Investor
Tenere Capital LLC
CIK 0001849517 · filed 2026-05-15 · SEC filing
13F book
$136.4M
Positions
22
4 new · 4 sold
Largest name
9.9%
Nvidia Corp · NVDA
Est. mark
−$2.29M
Price effect on 18 names still held. Flow $9.61M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 77.3K | $13.5M | 9.9% | −$617K | Added$3.97M |
| Meta Platforms, Inc. | META | 22.5K | $12.9M | 9.4% | −$510.2K | Added$9.02M |
| Apple Inc. | AAPL | 45.1K | $11.4M | 8.4% | −$814.3K | Cut−$1.28M |
| Asml Holding N V | — | 7.95K | $10.5M | 7.7% | — | New |
| Taiwan Semiconductor Mfg Ltd | — | 28.3K | $9.58M | 7.0% | $965.2K | Cut$713.9K |
| Ge Aerospace | — | 33.4K | $9.49M | 7.0% | −$326.6K | Added$5.34M |
| Analog Devices Inc | ADI | 19.9K | $6.33M | 4.6% | $826.6K | Added$1.56M |
| BlackRock, Inc. | BLK | 6.55K | $6.3M | 4.6% | −$712K | Cut−$3.02M |
| Eli Lilly & Co | LLY | 6.59K | $6.06M | 4.4% | −$407.7K | Added$3.23M |
| Applied Matls Inc | — | 16.4K | $5.61M | 4.1% | $1.23M | Added$1.89M |
| Caterpillar Inc | CAT | 7.43K | $5.26M | 3.9% | $874.7K | Added$1.57M |
| Intel Corp | INTC | 111K | $4.9M | 3.6% | — | New |
| Goldman Sachs Group Inc | — | 5.78K | $4.89M | 3.6% | −$190.9K | Cut−$3.83M |
| Shopify Inc. | SHOP | 41K | $4.86M | 3.6% | — | New |
| Visa Inc. | V | 14.3K | $4.33M | 3.2% | −$693.9K | Cut−$4.18M |
| GE Vernova Inc. | GEV | 4.83K | $4.22M | 3.1% | $1.06M | Cut$788.6K |
| Csx Corp | CSX | 93.3K | $3.83M | 2.8% | — | New |
| Alphabet Inc | — | 12.8K | $3.67M | 2.7% | −$324.8K | Cut−$3.12M |
| Amazon Com Inc | AMZN | 15.5K | $3.23M | 2.4% | −$349.2K | Cut−$4.08M |
| Microsoft Corp | MSFT | 7.21K | $2.67M | 2.0% | −$818.5K | Cut−$1.68M |
| Coinbase Global, Inc. | COIN | 11.8K | $2.07M | 1.5% | −$609.7K | Cut−$2.45M |
| Klarna Group Plc | KLAR | 58K | $807.1K | 0.6% | −$869.2K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.