§ 13F · FUND PROFILE
Tenere Capital LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $424M (13F)Positions · 21Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$24M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 77K | $13M | 9.9% | +52% |
| 2 | META | META PLATFORMS INC | 22K | $13M | 9.4% | +287% |
| 3 | AAPL | APPLE INC | 45K | $11M | 8.4% | −4% |
| 4 | ASML | ASML HOLDING N.V. NEW YORK REGISTRY SHAR | 8K | $11M | 7.7% | NEW |
| 5 | TSM | TAIWAN SEMI ADR | 28K | $10M | 7.0% | −3% |
| 6 | GE | GENERAL ELECTRIC | 33K | $9M | 7.0% | +148% |
| 7 | ADI | ANALOG DEVICES | 20K | $6M | 4.6% | +13% |
| 8 | BLK | BLACKROCK FUNDING INC/DE | 7K | $6M | 4.6% | −25% |
| 9 | LLY | ELI LILLY & CO | 7K | $6M | 4.4% | +150% |
| 10 | AMAT | APPLIED MATERIALS | 16K | $6M | 4.1% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TENERE SIGNAL
AC read
Tenere Capital LLC is a Other fund managing $424 million in assets. The fund runs a focused portfolio of just 21 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed