Tenere Capital LLC
22 holdingsFiling period: 2026-03-31Current AUM: $162.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 77.3K | $13.5M | $15.5M | 9.56% | +26.3K | 2026-03-31 |
| 2 | META | META PLATFORMS INC | 22.5K | $12.9M | $12.5M | 7.70% | +16.7K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 45.1K | $11.4M | $13.9M | 8.57% | -1,701 | 2026-03-31 |
| 4 | — | ASML HOLDING N.V. NEW YORK REGISTRY SHAR | 8.0K | $10.5M | $10.5M | 6.46% | -- | 2026-03-31 |
| 5 | TSM | TAIWAN SEMI ADR | 28.3K | $9.6M | $11.5M | 7.05% | -827 | 2026-03-31 |
| 6 | GE | GENERAL ELECTRIC | 33.4K | $9.5M | $12.0M | 7.41% | +20.0K | 2026-03-31 |
| 7 | ADI | ANALOG DEVICES | 19.9K | $6.3M | $7.3M | 4.50% | +2.3K | 2026-03-31 |
| 8 | BLK | BLACKROCK FUNDING INC/DE | 6.6K | $6.3M | $7.1M | 4.40% | -2,158 | 2026-03-31 |
| 9 | LLY | ELI LILLY & CO | 6.6K | $6.1M | $7.6M | 4.66% | +4.0K | 2026-03-31 |
| 10 | AMAT | APPLIED MATERIALS | 16.4K | $5.6M | $8.3M | 5.13% | +1.9K | 2026-03-31 |
| 11 | CAT | CATERPILLAR INC | 7.4K | $5.3M | $6.1M | 3.73% | +978 | 2026-03-31 |
| 12 | INTC | INTEL CORP | 111.0K | $4.9M | $10.0M | 6.16% | -- | 2026-03-31 |
| 13 | GS | GOLDMAN SACHS | 5.8K | $4.9M | $5.9M | 3.63% | -4,135 | 2026-03-31 |
| 14 | SHOP | SHOPIFY INC - CLASS A | 41.0K | $4.9M | $4.8M | 2.96% | -- | 2026-03-31 |
| 15 | V | VISA INC-CLASS A SHARES | 14.3K | $4.3M | $5.2M | 3.23% | -9,936 | 2026-03-31 |
| 16 | GEV | GE VERNOVA LLC | 4.8K | $4.2M | $4.8M | 2.94% | -414 | 2026-03-31 |
| 17 | CSX | CSX CORP | 93.3K | $3.8M | $4.7M | 2.90% | -- | 2026-03-31 |
| 18 | GOOGL | ALPHABET INC CLASS A COMMON STOCK | 12.8K | $3.7M | $4.5M | 2.80% | -8,928 | 2026-03-31 |
| 19 | AMZN | AMAZON.COM INC | 15.5K | $3.2M | $4.2M | 2.59% | -16,155 | 2026-03-31 |
| 20 | MSFT | MICROSOFT CORPORATION | 7.2K | $2.7M | $3.4M | 2.06% | -1,775 | 2026-03-31 |
| 21 | COIN | COINBASE GLOBAL INC -CLASS A | 11.8K | $2.1M | $1.7M | 1.06% | -8,125 | 2026-03-31 |
| 22 | — | KLARNA GROUP PLC | 58.0K | $807K | $807K | 0.50% | -- | 2026-03-31 |
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