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Tekne Capital Management, LLC Top Holdings and 13F Report (2026)

About Tekne Capital Management, LLC

Investment Activity

  • Tekne Capital Management, LLC has $305.61 million in total holdings as of June 30, 2026.
  • Tekne Capital Management, LLC owns shares of 6 different stocks, but just 2 companies or ETFs make up 80% of its holdings.
  • Approximately 19.02% of the portfolio was purchased this quarter.
  • This quarter, Tekne Capital Management, LLC has purchased 3 new stocks and bought additional shares in 2 stocks.
  • Tekne Capital Management, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

GDS
$179,482,000
ACM Research
$93,580,000
Baidu
$7,428,000
PROEM ACQUISITION CORP I
$5,040,000

Largest New Holdings this Quarter

G11448100 - Bitdeer Technologies Group
$19,837,000 Holding
056752108 - Baidu
$7,428,000 Holding
G2R11M108 - DPC HOLDINGS PLC
$245,000 Holding

Largest Purchases this Quarter

GDS
925,000 shares (about $27.78M)
Bitdeer Technologies Group
1,250,000 shares (about $19.84M)
Baidu
65,000 shares (about $7.43M)
ACM Research
22,500 shares (about $2.85M)
DPC HOLDINGS PLC
5,000 shares (about $245K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTekne Capital Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
GDS Holdings stock logo
GDS
GDS
$179,482,000$27,777,465 18.3%5,976,81858.7%Technology
ACM Research, Inc. stock logo
ACMR
ACM Research
$93,580,000$2,854,983 3.1%737,50030.6%Technology
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
$19,837,000$19,837,000 New Holding1,250,0006.5%Technology
Baidu, Inc. stock logo
BIDU
Baidu
$7,428,000$7,428,000 New Holding65,0002.4%Communication Services
PROEM ACQUISITION CORP I
$5,040,0000.0%500,0001.6%UNIT 01/29/2031
DPC HOLDINGS PLC
$245,000$245,000 New Holding5,0000.1%ORDINARY SHARES

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data