Tenere Capital LLC Top Holdings and 13F Report (2025) About Tenere Capital LLCInvestment ActivityTenere Capital LLC has $390.46 million in total holdings as of June 30, 2025.Tenere Capital LLC owns shares of 19 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 23.72% of the portfolio was purchased this quarter.About 27.79% of the portfolio was sold this quarter.This quarter, Tenere Capital LLC has purchased 21 new stocks and bought additional shares in 4 stocks.Tenere Capital LLC sold shares of 5 stocks and completely divested from 6 stocks this quarter.Largest Holdings Meta Platforms $38,385,847Microsoft $37,084,900Blackstone $28,435,158NVIDIA $27,881,601Analog Devices $24,516,060 Largest New Holdings this Quarter 032654105 - Analog Devices $24,516,060 Holding29444U700 - Equinix $16,068,494 Holding90353T100 - Uber Technologies $15,730,380 Holding22822V101 - Crown Castle $9,091,605 Holding Largest Purchases this Quarter Analog Devices 103,000 shares (about $24.52M)Equinix 20,200 shares (about $16.07M)Uber Technologies 168,600 shares (about $15.73M)Meta Platforms 18,800 shares (about $13.88M)Crown Castle 88,500 shares (about $9.09M) Largest Sales this Quarter NIKE 155,186 shares (about $11.02M)NVIDIA 42,100 shares (about $6.65M)Apple 24,515 shares (about $5.03M)Danaher 25,000 shares (about $4.94M)Amazon.com 3,848 shares (about $844.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTenere Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$38,385,847$13,876,092 ▲56.6%52,0079.8%Computer and TechnologyMSFTMicrosoft$37,084,900$3,680,834 ▲11.0%74,5569.5%Computer and TechnologyBXBlackstone$28,435,158$2,946,726 ▲11.6%190,1007.3%FinanceNVDANVIDIA$27,881,601$6,651,379 ▼-19.3%176,4777.1%Computer and TechnologyADIAnalog Devices$24,516,060$24,516,060 ▲New Holding103,0006.3%Computer and TechnologyAMZNAmazon.com$23,592,762$844,213 ▼-3.5%107,5386.0%Retail/WholesaleBLACKROCK FUNDING INC/DE$22,004,8710.0%20,9725.6%COMVVisa$20,129,5600.0%56,6955.2%Business ServicesADSKAutodesk$19,688,652$6,717,669 ▲51.8%63,6005.0%Computer and TechnologyDHRDanaher$19,181,332$4,938,500 ▼-20.5%97,1014.9%MedicalNOWServiceNow$18,094,2080.0%17,6004.6%Computer and TechnologyGSThe Goldman Sachs Group$17,464,4390.0%24,6764.5%FinanceEQIXEquinix$16,068,494$16,068,494 ▲New Holding20,2004.1%FinanceUBERUber Technologies$15,730,380$15,730,380 ▲New Holding168,6004.0%Computer and TechnologyNSCNorfolk Southern$14,272,8870.0%55,7603.7%TransportationAAPLApple$13,296,042$5,029,743 ▼-27.4%64,8053.4%Computer and TechnologyHDHome Depot$13,180,7080.0%35,9503.4%Retail/WholesaleNKENIKE$12,365,364$11,024,413 ▼-47.1%174,0623.2%Consumer DiscretionaryCCICrown Castle$9,091,605$9,091,605 ▲New Holding88,5002.3%FinanceUNPUnion Pacific$0$18,977,159 ▼-100.0%00.0%TransportationADBEAdobe$0$13,771,412 ▼-100.0%00.0%Computer and TechnologyAPOApollo Global Management$0$13,117,620 ▼-100.0%00.0%FinanceROKRockwell Automation$0$12,871,200 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$11,750,011 ▼-100.0%00.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$0$9,545,000 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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