Institutional Manager · CIK 0001558971
Tekne Capital Management, LLC
NEW YORK, NY · File #028-16076
Latest AUM
$280.2M
Positions
7
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | STONECO LTD | G85158106 | -2,200,000 | -$41.6M | $0 |
| NEW | ECHOSTAR CORP | SATS | +265,000 | +$28.8M | $0 |
| NEW | ACM RESH INC | 00108J109 | +715,000 | +$28.2M | $0 |
| REDUCE | KANZHUN LIMITED | BZ | -351,783 | -$7.2M | -$2.4M |
| EXITED | D MARKET ELECTR SVCS & TRADI | 23292B104 | -1,611,112 | -$4.3M | $0 |
| EXITED | TON STRATEGY CO | 92337U302 | -157,810 | -$1.1M | $0 |
| REDUCE | GDS HLDGS LTD | GDHLF | 0 | $0 | -$684,000 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20257 pos · $280.2M
- 13F HOLDINGS REPORTQ/E Sep 20258 pos · $354.2M
- 13F HOLDINGS REPORTQ/E Jun 20257 pos · $287.4M
- 13F HOLDINGS REPORTQ/E Mar 20259 pos · $262,294
- 13F HOLDINGS REPORTQ/E Dec 202411 pos · $282,588
- 13F HOLDINGS REPORTQ/E Sep 20249 pos · $246,706
- 13F HOLDINGS REPORTQ/E Jun 20249 pos · $190,337
- 13F HOLDINGS REPORTQ/E Mar 202421 pos · $349,820
- 13F HOLDINGS REPORTQ/E Dec 202320 pos · $270,740
Top 7 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | GDS HLDGS LTD | GDHLF | 3,468,200 | $121.0M | 43.20% |
| 2 | GDS HLDGS LTD | GDHLF | 1,403,618 | $49.0M | 17.49% |
| 3 | KANZHUN LIMITED | BZ | 1,830,000 | $37.3M | 13.31% |
| 4 | ECHOSTAR CORP | SATS | 265,000 | $28.8M | 10.28% |
| 5 | ACM RESH INC | 00108J109 | 715,000 | $28.2M | 10.07% |
| 6 | KANZHUN LIMITED | BZ | 468,217 | $9.5M | 3.41% |
| 7 | GDS HLDGS LTD | GDHLF | 180,000 | $6.3M | 2.24% |