Tenere Capital LLC
Tenere Capital LLC reported 23 holdings worth US$126M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Tenere Capital LLC reported 23 holdings worth US$126M as of Jun 30, 2026. Largest: Nvidia Corporation, Ge Aerospace and Goldman Sachs Group, Inc. (the). Filed Aug 14, 2026 (Form 13F).
- Holdings
- 23
- Value as reported
- US$126M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 66,733 | US$13.4M | 10.6% |
| Ge Aerospace | 26,403 | US$9.87M | 7.8% |
| Goldman Sachs Group, Inc. (the) | 7,774 | US$7.86M | 6.2% |
| Csx Corporation | 160K | US$7.63M | 6.1% |
| Applied Materials, Inc. | 10,332 | US$7.47M | 5.9% |
| Hilton Worldwide Holdings Inc. | 19,426 | US$6.42M | 5.1% |
| Visa Inc. | 18,104 | US$6.21M | 4.9% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 12,248 | US$5.85M | 4.6% |
| Vail Resorts, Inc. | 40,724 | US$5.54M | 4.4% |
| Alphabet Inc (google) Class C | 15,336 | US$5.48M | 4.4% |
| Apple Inc | 18,925 | US$5.48M | 4.4% |
| Cisco Systems, Inc. | 44,677 | US$5.25M | 4.2% |
| Thermo Fisher Scientific Inc | 9,127 | US$4.58M | 3.6% |
| Capital One Financial Corporation | 22,805 | US$4.58M | 3.6% |
| Eli Lilly And Company | 3,642 | US$4.37M | 3.5% |
| Amazon.com, Inc. | 17,272 | US$4.12M | 3.3% |
| Unitedhealth Group Incorporated | 9,122 | US$3.79M | 3.0% |
| Meta Platforms, Inc. | 6,023 | US$3.39M | 2.7% |
| Equinix, Inc. | 2,998 | US$3.13M | 2.5% |
| Digitalocean Holdings, Inc. | 18,896 | US$2.97M | 2.4% |
| Shopify Inc. | 25,691 | US$2.93M | 2.3% |
| Asml Holding Nv | 1,456 | US$2.9M | 2.3% |
| Analog Devices, Inc. | 6,889 | US$2.74M | 2.2% |
| Intel Corporation | 0 | US$0 | 0.00% |
| Microsoft Corp. | 0 | US$0 | 0.00% |
| Blackrock, Inc. | 0 | US$0 | 0.00% |
| Caterpillar, Inc. | 0 | US$0 | 0.00% |
| Coinbase Global, Inc. | 0 | US$0 | 0.00% |
| Ge Vernova Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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