13F HOLDINGS REPORT
Tenere Capital LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001849517-25-000007
Total Value
$363.4M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORPORATION | MSFT | 67,156 | $25.2M | 6.94% |
| 2 | DANAHER CORP | 235851102 | 122,101 | $25.0M | 6.89% |
| 3 | BLACKSTONE INC | BX | 170,400 | $23.8M | 6.55% |
| 4 | NVIDIA CORP | NVDA | 218,577 | $23.7M | 6.52% |
| 5 | AMAZON.COM INC | AMZN | 111,386 | $21.2M | 5.83% |
| 6 | NIKE INC CL B | NKE | 329,248 | $20.9M | 5.75% |
| 7 | VISA INC-CLASS A SHARES | V | 56,695 | $19.9M | 5.47% |
| 8 | BLACKROCK FUNDING INC/DE | BLK | 20,972 | $19.8M | 5.46% |
| 9 | APPLE INC | AAPL | 89,320 | $19.8M | 5.46% |
| 10 | META PLATFORMS INC | META | 33,207 | $19.1M | 5.27% |
| 11 | UNION PACIFIC CP | UNP | 80,330 | $19.0M | 5.22% |
| 12 | SERVICENOW | NOW | 17,600 | $14.0M | 3.86% |
| 13 | ADOBE INC | ADBE | 35,907 | $13.8M | 3.79% |
| 14 | GOLDMAN SACHS | GSCE | 24,676 | $13.5M | 3.71% |
| 15 | NORFOLK SOUTHERN | 655844108 | 55,760 | $13.2M | 3.63% |
| 16 | HOME DEPOT | HD | 35,950 | $13.2M | 3.63% |
| 17 | APOLLO GLOBAL MANAGEMENT INC | 03769M106 | 95,791 | $13.1M | 3.61% |
| 18 | ROCKWELL AUTOMATION INC | ROK | 49,815 | $12.9M | 3.54% |
| 19 | ALPHABET INC CLASS A COMMON STOCK | GOOG | 75,983 | $11.8M | 3.23% |
| 20 | AUTODESK INC | ADSK | 41,900 | $11.0M | 3.02% |
| 21 | TAIWAN SEMI ADR | 874039100 | 57,500 | $9.5M | 2.63% |