13F HOLDINGS REPORT
Tenere Capital LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001849517-25-000002
Total Value
$377.6M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORPORATION | MSFT | 69,933 | $29.5M | 7.81% |
| 2 | ALPHABET INC CLASS A COMMON STOCK | GOOG | 140,559 | $26.6M | 7.05% |
| 3 | VISA INC-CLASS A SHARES | V | 80,903 | $25.6M | 6.77% |
| 4 | BLACKROCK FUNDING INC/DE | BLK | 22,786 | $23.4M | 6.19% |
| 5 | AMAZON.COM INC | AMZN | 100,700 | $22.1M | 5.85% |
| 6 | APPLE INC | AAPL | 80,331 | $20.1M | 5.33% |
| 7 | BLACKSTONE INC | BX | 112,300 | $19.4M | 5.13% |
| 8 | MARVELL TECHNOLOGY INC | MRVL | 167,423 | $18.5M | 4.90% |
| 9 | META PLATFORMS INC | META | 31,013 | $18.2M | 4.81% |
| 10 | EQUINIX INC | EQIX | 17,900 | $16.9M | 4.47% |
| 11 | NVIDIA CORP | NVDA | 124,897 | $16.8M | 4.44% |
| 12 | BROADCOM INC | AVGO | 67,435 | $15.6M | 4.14% |
| 13 | NIKE INC CL B | NKE | 185,562 | $14.0M | 3.72% |
| 14 | DATADOG INC - CLASS A | DDOG | 96,719 | $13.8M | 3.66% |
| 15 | UNION PACIFIC CP | UNP | 59,029 | $13.5M | 3.57% |
| 16 | DANAHER CORP | 235851102 | 57,928 | $13.3M | 3.52% |
| 17 | ROCKWELL AUTOMATION INC | ROK | 42,400 | $12.1M | 3.21% |
| 18 | NORFOLK SOUTHERN | 655844108 | 47,196 | $11.1M | 2.93% |
| 19 | AUTODESK INC | ADSK | 37,100 | $11.0M | 2.90% |
| 20 | TAIWAN SEMI ADR | 874039100 | 53,847 | $10.6M | 2.82% |
| 21 | GOLDMAN SACHS | GSCE | 18,000 | $10.3M | 2.73% |
| 22 | APOLLO GLOBAL MANAGEMENT INC | 03769M106 | 61,500 | $10.2M | 2.69% |
| 23 | PROCORE TECHNOLOGIES INC | PCOR | 68,900 | $5.2M | 1.37% |