The Analysis of Tekne Capital Management, LLC's Holdings & P&L

Currently, Tekne Capital Management, LLC holds 4 types of securities in its portfolio with a total value $280.2M. In the most recent quarter, they have increased their positions in SATS (+265.0K shares, valued at $28.8M), ACMR (+715.0K shares, valued at $28.2M); decreased their positions in GDS (-1.3M shares, valued at $44.8M), BZ (-351.8K shares, valued at $7.2M); initiated new positions in SATS (+265.0K shares, valued at $28.8M), ACMR (+715.0K shares, valued at $28.2M).

1M P&L

-26.1M-8.15%

3M P&L

-50.9M-14.76%

HY P&L

+34.6M+13.36%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Information Technology Services176.3M

62.9%

2Internet Content & Information46.8M

16.7%

3Communication Equipment28.8M

10.3%

Top Industries by Stock Count

1Semiconductor Equipment & Materials1 stocks

25.0%

2Communication Equipment1 stocks

25.0%

3Information Technology Services1 stocks

25.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GDS GDS HLDGS LTD5.1M shares-20.27%2025-12-312026-02-13

BZ KANZHUN LIMITED2.3M shares-13.27%2025-12-312026-02-13

SATS ECHOSTAR CORP265.0K sharesnew addition2025-12-312026-02-13

ACMR ACM RESH INC715.0K sharesnew addition2025-12-312026-02-13

GDS

GDS HLDGS LTD

-20.27%

Shares5.1M

Event2025-12-31

Filed2026-02-13

KANZHUN LIMITED

-13.27%

Shares2.3M

Event2025-12-31

Filed2026-02-13

SATS

ECHOSTAR CORP

New

Shares265.0K

Event2025-12-31

Filed2026-02-13

ACMR

ACM RESH INC

New

Shares715.0K

Event2025-12-31

Filed2026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available