The Analysis of Tenere Capital LLC's Holdings
Currently, Tenere Capital LLC holds 22 types of securities in its portfolio with a total value $129.1M. In the most recent quarter, they have increased their positions in TSM (+29.2K shares, valued at $8.9M), COF (+29.7K shares, valued at $7.2M), N/A (+21.7K shares, valued at $6.8M); decreased their positions in AMZN (-121.2K shares, valued at $28.0M), V (-76.7K shares, valued at $26.9M), MSFT (-52.8K shares, valued at $25.5M); initiated new positions in TSM (+29.2K shares, valued at $8.9M), COF (+29.7K shares, valued at $7.2M), N/A (+21.7K shares, valued at $6.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC46.8K shares-30.93%2025-12-312026-02-17
NVDA NVIDIA CORP51.0K shares-65.87%2025-12-312026-02-17 TSM TAIWAN SEMI ADR29.2K sharesnew addition2025-12-312026-02-17 GS GOLDMAN SACHS9.9K shares-69.48%2025-12-312026-02-17 V VISA INC-CLASS A SHARES24.3K shares-75.98%2025-12-312026-02-17 DHR DANAHER CORP34.6K shares-60.00%2025-12-312026-02-17 AMZN AMAZON.COM INC31.6K shares-79.30%2025-12-312026-02-17 COF CAPITAL ONE FINANCIAL CORP29.7K sharesnew addition2025-12-312026-02-17 ADI ANALOG DEVICES17.6K sharesnew addition2025-12-312026-02-17 COIN COINBASE GLOBAL INC -CLASS A20.0K shares-32.12%2025-12-312026-02-17 MSFT MICROSOFT CORPORATION9.0K shares-85.44%2025-12-312026-02-17 IQV IQVIA HOLDINGS INC17.2K sharesnew addition2025-12-312026-02-17 META META PLATFORMS INC5.8K shares-83.67%2025-12-312026-02-17 AMAT APPLIED MATERIALS14.5K sharesnew addition2025-12-312026-02-17 CAT CATERPILLAR INC6.5K sharesnew addition2025-12-312026-02-17 GEV GE VERNOVA LLC5.2K sharesnew addition2025-12-312026-02-17 LLY ELI LILLY & CO2.6K sharesnew addition2025-12-312026-02-17 KLAR Klarna Group plc58.0K sharesnew addition2025-12-312026-02-17 ADSK AUTODESK INC4.6K shares-85.76%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available