TC

Tenere Capital LLC

13F
Tenere Capital LLC
Last update 2026-05-15 22 Stocks (4 new)
Value $136.00 Mil Turnover 36 %
Countries:
Top Holdings: NVDA(9.89%)META(9.42%)AAPL(8.39%)ASML(7.70%)TSM(7.02%)
Summary Stock Picks Current Portfolio News
Tenere Capital LLC Top Holdings of 2026-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
77,311
13,483.0
+51.61%
9.890
+3.37%
0.000
+12.56%
+3.36%
4,663,269.1
Semiconductors
META
Meta Platforms Inc
22,464
12,852.3
+287.31%
9.420
+6.99%
0.000
+0.59%
-16.49%
1,396,767.4
Interactive Media
AAPL
Apple Inc
45,061
11,436.0
-3.64%
8.390
-0.36%
0.000
+12.32%
+4.58%
4,167,977.9
Hardware
ASML
ASML Holding NV
7,950
10,500.6
New Holding
7.700
+7.70%
0.000
+35.28%
+68.33%
691,682.4
Semiconductors
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
28,338
9,576.8
-2.84%
7.020
-0.19%
0.000
+32.89%
+43.00%
2,242,370.3
Semiconductors
GE
GE Aerospace
33,435
9,487.9
+148.38%
6.960
+4.16%
0.000
+29.36%
+19.97%
384,991.4
Aerospace & Defense
ADI
Analog Devices Inc
19,908
6,333.5
+13.06%
4.640
+0.54%
0.000
+23.79%
+43.50%
188,458.8
Semiconductors
BLK
BlackRock Inc
6,554
6,303.1
-24.77%
4.620
-1.79%
0.000
+0.17%
-8.86%
149,755.8
Asset Management
LLY
Eli Lilly and Co
6,590
6,061.3
+150.38%
4.440
+2.67%
0.000
+34.92%
+12.80%
1,077,330.6
Drug Manufacturers
AMAT
Applied Materials Inc
16,417
5,611.2
+13.39%
4.110
+0.49%
0.000
+85.38%
+144.52%
497,685.5
Semiconductors

Tenere Capital LLC's Historical Top Holdings Breakdowns

Tenere Capital LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ASML
ASML Holding NV
2026-03-31
New Buy
New Buy
+7.70%
●
1163.78 ($1370.36) 1526.51
$1,794.62
30.96%
New holding
7,950
7,950
META
Meta Platforms Inc
2026-03-31
Add
Add
+6.99%
●
525.72 ($640.86) 738.31
$550.25
-14.14%
Add 287.31%
22,464
16,664
DHR
Danaher Corp
2026-03-31
Sold Out
Sold Out
-6.15%
●
181.52 ($212.96) 242.05
$196.19
-7.87%
Sold Out
0
-34,648
COF
Capital One Financial Corp
2026-03-31
Sold Out
Sold Out
-5.58%
●
176.1 ($209.18) 257.94
$204.00
-2.48%
Sold Out
0
-29,708
GE
GE Aerospace
2026-03-31
Add
Add
+4.16%
●
273.25 ($314.29) 345.74
$369.00
17.41%
Add 148.38%
33,435
19,974
INTC
Intel Corp
2026-03-31
New Buy
New Buy
+3.59%
●
39.37 ($45.84) 54.32
$128.32
179.93%
New holding
110,962
110,962
SHOP
Shopify Inc
2026-03-31
New Buy
New Buy
+3.56%
●
110.66 ($131.4) 168.45
$116.86
-11.07%
New holding
40,984
40,984
NVDA
NVIDIA Corp
2026-03-31
Add
Add
+3.37%
●
165.17 ($183.46) 195.56
$192.53
4.94%
Add 51.61%
77,311
26,316
IQV
IQVIA Holdings Inc
2026-03-31
Sold Out
Sold Out
-3.01%
●
161.91 ($195.1) 244.29
$191.14
-2.03%
Sold Out
0
-17,210
AMZN
Amazon.com Inc
2026-03-31
Reduce
Reduce
-2.89%
●
198.79 ($220.17) 247.38
$232.69
5.69%
Reduce -51.06%
15,485
-16,155

Tenere Capital LLC Total Holding History ($B)

To

Tenere Capital LLC's Asset Allocation

To

Tenere Capital LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Tenere Capital LLC's Hypothetical Growth since 2026-03-31

Tenere Capital LLC's Yearly Returns

This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.

Year Portfolio % % Excess Gain %

Tenere Capital LLC's Holdings Heat Map

Size field:

Tenere Capital LLC's Holdings Bubble Chart

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