13F HOLDINGS REPORT (Amended)
Tenere Capital LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001849517-25-000014
Total Value
$424.0M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC-CLASS A SHARES | V | 100,969 | $34.5M | 8.13% |
| 2 | AMAZON.COM INC | AMZN | 152,864 | $33.6M | 7.92% |
| 3 | BLACKSTONE INC | BX | 192,269 | $32.8M | 7.75% |
| 4 | MICROSOFT CORPORATION | MSFT | 61,762 | $32.0M | 7.54% |
| 5 | NVIDIA CORP | NVDA | 149,404 | $27.9M | 6.57% |
| 6 | META PLATFORMS INC | META | 35,507 | $26.1M | 6.15% |
| 7 | GOLDMAN SACHS | GSCE | 32,497 | $25.9M | 6.10% |
| 8 | BLACKROCK FUNDING INC/DE | BLK | 21,211 | $24.7M | 5.83% |
| 9 | NETFLIX INC | NFLX | 19,946 | $23.9M | 5.64% |
| 10 | UBER TECHNOLOGIES INC | UBER | 193,690 | $19.0M | 4.48% |
| 11 | SERVICENOW | NOW | 19,801 | $18.2M | 4.30% |
| 12 | APPLE INC | AAPL | 67,700 | $17.2M | 4.07% |
| 13 | DANAHER CORP | 235851102 | 86,628 | $17.2M | 4.05% |
| 14 | NORFOLK SOUTHERN | 655844108 | 56,398 | $16.9M | 4.00% |
| 15 | EQUINIX INC | EQIX | 20,430 | $16.0M | 3.77% |
| 16 | NIKE INC CL B | NKE | 214,690 | $15.0M | 3.53% |
| 17 | HUBBELL B | HUBB | 28,469 | $12.3M | 2.89% |
| 18 | AUTODESK INC | ADSK | 32,163 | $10.2M | 2.41% |
| 19 | COINBASE GLOBAL INC -CLASS A | COIN | 29,400 | $9.9M | 2.34% |
| 20 | CROWN CASTLE INC | CCI | 89,511 | $8.6M | 2.04% |
| 21 | KLARNA GROUP PLC | KLAR | 57,984 | $2.1M | 0.50% |