§ 13F · FUND PROFILE
Tenere Capital LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $424.0T (13F)Positions · 21Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$49.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 47K | $12.7T | 9.9% | −31% |
| 2 | NVDA | NVIDIA CORP | 51K | $9.5T | 7.4% | −66% |
| 3 | BLK | BLACKROCK FUNDING INC/DE | 9K | $9.3T | 7.2% | −59% |
| 4 | TSM | TAIWAN SEMI ADR | 29K | $8.9T | 6.9% | NEW |
| 5 | GS | GOLDMAN SACHS | 10K | $8.7T | 6.8% | −69% |
| 6 | V | VISA INC-CLASS A SHARES | 24K | $8.5T | 6.6% | −76% |
| 7 | DHR | DANAHER CORP | 35K | $7.9T | 6.1% | −60% |
| 8 | AMZN | AMAZON.COM INC | 32K | $7.3T | 5.7% | −79% |
| 9 | COF | CAPITAL ONE FINANCIAL CORP | 30K | $7.2T | 5.6% | NEW |
| 10 | GOOGL | ALPHABET INC CLASS A COMMON STOCK | 22K | $6.8T | 5.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TENERE SIGNAL
AC read
Tenere Capital LLC is a Other fund managing $424023.3 trillion in assets. The fund runs a focused portfolio of just 21 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed