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Entity | Shares/Amount Change | Position Value Change |
NKE |
+115,115 | +$12,498 | SLB |
+233,696 | +$12,162 | BSX |
+180,620 | +$10,442 | MRVL |
+171,390 | +$10,337 | PANW |
+31,523 | +$9,296 | MU |
+106,699 | +$9,106 | SNOW |
+40,869 | +$8,133 | ADSK |
+23,588 | +$5,743 |
Entity | Shares/Amount Change | Position Value Change |
SPY |
-72,000 | -$30,779 | AAPL |
-62,270 | -$10,661 | BA |
-51,696 | -$9,909 | NVDA |
-22,520 | -$9,796 | ORCL |
-91,002 | -$9,639 | DHR |
-34,064 | -$8,451 | SBUX |
-85,393 | -$7,794 | UBER |
-156,200 | -$7,184 | TJX |
-79,848 | -$7,097 | RGEN |
-36,500 | -$5,804 |
Entity | Shares/Amount Change | Position Value Change |
CP |
+68,199 | +$5,986 | GOOGL |
+51,911 | +$7,979 | TSM |
+49,788 | +$6,763 | TMUS |
+33,430 | +$7,111 | AMZN |
+29,116 | +$6,292 | TMO |
+26,931 | +$14,700 | V |
+21,751 | +$7,367 | UNP |
+20,697 | +$7,333 | MSFT |
+15,003 | +$8,803 | MDB |
+13,544 | +$6,521 |
Entity | Shares/Amount Change | Position Value Change |
ISRG |
+3,532 | +$3,089 | NOW |
+4,528 | +$4,926 | META |
+6,262 | +$4,680 |
Size ($ in 1000's)
At 12/31/2023: $305,994 At 09/30/2023: $259,957
Tenere Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tenere Capital LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Tenere Capital LLC to be as follows, presented in the
table below with each row detailing each Tenere Capital LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Tenere Capital LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Tenere Capital LLC as of the latest filing.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ 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 | AUTODESK INC |
23,588 |
+23,588 |
$5,743 | ADSK | 23,588 | +23,588 | $5,743 | APPLE INC |
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$0 (exited) | AAPL | 0 | -62,270 | $0 | ADOBE INC |
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$0 (exited) | ADBE | 0 | -10,900 | $0 | THE BOEING COMPANY |
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$0 (exited) | BA | 0 | -51,696 | $0 | BLACKSTONE INC |
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$0 (exited) | BX | 0 | -47,100 | $0 | DATADOG INC CLASS A |
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$0 (exited) | DDOG | 0 | -60,510 | $0 | DANAHER CORP |
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$0 (exited) | DHR | 0 | -34,064 | $0 | NVIDIA CORP |
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$0 (exited) | NVDA | 0 | -22,520 | $0 | ORACLE CORP |
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$0 (exited) | ORCL | 0 | -91,002 | $0 | REPLIGEN CORP |
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$0 (exited) | RGEN | 0 | -36,500 | $0 | STARBUCKS CORP |
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$0 (exited) | SBUX | 0 | -85,393 | $0 | SPDR S&P 500 ETF TRUST |
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$0 (exited) | SPY | 0 | -72,000 | $0 | TJX CO INC |
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$0 (exited) | TJX | 0 | -79,848 | $0 | UBER TECHNOLOGIES INC |
0 |
-156,200 |
$0 (exited) | UBER | 0 | -156,200 | $0 |
See Summary: Tenere Capital LLC Top Holdings
See Details: Top 10 Stocks Held By Tenere Capital LLC
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