The Analysis of Tenere Capital LLC's Holdings
Currently, Tenere Capital LLC holds 20 types of securities in its portfolio with a total value $421.9M. In the most recent quarter, they have increased their positions in NFLX (+19.9K shares, valued at $23.9M), V (+44.3K shares, valued at $15.1M), HUBB (+28.5K shares, valued at $12.3M); decreased their positions in META (-16.5K shares, valued at $12.1M), ADSK (-31.4K shares, valued at $10.0M), MSFT (-12.8K shares, valued at $6.6M); initiated new positions in NFLX (+19.9K shares, valued at $23.9M), HUBB (+28.5K shares, valued at $12.3M), COIN (+29.4K shares, valued at $9.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
V VISA INC-CLASS A SHARES101.0K shares78.09%2025-09-302025-11-14
AMZN AMAZON.COM INC152.9K shares42.15%2025-09-302025-11-14 BX BLACKSTONE INC192.3K shares1.14%2025-09-302025-11-14 MSFT MICROSOFT CORPORATION61.8K shares-17.16%2025-09-302025-11-14 NVDA NVIDIA CORP149.4K shares-15.34%2025-09-302025-11-14 META META PLATFORMS INC35.5K shares-31.73%2025-09-302025-11-14 GS GOLDMAN SACHS32.5K shares31.69%2025-09-302025-11-14 BLK BLACKROCK FUNDING INC/DE21.2K shares1.14%2025-09-302025-11-14 NFLX NETFLIX INC19.9K sharesnew addition2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC193.7K shares14.88%2025-09-302025-11-14 NOW SERVICENOW19.8K shares12.51%2025-09-302025-11-14 AAPL APPLE INC67.7K shares4.47%2025-09-302025-11-14 DHR DANAHER CORP86.6K shares-10.79%2025-09-302025-11-14 NSC NORFOLK SOUTHERN56.4K shares1.14%2025-09-302025-11-14 EQIX EQUINIX INC20.4K shares1.14%2025-09-302025-11-14 NKE NIKE INC CL B214.7K shares23.34%2025-09-302025-11-14 HUBB HUBBELL B28.5K sharesnew addition2025-09-302025-11-14 ADSK AUTODESK INC32.2K shares-49.43%2025-09-302025-11-14 COIN COINBASE GLOBAL INC -CLASS A29.4K sharesnew addition2025-09-302025-11-14 CCI CROWN CASTLE INC89.5K shares1.14%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available