13F HOLDINGS REPORT
Tenere Capital LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001849517-26-000002
Total Value
$129.1M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 46,762 | $12.7M | 9.85% |
| 2 | NVIDIA CORP | NVDA | 50,995 | $9.5M | 7.37% |
| 3 | BLACKROCK FUNDING INC/DE | BLK | 8,712 | $9.3M | 7.23% |
| 4 | TAIWAN SEMI ADR | 874039100 | 29,165 | $8.9M | 6.87% |
| 5 | GOLDMAN SACHS | GSCE | 9,918 | $8.7M | 6.76% |
| 6 | VISA INC-CLASS A SHARES | V | 24,252 | $8.5M | 6.59% |
| 7 | DANAHER CORP | 235851102 | 34,648 | $7.9M | 6.15% |
| 8 | AMAZON.COM INC | AMZN | 31,640 | $7.3M | 5.66% |
| 9 | CAPITAL ONE FINANCIAL CORP | 14040H105 | 29,708 | $7.2M | 5.58% |
| 10 | ALPHABET INC CLASS A COMMON STOCK | GOOG | 21,697 | $6.8M | 5.26% |
| 11 | ANALOG DEVICES | ADI | 17,609 | $4.8M | 3.70% |
| 12 | COINBASE GLOBAL INC -CLASS A | COIN | 19,956 | $4.5M | 3.50% |
| 13 | MICROSOFT CORPORATION | MSFT | 8,990 | $4.3M | 3.37% |
| 14 | GENERAL AEROSPACE CO | 369604301 | 13,461 | $4.1M | 3.21% |
| 15 | IQVIA HOLDINGS INC | IQV | 17,210 | $3.9M | 3.01% |
| 16 | META PLATFORMS INC | META | 5,800 | $3.8M | 2.97% |
| 17 | APPLIED MATERIALS | 038222105 | 14,478 | $3.7M | 2.88% |
| 18 | CATERPILLAR INC | CAT | 6,451 | $3.7M | 2.86% |
| 19 | GE VERNOVA LLC | GEV | 5,243 | $3.4M | 2.66% |
| 20 | ELI LILLY & CO | LLY | 2,632 | $2.8M | 2.19% |
| 21 | Klarna Group plc | KLAR | 57,984 | $1.7M | 1.30% |
| 22 | AUTODESK INC | ADSK | 4,579 | $1.4M | 1.05% |