Tenere Capital LLC: 13F holdings
CIK 18495172026Q2
| Positions | 23 |
|---|---|
| Reported value | $125.9m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORP | 66,733 | $13.4m | 10.6% |
| GE GENERAL ELECTRIC | 26,403 | $9.9m | 7.8% |
| GS GOLDMAN SACHS | 7,774 | $7.9m | 6.2% |
| CSX CSX CORP | 160,470 | $7.6m | 6.1% |
| AMAT APPLIED MATERIALS | 10,332 | $7.5m | 5.9% |
| HLT HILTON INC | 19,426 | $6.4m | 5.1% |
| V VISA INC-CLASS A SHARES | 18,104 | $6.2m | 4.9% |
| TSM TAIWAN SEMI ADR | 12,248 | $5.8m | 4.6% |
| MTN VAIL RESORTS | 40,724 | $5.5m | 4.4% |
| GOOGL ALPHABET INC CLASS A COMMON STOCK | 15,336 | $5.5m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1849517")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.