Tekne Capital Management, LLC Buys PagSeguro Digital, GDS Holdings, Grab Holdings Inc, Sells Altimeter Growth Corp

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Feb 15, 2022
New York, NY, based Investment company Tekne Capital Management, LLC (Current Portfolio) buys PagSeguro Digital, GDS Holdings, Grab Holdings Inc, Taiwan Semiconductor Manufacturing Co, MercadoLibre Inc, sells Altimeter Growth Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Tekne Capital Management, LLC. As of 2021Q4, Tekne Capital Management, LLC owns 15 stocks with a total value of $489 million. These are the details of the buys and sells.

For the details of Tekne Capital Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/tekne+capital+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Tekne Capital Management, LLC
  1. Sea Ltd (SE) - 616,002 shares, 28.18% of the total portfolio. Shares added by 1.08%
  2. PagSeguro Digital Ltd (PAGS) - 4,477,893 shares, 24.01% of the total portfolio. Shares added by 45.37%
  3. Netflix Inc (NFLX) - 102,227 shares, 12.60% of the total portfolio.
  4. T-Mobile US Inc (TMUS) - 465,404 shares, 11.04% of the total portfolio.
  5. Block Inc (SQ) - 303,949 shares, 10.04% of the total portfolio.
New Purchase: GDS Holdings Ltd (GDS)

Tekne Capital Management, LLC initiated holding in GDS Holdings Ltd. The purchase prices were between $42.8 and $63.86, with an estimated average price of $55.01. The stock is now traded at around $44.220000. The impact to a portfolio due to this purchase was 6.21%. The holding were 644,253 shares as of 2021-12-31.

New Purchase: Grab Holdings Inc (GRAB)

Tekne Capital Management, LLC initiated holding in Grab Holdings Inc. The purchase prices were between $6.79 and $9, with an estimated average price of $7.62. The stock is now traded at around $6.110000. The impact to a portfolio due to this purchase was 0.45%. The holding were 305,197 shares as of 2021-12-31.

Added: PagSeguro Digital Ltd (PAGS)

Tekne Capital Management, LLC added to a holding in PagSeguro Digital Ltd by 45.37%. The purchase prices were between $24.15 and $49.43, with an estimated average price of $32.06. The stock is now traded at around $18.070000. The impact to a portfolio due to this purchase was 7.49%. The holding were 4,477,893 shares as of 2021-12-31.

Added: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Tekne Capital Management, LLC added to a holding in Taiwan Semiconductor Manufacturing Co Ltd by 99.54%. The purchase prices were between $109.02 and $124.75, with an estimated average price of $117.32. The stock is now traded at around $122.137200. The impact to a portfolio due to this purchase was 0.4%. The holding were 32,994 shares as of 2021-12-31.

Added: MercadoLibre Inc (MELI)

Tekne Capital Management, LLC added to a holding in MercadoLibre Inc by 99.50%. The purchase prices were between $1052.95 and $1709.98, with an estimated average price of $1396.48. The stock is now traded at around $1174.750000. The impact to a portfolio due to this purchase was 0.33%. The holding were 2,394 shares as of 2021-12-31.

Added: Baidu Inc (BIDU)

Tekne Capital Management, LLC added to a holding in Baidu Inc by 99.54%. The purchase prices were between $136.3 and $180.96, with an estimated average price of $155.95. The stock is now traded at around $164.692500. The impact to a portfolio due to this purchase was 0.3%. The holding were 19,748 shares as of 2021-12-31.

Added: Coupang Inc (CPNG)

Tekne Capital Management, LLC added to a holding in Coupang Inc by 99.17%. The purchase prices were between $25.69 and $30.45, with an estimated average price of $28.18. The stock is now traded at around $23.460000. The impact to a portfolio due to this purchase was 0.26%. The holding were 87,763 shares as of 2021-12-31.

Added: Full Truck Alliance Co Ltd (YMM)

Tekne Capital Management, LLC added to a holding in Full Truck Alliance Co Ltd by 98.88%. The purchase prices were between $8.15 and $16.96, with an estimated average price of $13.12. The stock is now traded at around $9.130000. The impact to a portfolio due to this purchase was 0.14%. The holding were 163,078 shares as of 2021-12-31.

Sold Out: Altimeter Growth Corp (AGC)

Tekne Capital Management, LLC sold out a holding in Altimeter Growth Corp. The sale prices were between $10.08 and $17.06, with an estimated average price of $12.37.



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