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Size ($ in 1000's)
At 12/31/2023: $305,994 At 09/30/2023: $259,957
Tenere Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tenere Capital LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Tenere Capital LLC top holdings by largest position size, as per the latest 13f filing made by Tenere Capital LLC.
In the Tenere Capital LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Tenere Capital LLC in that top holding, then the share count change between reporting periods, and finally the Tenere Capital LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
MICROSOFT CORPORATION |
67,431 |
+15,003 |
$25,357 | MSFT | 67,431 | +15,003 | $25,357 | THERMO FISHER SCIENTIFIC INC. |
43,399 |
+26,931 |
$23,036 | TMO | 43,399 | +26,931 | $23,036 | VISA INC CLASS A SHARES (V) |
77,918 |
+21,751 |
$20,286 | V | 77,918 | +21,751 | $20,286 | T MOBILE US INC COM STK |
119,784 |
+33,430 |
$19,205 | TMUS | 119,784 | +33,430 | $19,205 | ALPHABET INC CLASS A COMMON STOCK |
134,237 |
+51,911 |
$18,752 | GOOGL | 134,237 | +51,911 | $18,752 | META PLATFORMS INC |
52,078 |
+6,262 |
$18,434 | META | 52,078 | +6,262 | $18,434 | UNION PACIFIC CP |
74,279 |
+20,697 |
$18,244 | UNP | 74,279 | +20,697 | $18,244 | AMAZON.COM INC |
104,393 |
+29,116 |
$15,861 | AMZN | 104,393 | +29,116 | $15,861 | CANADIAN PACIFIC KANSAS CITY L |
196,042 |
+68,199 |
$15,499 | CP | 196,042 | +68,199 | $15,499 | INTUITIVE SURG |
45,634 |
+3,532 |
$15,395 | ISRG | 45,634 | +3,532 | $15,395 | TAIWAN SEMI ADR |
142,511 |
+49,788 |
$14,821 | TSM | 142,511 | +49,788 | $14,821 | NIKE INC CL B |
115,115 |
+115,115 |
$12,498 | NKE | 115,115 | +115,115 | $12,498 | SCHLUMBERGER LTD |
233,696 |
+233,696 |
$12,162 | SLB | 233,696 | +233,696 | $12,162 | MONGODB INC |
29,144 |
+13,544 |
$11,916 | MDB | 29,144 | +13,544 | $11,916 | SERVICENOW |
16,237 |
+4,528 |
$11,471 | NOW | 16,237 | +4,528 | $11,471 | BOSTON SCIENTIFIC CORPORATION |
180,620 |
+180,620 |
$10,442 | BSX | 180,620 | +180,620 | $10,442 | MARVELL TECHNOLOGY INC |
171,390 |
+171,390 |
$10,337 | MRVL | 171,390 | +171,390 | $10,337 | PALO ALTO NETWORK INC |
31,523 |
+31,523 |
$9,296 | PANW | 31,523 | +31,523 | $9,296 | MICRON TECHNOLOGY INC |
106,699 |
+106,699 |
$9,106 | MU | 106,699 | +106,699 | $9,106 | SNOWFLAKE INC CLASS A |
40,869 |
+40,869 |
$8,133 | SNOW | 40,869 | +40,869 | $8,133 |
See Full List: All Stocks Held By Tenere Capital LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Tenere Capital LLC
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