13F HOLDINGS REPORT
Tenere Capital LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001849517-23-000004
Total Value
$203.9M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON.COM INC | AMZN | 96,290 | $12.6M | 6.16% |
| 2 | VISA INC-CLASS A SHARES | V | 45,887 | $10.9M | 5.35% |
| 3 | T-MOBILE US INC COM STK | TMUSZ | 75,955 | $10.6M | 5.18% |
| 4 | ALPHABET INC CLASS A COMMON STOCK | GOOG | 85,800 | $10.3M | 5.04% |
| 5 | PALO ALTO NETWORK INC | PANW | 38,766 | $9.9M | 4.86% |
| 6 | THERMO FISHER SCIENTIFIC INC. | TMO | 18,600 | $9.7M | 4.76% |
| 7 | MICROSOFT CORPORATION | MSFT | 28,450 | $9.7M | 4.75% |
| 8 | CANADIAN PACIFIC KANSAS CITY L | CP | 112,480 | $9.1M | 4.46% |
| 9 | META PLATFORMS INC | META | 28,543 | $8.2M | 4.02% |
| 10 | NVIDIA CORP | NVDA | 18,080 | $7.6M | 3.75% |
| 11 | INTUIT INC | INTU | 16,600 | $7.6M | 3.73% |
| 12 | UNION PACIFIC CP | UNP | 37,132 | $7.6M | 3.73% |
| 13 | STARBUCKS CORP | SBUX | 75,100 | $7.4M | 3.65% |
| 14 | BLACKSTONE INC | BX | 79,200 | $7.4M | 3.61% |
| 15 | PROLOGIS INC | PLDGP | 59,488 | $7.3M | 3.58% |
| 16 | TAIWAN SEMI ADR | 874039100 | 72,083 | $7.3M | 3.57% |
| 17 | DANAHER CORP | 235851102 | 29,925 | $7.2M | 3.52% |
| 18 | APPLE INC | AAPL | 36,570 | $7.1M | 3.48% |
| 19 | BOSTON SCIENTIFIC CORPORATION | BSX | 128,900 | $7.0M | 3.42% |
| 20 | ESTEE LAUDER | 518439104 | 32,423 | $6.4M | 3.12% |
| 21 | NIKE INC CL B | NKE | 53,570 | $5.9M | 2.90% |
| 22 | SERVICENOW | NOW | 10,300 | $5.8M | 2.84% |
| 23 | SCHLUMBERGER LTD | SLB | 114,810 | $5.6M | 2.77% |
| 24 | BECTON DICKINSON CO | BDX | 19,870 | $5.2M | 2.57% |
| 25 | SNOWFLAKE INC-CLASS A | SNOW | 25,500 | $4.5M | 2.20% |
| 26 | INTEL CORP | INTC | 91,500 | $3.1M | 1.50% |
| 27 | ZOETIS INC | ZTS | 17,700 | $3.0M | 1.50% |