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Tenere Capital LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $125,887,463
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORP · COM · 67066G104 · shares: $13,352,606
- GENERAL ELECTRIC · COM · 369604301 · shares: $9,867,593
- GOLDMAN SACHS · COM · 38141G104 · shares: $7,862,390
- CSX CORP · COM · 126408103 · shares: $7,627,139
- APPLIED MATERIALS · COM · 038222105 · shares: $7,470,036
- HILTON INC · COM · 43300A203 · shares: $6,419,516
- VISA INC-CLASS A SHARES · COM · 92826C839 · shares: $6,211,301
- TAIWAN SEMI ADR · COM · 874039100 · shares: $5,849,277
- VAIL RESORTS · COM · 91879Q109 · shares: $5,544,573
- ALPHABET INC CLASS A COMMON STOCK · COM · 02079K305 · shares: $5,480,626
Reported holdings
23 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORP | COM | 67066G104 | — | 66,733 shares | $13,352,606 |
| GENERAL ELECTRIC | COM | 369604301 | — | 26,403 shares | $9,867,593 |
| GOLDMAN SACHS | COM | 38141G104 | — | 7,774 shares | $7,862,390 |
| CSX CORP | COM | 126408103 | — | 160,470 shares | $7,627,139 |
| APPLIED MATERIALS | COM | 038222105 | — | 10,332 shares | $7,470,036 |
| HILTON INC | COM | 43300A203 | — | 19,426 shares | $6,419,516 |
| VISA INC-CLASS A SHARES | COM | 92826C839 | — | 18,104 shares | $6,211,301 |
| TAIWAN SEMI ADR | COM | 874039100 | — | 12,248 shares | $5,849,277 |
| VAIL RESORTS | COM | 91879Q109 | — | 40,724 shares | $5,544,573 |
| ALPHABET INC CLASS A COMMON STOCK | COM | 02079K305 | — | 15,336 shares | $5,480,626 |
| APPLE INC | COM | 037833100 | — | 18,925 shares | $5,476,138 |
| CISCO SYSTEMS INC | COM | 17275R102 | — | 44,677 shares | $5,247,760 |
| THERMO FISHER SCIENTIFIC INC. | COM | 883556102 | — | 9,127 shares | $4,575,913 |
| CAPITAL ONE FINANCIAL CORP | COM | 14040H105 | — | 22,805 shares | $4,575,139 |
| ELI LILLY & CO | COM | 532457108 | — | 3,642 shares | $4,368,324 |
| AMAZON.COM INC | COM | 023135106 | — | 17,272 shares | $4,116,608 |
| UNITEDHEALTH GRP | COM | 91324P102 | — | 9,122 shares | $3,791,377 |
| META PLATFORMS INC | COM | 30303M102 | — | 6,023 shares | $3,392,696 |
| EQUINIX INC | COM | 29444U700 | — | 2,998 shares | $3,125,085 |
| DIGITALOCEAN HOLDINGS INC | COM | 25402D102 | — | 18,896 shares | $2,967,239 |
| SHOPIFY INC - CLASS A | COM | 82509L107 | — | 25,691 shares | $2,933,398 |
| ASML HOLDING N.V. NEW YORK REGISTRY SHAR | COM | N07059210 | — | 1,456 shares | $2,896,625 |
| ANALOG DEVICES | COM | 032654105 | — | 6,889 shares | $2,736,104 |