13F HOLDINGS REPORT
Tenere Capital LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001849517-25-000010
Total Value
$390.5M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 52,007 | $38.4M | 9.83% |
| 2 | MICROSOFT CORPORATION | MSFT | 74,556 | $37.1M | 9.50% |
| 3 | BLACKSTONE INC | BX | 190,100 | $28.4M | 7.28% |
| 4 | NVIDIA CORP | NVDA | 176,477 | $27.9M | 7.14% |
| 5 | ANALOG DEVICES | ADI | 103,000 | $24.5M | 6.28% |
| 6 | AMAZON.COM INC | AMZN | 107,538 | $23.6M | 6.04% |
| 7 | BLACKROCK FUNDING INC/DE | BLK | 20,972 | $22.0M | 5.64% |
| 8 | VISA INC-CLASS A SHARES | V | 56,695 | $20.1M | 5.16% |
| 9 | AUTODESK INC | ADSK | 63,600 | $19.7M | 5.04% |
| 10 | DANAHER CORP | 235851102 | 97,101 | $19.2M | 4.91% |
| 11 | SERVICENOW | NOW | 17,600 | $18.1M | 4.63% |
| 12 | GOLDMAN SACHS | GSCE | 24,676 | $17.5M | 4.47% |
| 13 | EQUINIX INC | EQIX | 20,200 | $16.1M | 4.12% |
| 14 | UBER TECHNOLOGIES INC | UBER | 168,600 | $15.7M | 4.03% |
| 15 | NORFOLK SOUTHERN | 655844108 | 55,760 | $14.3M | 3.66% |
| 16 | APPLE INC | AAPL | 64,805 | $13.3M | 3.41% |
| 17 | HOME DEPOT | HD | 35,950 | $13.2M | 3.38% |
| 18 | NIKE INC CL B | NKE | 174,062 | $12.4M | 3.17% |
| 19 | CROWN CASTLE INC | CCI | 88,500 | $9.1M | 2.33% |