Tekne Capital Management, LLC
Net buyer this quarter
$306M
6
+$58.1M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GDS | $179M | 58.73% | 0.64% | +18.3% | Q3 2018 |
 ACMR | $93.6M | 30.62% | 1.73% | +3.2% | Q4 2025 |
 BTDR | $19.8M | 6.49% | 0.53% | New | Q2 2026 |
 BIDU | $7.43M | 2.43% | Not reported | Not reported | Q4 2013 |
 PAACU | $5.04M | 1.65% | Not reported | Not reported | Q1 2026 |
 DPC | $245K | 0.08% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| GDS | $204M | 86.00% | 0.54% | Not reported | Q3 2018 |
| ACMR | $28.1M | 11.89% | 1.68% | Not reported | Q4 2025 |
| PAACU | $5.01M | 2.11% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| GDS | $176M | 62.93% | 0.54% | -20.3% | Q3 2018 |
 BZ | $46.8M | 16.72% | 2.30% | -13.3% | Q3 2023 |
 ECHO | $28.8M | 10.28% | 0.56% | New | Q4 2025 |
| ACMR | $28.2M | 10.07% | 1.68% | New | Q4 2025 |
| Q3 2025 | |||||
| GDS | $245M | 69.24% | 0.67% | +1.2% | Q3 2018 |
| BZ | $61.9M | 17.48% | 2.65% | -9.6% | Q3 2023 |
 STNE | $41.6M | 11.75% | Not reported | Not reported | Q4 2018 |
 HEPS | $4.33M | 1.22% | Not reported | -47.9% | Q4 2024 |
 TONX | $1.11M | 0.31% | 0.27% | New | Q3 2025 |