Tenere Capital LLC

Est. AUM

$136.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORP	COM	$13.5M	77311	9.89%	SOLE
2	META PLATFORMS INC	COM	$12.9M	22464	9.42%	SOLE
3	APPLE INC	COM	$11.4M	45061	8.39%	SOLE
4	ASML HOLDING N.V. NEW YORK REGISTRY SHAR	COM	$10.5M	7950	7.70%	SOLE
5	TAIWAN SEMI ADR	COM	$9.6M	28338	7.02%	SOLE
6	GENERAL ELECTRIC	COM	$9.5M	33435	6.96%	SOLE
7	ANALOG DEVICES	COM	$6.3M	19908	4.64%	SOLE
8	BLACKROCK FUNDING INC/DE	COM	$6.3M	6554	4.62%	SOLE
9	ELI LILLY & CO	COM	$6.1M	6590	4.44%	SOLE
10	APPLIED MATERIALS	COM	$5.6M	16417	4.11%	SOLE
11	CATERPILLAR INC	COM	$5.3M	7429	3.86%	SOLE
12	INTEL CORP	COM	$4.9M	110962	3.59%	SOLE
13	GOLDMAN SACHS	COM	$4.9M	5783	3.59%	SOLE
14	SHOPIFY INC - CLASS A	COM	$4.9M	40984	3.57%	SOLE
15	VISA INC-CLASS A SHARES	COM	$4.3M	14316	3.17%	SOLE
16	GE VERNOVA LLC	COM	$4.2M	4829	3.09%	SOLE
17	CSX CORP	COM	$3.8M	93323	2.81%	SOLE
18	ALPHABET INC CLASS A COMMON STOCK	COM	$3.7M	12769	2.69%	SOLE
19	AMAZON.COM INC	COM	$3.2M	15485	2.36%	SOLE
20	MICROSOFT CORPORATION	COM	$2.7M	7215	1.96%	SOLE
21	COINBASE GLOBAL INC -CLASS A	COM	$2.1M	11831	1.51%	SOLE
22	KLARNA GROUP PLC	COM	$807K	57984	0.59%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.