Tenere Capital LLC
Net seller this quarter
$126M
23
-$53.9M
60.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $13.4M | 10.61% | 0.00% | -13.7% | Q4 2022 |
 GE | $9.87M | 7.84% | 0.00% | -21.0% | Q4 2025 |
 GS | $7.86M | 6.25% | 0.00% | +34.4% | Q4 2024 |
 CSX | $7.63M | 6.06% | 0.01% | +72.0% | Q1 2026 |
 AMAT | $7.47M | 5.93% | 0.00% | -37.1% | Q4 2025 |
 HLT | $6.42M | 5.10% | 0.01% | Not reported | Q4 2021 |
 V | $6.21M | 4.93% | 0.00% | +26.5% | Q4 2021 |
 TSM | $5.85M | 4.65% | 0.00% | -56.8% | Q4 2021 |
 MTN | $5.54M | 4.40% | 0.11% | New | Q2 2026 |
 GOOGL | $5.48M | 4.35% | 0.00% | +20.1% | Q4 2021 |
 AAPL | $5.48M | 4.35% | 0.00% | -58.0% | Q4 2022 |
 CSCO | $5.25M | 4.17% | 0.00% | New | Q2 2026 |
 TMO | $4.58M | 3.63% | 0.00% | Not reported | Q4 2021 |
 COF | $4.58M | 3.63% | 0.00% | Not reported | Q4 2025 |
 LLY | $4.37M | 3.47% | 0.00% | -44.7% | Q4 2025 |
 AMZN | $4.12M | 3.27% | 0.00% | +11.5% | Q1 2022 |
 UNH | $3.79M | 3.01% | 0.00% | Not reported | Q3 2024 |
 META | $3.39M | 2.70% | Not reported | -73.2% | Q4 2021 |
 EQIX | $3.13M | 2.48% | 0.00% | Not reported | Q4 2024 |
 DOCN | $2.97M | 2.36% | 0.02% | New | Q2 2026 |
 SHOP | $2.93M | 2.33% | 0.01% | -37.3% | Q1 2026 |
 ASML | $2.9M | 2.30% | 0.00% | -81.7% | Q1 2026 |
 ADI | $2.74M | 2.17% | 0.00% | -65.4% | Q4 2021 |
| Q1 2026 | |||||
| NVDA | $13.5M | 9.89% | 0.00% | +51.6% | Q4 2022 |
| META | $12.9M | 9.42% | Not reported | +287.3% | Q4 2021 |
| AAPL | $11.4M | 8.39% | 0.00% | -3.6% | Q4 2022 |
| ASML | $10.5M | 7.70% | 0.00% | New | Q1 2026 |
| TSM | $9.58M | 7.02% | 0.00% | -2.8% | Q4 2021 |
| GE | $9.49M | 6.96% | 0.00% | +148.4% | Q4 2025 |
| ADI | $6.33M | 4.64% | 0.00% | +13.1% | Q4 2021 |
 BLK | $6.3M | 4.62% | 0.00% | -24.8% | Q4 2021 |
| LLY | $6.06M | 4.44% | 0.00% | +150.4% | Q4 2025 |
| AMAT | $5.61M | 4.11% | 0.00% | +13.4% | Q4 2025 |
 CAT | $5.26M | 3.86% | 0.00% | +15.2% | Q4 2025 |
 INTC | $4.9M | 3.59% | 0.00% | Not reported | Q2 2023 |
| GS | $4.89M | 3.59% | 0.00% | -41.7% | Q4 2024 |
| SHOP | $4.86M | 3.56% | 0.01% | New | Q1 2026 |
| V | $4.33M | 3.17% | 0.00% | -41.0% | Q4 2021 |
 GEV | $4.22M | 3.09% | 0.00% | -7.9% | Q4 2025 |
| CSX | $3.83M | 2.81% | 0.01% | New | Q1 2026 |
| GOOGL | $3.67M | 2.69% | 0.00% | -41.2% | Q4 2021 |
| AMZN | $3.23M | 2.36% | 0.00% | -51.1% | Q1 2022 |
 MSFT | $2.67M | 1.96% | 0.00% | -19.7% | Q4 2021 |
 COIN | $2.07M | 1.51% | 0.00% | -40.7% | Q3 2025 |
 KLAR | $807K | 0.59% | 0.02% | Not reported | Q3 2025 |
| Q4 2025 | |||||
| AAPL | $12.7M | 9.85% | 0.00% | -65.5% | Q4 2022 |
| NVDA | $9.51M | 7.37% | 0.00% | -82.9% | Q4 2022 |
| BLK | $9.32M | 7.23% | 0.01% | -79.5% | Q4 2021 |
| TSM | $8.86M | 6.87% | 0.00% | Not reported | Q4 2021 |
| GS | $8.72M | 6.76% | 0.00% | -84.7% | Q4 2024 |
| V | $8.51M | 6.59% | 0.00% | -88.0% | Q4 2021 |
 DHR | $7.93M | 6.15% | 0.00% | -80.0% | Q4 2022 |
| AMZN | $7.3M | 5.66% | 0.00% | -89.7% | Q1 2022 |
| COF | $7.2M | 5.58% | 0.00% | New | Q4 2025 |
| GOOGL | $6.79M | 5.26% | 0.00% | Not reported | Q4 2021 |
| ADI | $4.78M | 3.70% | 0.00% | Not reported | Q4 2021 |
| COIN | $4.51M | 3.50% | 0.01% | -66.1% | Q3 2025 |
| MSFT | $4.35M | 3.37% | 0.00% | -92.7% | Q4 2021 |
| GE | $4.15M | 3.21% | 0.00% | New | Q4 2025 |
 IQV | $3.88M | 3.01% | 0.01% | Not reported | Q3 2024 |
| META | $3.83M | 2.97% | Not reported | -91.8% | Q4 2021 |
| AMAT | $3.72M | 2.88% | 0.00% | New | Q4 2025 |
| CAT | $3.7M | 2.86% | 0.00% | New | Q4 2025 |
| GEV | $3.43M | 2.66% | 0.00% | New | Q4 2025 |
| LLY | $2.83M | 2.19% | 0.00% | New | Q4 2025 |
| KLAR | $1.68M | 1.30% | 0.02% | Not reported | Q3 2025 |
 ADSK | $1.36M | 1.05% | 0.00% | -92.9% | Q4 2023 |
| Q3 2025 | |||||
| V | $68.9M | 8.15% | 0.01% | +256.2% | Q4 2021 |
| AMZN | $67.1M | 7.94% | 0.00% | +184.3% | Q1 2022 |
 BX | $65.7M | 7.77% | 0.05% | +102.3% | Q4 2021 |
| MSFT | $64M | 7.56% | 0.00% | +65.7% | Q4 2021 |
| NVDA | $55.8M | 6.59% | 0.00% | +69.3% | Q4 2022 |
| META | $52.2M | 6.17% | Not reported | +36.6% | Q4 2021 |
| GS | $51.8M | 6.12% | 0.02% | +163.4% | Q4 2024 |
| BLK | $49.5M | 5.85% | 0.03% | +102.3% | Q4 2021 |
 NFLX | $47.8M | 5.65% | 0.01% | Not reported | Q4 2021 |
 UBER | $38M | 4.49% | 0.02% | +129.8% | Q3 2023 |
 NOW | $36.4M | 4.31% | 0.02% | +125.0% | Q4 2021 |
| AAPL | $34.5M | 4.08% | 0.00% | +108.9% | Q4 2022 |
| DHR | $34.3M | 4.06% | 0.02% | +78.4% | Q4 2022 |
 NSC | $33.9M | 4.01% | 0.05% | +102.3% | Q2 2024 |
| EQIX | $32M | 3.78% | 0.04% | +102.3% | Q4 2024 |
 NKE | $29.9M | 3.54% | 0.03% | +146.7% | Q4 2021 |
 HUBB | $24.5M | 2.90% | 0.11% | New | Q3 2025 |
| ADSK | $20.4M | 2.42% | 0.03% | +1.1% | Q4 2023 |
| COIN | $19.8M | 2.35% | 0.02% | New | Q3 2025 |
 CCI | $17.3M | 2.04% | 0.04% | +102.3% | Q2 2025 |
| KLAR | $2.13M | 0.25% | Not reported | New | Q3 2025 |