Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tenere Capital LLC (CIK 1849517) reported $136.4M across 21 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($13.5M, 9.89%), META ($12.9M, 9.42%), AAPL ($11.4M, 8.39%), ASML ($10.5M, 7.70%), TSM ($9.6M, 7.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $13.5M | 9.89% | 77,311 | Added |
| 2 | META | META PLATFORMS INC | $12.9M | 9.42% | 22,464 | Added |
| 3 | AAPL | APPLE INC | $11.4M | 8.39% | 45,061 | Trimmed |
| 4 | ASML | ASML HOLDING N.V. NEW YORK REGISTRY SHAR | $10.5M | 7.70% | 7,950 | New |
| 5 | TSM | TAIWAN SEMI ADR | $9.6M | 7.02% | 28,338 | Trimmed |
| 6 | GE | GENERAL ELECTRIC | $9.5M | 6.96% | 33,435 | Added |
| 7 | ADI | ANALOG DEVICES | $6.3M | 4.64% | 19,908 | Added |
| 8 | BLK | BLACKROCK FUNDING INC/DE | $6.3M | 4.62% | 6,554 | Trimmed |
| 9 | LLY | ELI LILLY & CO | $6.1M | 4.44% | 6,590 | Added |
| 10 | AMAT | APPLIED MATERIALS | $5.6M | 4.11% | 16,417 | Added |
| 11 | CAT | CATERPILLAR INC | $5.3M | 3.86% | 7,429 | Added |
| 12 | GS | GOLDMAN SACHS | $4.9M | 3.59% | 5,783 | Trimmed |
| 13 | INTC | INTEL CORP | $4.9M | 3.59% | 110,962 | New |
| 14 | SHOP | SHOPIFY INC - CLASS A | $4.9M | 3.56% | 40,984 | New |
| 15 | V | VISA INC-CLASS A SHARES | $4.3M | 3.17% | 14,316 | Trimmed |
| 16 | GEV | GE VERNOVA LLC | $4.2M | 3.09% | 4,829 | Trimmed |
| 17 | CSX | CSX CORP | $3.8M | 2.81% | 93,323 | New |
| 18 | GOOGL | ALPHABET INC CLASS A COMMON STOCK | $3.7M | 2.69% | 12,769 | Trimmed |
| 19 | AMZN | AMAZON.COM INC | $3.2M | 2.36% | 15,485 | Trimmed |
| 20 | MSFT | MICROSOFT CORPORATION | $2.7M | 1.96% | 7,215 | Trimmed |
| 21 | COIN | COINBASE GLOBAL INC -CLASS A | $2.1M | 1.51% | 11,831 | Trimmed |
| 22 | KLARNA GROUP PLC | $807,137 | 0.59% | 57,984 | Hold | |
| 23 | DHR | DANAHER CORP | $0 | 0.00% | 0 | Exited |
| 24 | COF | CAPITAL ONE FINANCIAL CORP | $0 | 0.00% | 0 | Exited |
| 25 | ADSK | AUTODESK INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31