Investor Details
| Filer Name: | TENERE CAPITAL LLC |
|---|---|
| CIK: | 1849517 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 23 |
| Portfolio Value: | $0.38B |
Tenere Capital Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| MSFT | US | MICROSOFT CORP | 69,933 | $29M | 7.81% | 27.5% | - |
| GOOGL | US | ALPHABET INC-CL A | 140,559 | $27M | 7.05% | 6.9% | - |
| V | US | VISA INC-CLASS A SHARES | 80,903 | $26M | 6.77% | 13.5% | - |
| BLK | US | BLACKROCK INC | 22,786 | $23M | 6.19% | 50.0% | - |
| AMZN | US | AMAZON.COM INC | 100,700 | $22M | 5.85% | 100.0% | - |
| AAPL | US | APPLE INC | 80,331 | $20M | 5.33% | -27.6% | - |
| BX | US | BLACKSTONE INC | 112,300 | $19M | 5.13% | 24.6% | - |
| MRVL | US | MARVELL TECHNOLOGY INC | 167,423 | $18M | 4.90% | -1.7% | - |
| META | US | META PLATFORMS INC-CLASS A | 31,013 | $18M | 4.81% | - | - |
| EQIX | US | EQUINIX INC | 17,900 | $17M | 4.47% | 100.0% | - |
| NVDA | US | NVIDIA CORP | 124,897 | $17M | 4.44% | -30.5% | - |
| AVGO | US | BROADCOM INC | 67,435 | $16M | 4.14% | -26.4% | - |
| NKE | US | NIKE INC -CL B | 185,562 | $14M | 3.72% | -23.2% | - |
| DDOG | US | DATADOG INC - CLASS A | 96,719 | $14M | 3.66% | -21.2% | - |
| UNP | US | UNION PACIFIC CORP | 59,029 | $13M | 3.57% | 53.6% | - |
| DHR | US | DANAHER CORP | 57,928 | $13M | 3.52% | 59.5% | - |
| ROK | US | ROCKWELL AUTOMATION INC | 42,400 | $12M | 3.21% | 100.0% | - |
| NSC | US | NORFOLK SOUTHERN CORP | 47,196 | $11M | 2.93% | - | - |
| ADSK | US | AUTODESK INC | 37,100 | $11M | 2.90% | 100.0% | - |
| TSM | US | TAIWAN SEMICONDUCTOR-SP ADR | 53,847 | $11M | 2.82% | -4.9% | - |