIN | Shares | $2.1M | 12K |
| Klarna Group Plc | Shares | $807K | 58K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.