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13F-HR filed by Tenere Capital LLC

Tenere Capital LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 19 holding rows worth $390,464,870.

Accession
0001849517-25-000010
Filed
2025-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 19 entries on the cover page, a total value of $390,464,870 stated on the cover page (in dollars after the unit check, H1), rows summing to $390,464,870 with VALUE read as dollars as filed, 13F file number 028-21911. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
META PLATFORMS INC CL A30303M102COM52,007$38,385,847dollars as filed
Microsoft Corp594918104COM74,556$37,084,900dollars as filed
BLACKSTONE INC09260D107COM190,100$28,435,158dollars as filed
NVIDIA Corp67066G104COM176,477$27,881,601dollars as filed
Analog Devices,Inc.032654105COM103,000$24,516,060dollars as filed
Amazon.com, Inc023135106COM107,538$23,592,762dollars as filed
BlackRock,Inc.09290D101COM20,972$22,004,871dollars as filed
Visa Inc92826C839COM56,695$20,129,560dollars as filed
AUTODESK INC COM052769106Stock63,600$19,688,652dollars as filed
Danaher Corporation235851102COM97,101$19,181,332dollars as filed
ServiceNow,Inc.81762P102COM17,600$18,094,208dollars as filed
Goldman Sachs Group,Inc.38141G104COM24,676$17,464,439dollars as filed
EQUINIX INC COM29444U700REIT20,200$16,068,494dollars as filed
Uber Technologies90353T100COM168,600$15,730,380dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock55,760$14,272,887dollars as filed
Apple Inc037833100COM64,805$13,296,042dollars as filed
Home Depot, Inc437076102COM35,950$13,180,708dollars as filed
NIKE,Inc. Class B654106103COM174,062$12,365,364dollars as filed
CROWN CASTLE INC COM22822V101REIT88,500$9,091,605dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001849517-25-000010this filing2025-08-14acceptance time not in the bulk data set