§ 13F · FUND PROFILE
Tenere Capital LLC.
AUM · $126M (13F)Positions · 23Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 67K | $13M | 10.6% | −14% |
| 2 | GE | GENERAL ELECTRIC | 26K | $10M | 7.8% | −21% |
| 3 | GS | GOLDMAN SACHS | 8K | $8M | 6.2% | +34% |
| 4 | CSX | CSX CORP | 160K | $8M | 6.1% | +72% |
| 5 | AMAT | APPLIED MATERIALS | 10K | $7M | 5.9% | −37% |
| 6 | HLT | HILTON INC | 19K | $6M | 5.1% | NEW |
| 7 | V | VISA INC-CLASS A SHARES | 18K | $6M | 4.9% | +26% |
| 8 | TSM | TAIWAN SEMI ADR | 12K | $6M | 4.6% | −57% |
| 9 | MTN | VAIL RESORTS | 41K | $6M | 4.4% | NEW |
| 10 | GOOGL | ALPHABET INC CLASS A COMMON STOCK | 15K | $5M | 4.4% | +20% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TENERE SIGNAL
AC read
Tenere Capital LLC is a Other fund managing $126 million in assets. The fund runs a focused portfolio of just 23 positions.
Read the full dossier →