Tenere Capital LLC Top Holdings and 13F Report (2025) About Tenere Capital LLCInvestment ActivityTenere Capital LLC has $377.56 million in total holdings as of December 31, 2024.Tenere Capital LLC owns shares of 23 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 31.80% of the portfolio was purchased this quarter.About 37.70% of the portfolio was sold this quarter.This quarter, Tenere Capital LLC has purchased 26 new stocks and bought additional shares in 7 stocks.Tenere Capital LLC sold shares of 7 stocks and completely divested from 10 stocks this quarter.Largest Holdings Microsoft $29,476,760Alphabet $26,607,819Visa $25,568,584BLACKROCK FUNDING INC/DE $23,358,156Amazon.com $22,092,573 Largest New Holdings this Quarter Amazon.com $22,092,573 HoldingEquinix $16,877,731 HoldingRockwell Automation $12,117,496 HoldingAutodesk $10,965,647 HoldingThe Goldman Sachs Group $10,307,160 Holding Largest Purchases this Quarter Amazon.com 100,700 shares (about $22.09M)Equinix 17,900 shares (about $16.88M)Rockwell Automation 42,400 shares (about $12.12M)Autodesk 37,100 shares (about $10.97M)The Goldman Sachs Group 18,000 shares (about $10.31M) Largest Sales this Quarter Apple 30,700 shares (about $7.69M)NVIDIA 54,700 shares (about $7.35M)Broadcom 24,242 shares (about $5.62M)NIKE 56,161 shares (about $4.25M)Datadog 26,045 shares (about $3.72M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTenere Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$29,476,760$6,364,650 ▲27.5%69,9337.8%Computer and TechnologyGOOGLAlphabet$26,607,819$1,722,630 ▲6.9%140,5597.0%Computer and TechnologyVVisa$25,568,584$3,033,984 ▲13.5%80,9036.8%Business ServicesBLACKROCK FUNDING INC/DE$23,358,156$7,790,836 ▲50.0%22,7866.2%COMAMZNAmazon.com$22,092,573$22,092,573 ▲New Holding100,7005.9%Retail/WholesaleAAPLApple$20,116,489$7,687,894 ▼-27.6%80,3315.3%Computer and TechnologyBXBlackstone$19,362,766$3,824,276 ▲24.6%112,3005.1%FinanceMRVLMarvell Technology$18,491,870$320,305 ▼-1.7%167,4234.9%Computer and TechnologyMETAMeta Platforms$18,158,4220.0%31,0134.8%Computer and TechnologyEQIXEquinix$16,877,731$16,877,731 ▲New Holding17,9004.5%FinanceNVDANVIDIA$16,772,418$7,345,663 ▼-30.5%124,8974.4%Computer and TechnologyAVGOBroadcom$15,634,130$5,620,265 ▼-26.4%67,4354.1%Computer and TechnologyNKENIKE$14,041,477$4,249,703 ▼-23.2%185,5623.7%Consumer DiscretionaryDDOGDatadog$13,820,178$3,721,570 ▼-21.2%96,7193.7%Computer and TechnologyUNPUnion Pacific$13,460,973$4,697,624 ▲53.6%59,0293.6%TransportationDHRDanaher$13,297,372$4,958,280 ▲59.5%57,9283.5%MedicalROKRockwell Automation$12,117,496$12,117,496 ▲New Holding42,4003.2%Computer and TechnologyNSCNorfolk Southern$11,076,9010.0%47,1962.9%TransportationADSKAutodesk$10,965,647$10,965,647 ▲New Holding37,1002.9%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$10,634,244$549,812 ▼-4.9%53,8472.8%Computer and TechnologyGSThe Goldman Sachs Group$10,307,160$10,307,160 ▲New Holding18,0002.7%FinanceAPOApollo Global Management$10,157,340$10,157,340 ▲New Holding61,5002.7%FinancePCORProcore Technologies$5,162,677$5,162,677 ▲New Holding68,9001.4%Computer and TechnologyADBEAdobe$0$17,375,661 ▼-100.0%00.0%Computer and TechnologyTMOThermo Fisher Scientific$0$15,258,885 ▼-100.0%00.0%MedicalIQVIQVIA$0$14,895,697 ▼-100.0%00.0%MedicalADIAnalog Devices$0$13,403,259 ▼-100.0%00.0%Computer and TechnologyTECHBio-Techne$0$12,808,383 ▼-100.0%00.0%MedicalICLRICON Public$0$12,074,777 ▼-100.0%00.0%MedicalPANWPalo Alto Networks$0$11,321,783 ▼-100.0%00.0%Computer and TechnologyUNHUnitedHealth Group$0$7,029,608 ▼-100.0%00.0%MedicalTXNTexas Instruments$0$5,359,046 ▼-100.0%00.0%Computer and TechnologyMUMicron Technology$0$3,314,675 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
