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Tenere Capital LLC

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13F filer, CIK 1849517, NEW YORK, NY

Tenere Capital LLC reported $125,887,463 across 23 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 60.12% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001849517-26-000005

Period
2026-06-30
Reported value
$126M
Holdings
23
Top 10 weight
60.12%
New
8
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HLTnew+19,426$6.42M
MTNnew+40,724$5.54M
CSCOnew+44,677$5.25M
TMOnew+9,127$4.58M
COFnew+22,805$4.58M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ASMLreduced-6,494-$12.9M
METAreduced-16,441-$9.26M
TSMreduced-16,090-$7.68M
AAPLreduced-26,136-$7.56M
BLKexited-6,554-$6.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001849517-26-000005, largest first. % of portfolio is the value over $125,887,463, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,597 shares; 2024Q4: 124,897 shares; 2025Q1: 218,577 shares; 2025Q2: 176,477 shares; 2025Q3: 149,404 shares; 2025Q4: 50,995 shares; 2026Q1: 77,311 shares; 2026Q2: 66,733 shares 66,733$13.4M10.61%-10,578Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,461 shares; 2026Q1: 33,435 shares; 2026Q2: 26,403 shares 26,403$9.87M7.84%-7,032Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,000 shares; 2025Q1: 24,676 shares; 2025Q2: 24,676 shares; 2025Q3: 32,497 shares; 2025Q4: 9,918 shares; 2026Q1: 5,783 shares; 2026Q2: 7,774 shares 7,774$7.86M6.25%+1,991Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,323 shares; 2026Q2: 160,470 shares 160,470$7.63M6.06%+67,147Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,478 shares; 2026Q1: 16,417 shares; 2026Q2: 10,332 shares 10,332$7.47M5.93%-6,085Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,426 shares 19,426$6.42M5.1%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,303 shares; 2024Q4: 80,903 shares; 2025Q1: 56,695 shares; 2025Q2: 56,695 shares; 2025Q3: 100,969 shares; 2025Q4: 24,252 shares; 2026Q1: 14,316 shares; 2026Q2: 18,104 shares 18,104$6.21M4.93%+3,788Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,631 shares; 2024Q4: 53,847 shares; 2025Q1: 57,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,165 shares; 2026Q1: 28,338 shares; 2026Q2: 12,248 shares 12,248$5.85M4.65%-16,090Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,724 shares 40,724$5.54M4.4%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,459 shares; 2024Q4: 140,559 shares; 2025Q1: 75,983 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,697 shares; 2026Q1: 12,769 shares; 2026Q2: 15,336 shares 15,336$5.48M4.35%+2,567Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,031 shares; 2024Q4: 80,331 shares; 2025Q1: 89,320 shares; 2025Q2: 64,805 shares; 2025Q3: 67,700 shares; 2025Q4: 46,762 shares; 2026Q1: 45,061 shares; 2026Q2: 18,925 shares 18,925$5.48M4.35%-26,136Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,677 shares 44,677$5.25M4.17%newTimeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,668 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,127 shares 9,127$4.58M3.63%newTimeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,708 shares; 2026Q1: not reported; 2026Q2: 22,805 shares 22,805$4.58M3.63%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,632 shares; 2026Q1: 6,590 shares; 2026Q2: 3,642 shares 3,642$4.37M3.47%-2,948Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100,700 shares; 2025Q1: 111,386 shares; 2025Q2: 107,538 shares; 2025Q3: 152,864 shares; 2025Q4: 31,640 shares; 2026Q1: 15,485 shares; 2026Q2: 17,272 shares 17,272$4.12M3.27%+1,787Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,023 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,122 shares 9,122$3.79M3.01%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,013 shares; 2024Q4: 31,013 shares; 2025Q1: 33,207 shares; 2025Q2: 52,007 shares; 2025Q3: 35,507 shares; 2025Q4: 5,800 shares; 2026Q1: 22,464 shares; 2026Q2: 6,023 shares 6,023$3.39M2.7%-16,441Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,900 shares; 2025Q1: not reported; 2025Q2: 20,200 shares; 2025Q3: 20,430 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,998 shares 2,998$3.13M2.48%newTimeline
DOCNDIGITALOCEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,896 shares 18,896$2.97M2.36%newTimeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,984 shares; 2026Q2: 25,691 shares 25,691$2.93M2.33%-15,293Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,950 shares; 2026Q2: 1,456 shares 1,456$2.9M2.3%-6,494Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,232 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,000 shares; 2025Q3: not reported; 2025Q4: 17,609 shares; 2026Q1: 19,908 shares; 2026Q2: 6,889 shares 6,889$2.74M2.17%-13,019Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BLKBLACKROCK INC6,554$6.3Mshares
CATCATERPILLAR INC7,429$5.26Mshares
INTCINTEL CORP110,962$4.9Mshares
GEVGE VERNOVA INC4,829$4.22Mshares
MSFTMICROSOFT CORP7,215$2.67Mshares
COINCOINBASE GLOBAL INC11,831$2.07Mshares
KLARKLARNA GROUP PLC57,984$807Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001849517-26-000005 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001849517-26-000005 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001849517-26-000003 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001849517-26-000002 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001849517-25-000013 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR/A 0001849517-25-000014 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001849517-25-000010 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001849517-25-000007 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001849517-25-000002 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001849517-24-000006 Quarter ended 2024-09-302024-11-15acceptance time not in the bulk data set
13F-HR 0001849517-24-000005 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001849517-24-000002 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001849517-24-000001 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001849517-23-000009 Quarter ended 2023-09-302023-11-15acceptance time not in the bulk data set
13F-HR 0001849517-23-000004 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001849517-23-000003 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001849517-23-000002 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001849517-22-000013 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001849517-22-000010 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR/A 0001849517-22-000008 Quarter ended 2022-03-312022-05-17acceptance time not in the bulk data set
13F-HR/A 0001849517-22-000007 Quarter ended 2022-03-312022-05-17acceptance time not in the bulk data set
13F-HR 0001849517-22-000005 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR/A 0001849517-22-000006 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0001849517-22-000003 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set