Institutional Fund
Tenere Capital LLC
New York, NYCIK 18495176 filings on record
Portfolio Value
$136.37M
Q1 2026
Holdings
22
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+5.7%
from $129.05M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation9.9%
- Meta Platforms Inc9.4%
- Apple Inc8.4%
- Asml Holding N V7.7%
- Taiwan Semiconductor Mfg Ltd7.0%
- Ge Aerospace7.0%
- Other50.6%
Portfolio Holdings
22 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 77.3K | $13.48M | 9.9% | +26.3K | Added |
| 2 | Meta Platforms Inc | 22.5K | $12.85M | 9.4% | +16.7K | Added |
| 3 | Apple Inc | 45.1K | $11.44M | 8.4% | −1.7K | Reduced |
| 4 | Asml Holding N V | 8.0K | $10.50M | 7.7% | +8.0K | New |
| 5 | Taiwan Semiconductor Mfg Ltd | 28.3K | $9.58M | 7.0% | −827 | Reduced |
| 6 | Ge Aerospace | 33.4K | $9.49M | 7.0% | +20.0K | Added |
| 7 | Analog Devices Inc | 19.9K | $6.33M | 4.6% | +2.3K | Added |
| 8 | Blackrock Inc | 6.6K | $6.30M | 4.6% | −2.2K | Reduced |
| 9 | Eli Lilly & Co | 6.6K | $6.06M | 4.4% | +4.0K | Added |
| 10 | Applied Matls Inc | 16.4K | $5.61M | 4.1% | +1.9K | Added |
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